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
601
$781K ﹤0.01%
27,234
+10,997
602
$780K ﹤0.01%
4,286
+2,526
603
$779K ﹤0.01%
26,506
+2,026
604
$765K ﹤0.01%
25,680
+4,752
605
$760K ﹤0.01%
31,693
+9,111
606
$758K ﹤0.01%
10,446
+954
607
$753K ﹤0.01%
16,800
608
$749K ﹤0.01%
17,670
-7,711
609
$745K ﹤0.01%
+20,652
610
$744K ﹤0.01%
25,166
+8,352
611
$741K ﹤0.01%
4,284
+1,554
612
$731K ﹤0.01%
55,000
-77,000
613
$729K ﹤0.01%
24,750
-1,617
614
$722K ﹤0.01%
38,797
-32,403
615
$719K ﹤0.01%
24,916
+420
616
$711K ﹤0.01%
5,695
+556
617
$708K ﹤0.01%
18,600
618
$704K ﹤0.01%
21,186
-1,941
619
$702K ﹤0.01%
10,500
620
$685K ﹤0.01%
45,630
+590
621
$674K ﹤0.01%
15,855
-13,239
622
$667K ﹤0.01%
5,300
623
$661K ﹤0.01%
11,230
-5,460
624
$653K ﹤0.01%
19,028
625
$651K ﹤0.01%
976
+150
23 24
25
26 27