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
$39.2B
AUM Growth
-$2.19B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,005
New
Increased
Reduced
Closed

Top Buys

1
+$438M
2
+$184M
3
+$165M
4
AGN
Allergan plc
AGN
+$154M
5
EFA icon
iShares MSCI EAFE ETF
EFA
+$128M

Top Sells

1
+$231M
2
+$160M
3
+$157M
4
NKE icon
Nike
NKE
+$156M
5
PFE icon
Pfizer
PFE
+$134M

Sector Composition

1 Financials 27.2%
2 Energy 11.47%
3 Industrials 11.34%
4 Communication Services 10.79%
5 Technology 10.13%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
551
$2.12M 0.01%
114,874
+41,152
552
$2.11M 0.01%
+120,303
553
$2.11M 0.01%
2,110,710
+250,710
554
$2.11M 0.01%
50,487
+10,437
555
$2.1M 0.01%
13,230
+2,430
556
$2.1M 0.01%
132,592
557
$2.1M 0.01%
1,288,000
558
$2.1M 0.01%
39,873
-97,400
559
$2.09M 0.01%
17,945
+7,124
560
$2.06M 0.01%
+17,265
561
$2.05M 0.01%
+66,025
562
$2.05M 0.01%
30,918
+1,292
563
$2.04M 0.01%
37,916
+3,600
564
$2.04M 0.01%
40,054
-11,590
565
$1.99M 0.01%
+20,363
566
$1.98M 0.01%
+37,655
567
$1.97M 0.01%
27,967
+21,365
568
$1.97M 0.01%
61,797
-14,000
569
$1.94M ﹤0.01%
49,938
+8,488
570
$1.94M ﹤0.01%
102,499
+4,132
571
$1.86M ﹤0.01%
29,175
-38,859
572
$1.85M ﹤0.01%
+22,287
573
$1.85M ﹤0.01%
2,889,889
+567,389
574
$1.83M ﹤0.01%
63,631
+59
575
$1.82M ﹤0.01%
110,462
21 22
23
24 25