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
$18.4B
AUM Growth
-$510M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
870
New
Increased
Reduced
Closed

Top Buys

1
+$54.7M
2
+$45.1M
3
+$43.9M
4
PG icon
Procter & Gamble
PG
+$35.9M
5
OXY icon
Occidental Petroleum
OXY
+$32.3M

Top Sells

1
+$118M
2
+$113M
3
+$77.1M
4
CLS icon
Celestica
CLS
+$54.2M
5
BAC icon
Bank of America
BAC
+$51.5M

Sector Composition

1 Financials 28.37%
2 Energy 14%
3 Industrials 10.17%
4 Healthcare 9.65%
5 Technology 8.25%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
526
$1.18M 0.01%
145,000
-22,000
527
$1.16M 0.01%
62,378
+185
528
$1.15M 0.01%
17,600
+700
529
$1.15M 0.01%
20,109
+259
530
$1.14M 0.01%
11,294
-75,170
531
$1.12M 0.01%
13,705
+2,030
532
$1.11M 0.01%
17,000
-57,600
533
$1.1M 0.01%
60,090
+17,665
534
$1.1M 0.01%
45,626
+10,304
535
$1.09M 0.01%
8,000
+200
536
$1.09M 0.01%
6,400
537
$1.08M 0.01%
46,575
+4,219
538
$1.08M 0.01%
34,600
+600
539
$1.08M 0.01%
14,693
540
$1.07M 0.01%
22,483
+1,588
541
$1.06M 0.01%
27,543
+4,212
542
$1.06M 0.01%
17,846
-174
543
$1.06M 0.01%
5,732
+1,233
544
$1.05M 0.01%
+13,075
545
$1.04M 0.01%
6,000
546
$1.03M 0.01%
12,371
+9,696
547
$1.03M 0.01%
27,550
+15,450
548
$1.03M 0.01%
+29,655
549
$1.02M 0.01%
30,781
-5,272
550
$1.02M 0.01%
25,240
+4,710
20 21
22
23 24