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
576
$257K ﹤0.01%
8,208
+594
577
$257K ﹤0.01%
+7,738
578
$255K ﹤0.01%
17,402
579
$254K ﹤0.01%
28,025
+12,025
580
$253K ﹤0.01%
34,334
+14,732
581
$253K ﹤0.01%
4,376
+154
582
$252K ﹤0.01%
3,803
+43
583
$245K ﹤0.01%
2,499
+162
584
$242K ﹤0.01%
12,750
-155,282
585
$240K ﹤0.01%
2,979
+32
586
$234K ﹤0.01%
+3,016
587
$234K ﹤0.01%
15,671
+1,219
588
$234K ﹤0.01%
6,750
589
$232K ﹤0.01%
8,750
590
$230K ﹤0.01%
+1,750
591
$225K ﹤0.01%
7,185
-206,677
592
$220K ﹤0.01%
+7,058
593
$218K ﹤0.01%
+2,928
594
$215K ﹤0.01%
2,682
-6,750
595
$213K ﹤0.01%
10,003
+3,281
596
$211K ﹤0.01%
+1,880
597
$207K ﹤0.01%
3,208
-291
598
$205K ﹤0.01%
3,508
-116
599
$202K ﹤0.01%
+3,840
600
$202K ﹤0.01%
4,000
-20,500
22 23
24
25 26