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
526
$470K ﹤0.01%
6,400
-60,621
527
$459K ﹤0.01%
7,801
+49
528
$458K ﹤0.01%
54,671
529
$451K ﹤0.01%
8,127
+555
530
$443K ﹤0.01%
25,990
531
$443K ﹤0.01%
14,960
532
$442K ﹤0.01%
6,913
-113
533
$441K ﹤0.01%
+6,000
534
$441K ﹤0.01%
7,480
535
$439K ﹤0.01%
25,880
+6,496
536
$420K ﹤0.01%
+24,107
537
$407K ﹤0.01%
7,820
538
$402K ﹤0.01%
+8,000
539
$402K ﹤0.01%
7,125
540
$401K ﹤0.01%
23,965
+4,782
541
$399K ﹤0.01%
2,959
-1,712
542
$399K ﹤0.01%
38,713
-1,174,756
543
$395K ﹤0.01%
11,000
+4,689
544
$392K ﹤0.01%
2,573
+242
545
$384K ﹤0.01%
16,094
+2,626
546
$382K ﹤0.01%
17,000
+2,465
547
$379K ﹤0.01%
73,853
+34,194
548
$375K ﹤0.01%
6,190
+1,885
549
$369K ﹤0.01%
26,400
550
$369K ﹤0.01%
7,450
-2,831
20 21
22
23 24