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
551
$1.01M 0.01%
67,405
-531,906
552
$1M 0.01%
+20,234
553
$1M 0.01%
9,922
+1,952
554
$999K 0.01%
25,979
-1,344
555
$996K 0.01%
+15,407
556
$987K 0.01%
50,024
+700
557
$981K 0.01%
42,900
+1,500
558
$978K 0.01%
+13,734
559
$973K 0.01%
+8,900
560
$966K 0.01%
13,246
-15,268
561
$965K 0.01%
27,916
-11,673
562
$964K 0.01%
+26,774
563
$956K 0.01%
14,437
-2,166
564
$946K 0.01%
50,438
+14,135
565
$942K 0.01%
29,568
+382
566
$932K 0.01%
10,665
-229
567
$926K 0.01%
17,478
+1,649
568
$922K 0.01%
44,400
569
$921K 0.01%
86,318
+9,150
570
$913K ﹤0.01%
9,963
+3,837
571
$909K ﹤0.01%
17,267
-5,580
572
$900K ﹤0.01%
+36,600
573
$892K ﹤0.01%
10,034
+375
574
$891K ﹤0.01%
1,900
575
$883K ﹤0.01%
31,919
+1,860
21 22
23
24 25