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
551
$367K ﹤0.01%
+19,450
552
$359K ﹤0.01%
+5,900
553
$358K ﹤0.01%
10,400
-12,300
554
$354K ﹤0.01%
8,881
+79
555
$351K ﹤0.01%
25,708
-12,550
556
$340K ﹤0.01%
10,521
+3,139
557
$331K ﹤0.01%
+21,018
558
$327K ﹤0.01%
36,700
-275,550
559
$327K ﹤0.01%
5,705
+30
560
$323K ﹤0.01%
8,437
+1,773
561
$316K ﹤0.01%
23,641
+7,754
562
$316K ﹤0.01%
4,469
+38
563
$312K ﹤0.01%
+30,000
564
$303K ﹤0.01%
6,070
-6,612
565
$296K ﹤0.01%
15,717
+5,155
566
$293K ﹤0.01%
7,726
-2,768
567
$286K ﹤0.01%
9,504
+2,131
568
– –
0
569
$273K ﹤0.01%
+12,053
570
$267K ﹤0.01%
4,487
-10,379
571
$265K ﹤0.01%
+2,429
572
$265K ﹤0.01%
5,400
573
$264K ﹤0.01%
+8,000
574
$263K ﹤0.01%
4,386
+738
575
$261K ﹤0.01%
269
-251
21 22
23
24 25