Mackenzie Financial

Mackenzie Financial Portfolio holdings

AUM $82.6B
1-Year Est. Return 23.2%
This Quarter Est. Return
1 Year Est. Return
+23.2%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$17.1B
AUM Growth
+$404M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
739
New
Increased
Reduced
Closed

Top Buys

1
+$58.4M
2
+$53.4M
3
+$34.5M
4
ORCL icon
Oracle
ORCL
+$34M
5
FTS icon
Fortis
FTS
+$33.9M

Top Sells

1
+$58.4M
2
+$57.5M
3
+$57.3M
4
USB icon
US Bancorp
USB
+$52.6M
5
DHR icon
Danaher
DHR
+$48.8M

Sector Composition

1 Financials 25.41%
2 Technology 12.18%
3 Industrials 12.15%
4 Healthcare 11.77%
5 Energy 10.2%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
501
$600K ﹤0.01%
35,457
+11,057
502
$600K ﹤0.01%
3,900
+2,710
503
$597K ﹤0.01%
+24,500
504
$597K ﹤0.01%
3,425
+641
505
$590K ﹤0.01%
78,182
+53,603
506
$582K ﹤0.01%
41,992
+24,900
507
$575K ﹤0.01%
+51,692
508
$565K ﹤0.01%
4,144
+19
509
$564K ﹤0.01%
18,043
+10,904
510
$562K ﹤0.01%
7,739
+3,185
511
$560K ﹤0.01%
+27,723
512
$557K ﹤0.01%
55,939
+24,003
513
$551K ﹤0.01%
31,381
+13,465
514
$534K ﹤0.01%
35,400
515
$527K ﹤0.01%
4,449
-5,762
516
$523K ﹤0.01%
+19,504
517
$513K ﹤0.01%
18,930
-7,690
518
$500K ﹤0.01%
+14,800
519
$500K ﹤0.01%
27,836
+11,209
520
$493K ﹤0.01%
25,000
-23,000
521
$491K ﹤0.01%
+35,707
522
$488K ﹤0.01%
33,000
+570
523
$486K ﹤0.01%
+25,000
524
$478K ﹤0.01%
10,900
525
$473K ﹤0.01%
7,578
+48
19 20
21
22 23