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
601
$200K ﹤0.01%
9,205
-8,395
602
$188K ﹤0.01%
11,750
603
$184K ﹤0.01%
28,150
-12,150
604
$176K ﹤0.01%
16,699
+5,477
605
$161K ﹤0.01%
+11,077
606
$149K ﹤0.01%
18,734
+6,144
607
$138K ﹤0.01%
10,000
608
$136K ﹤0.01%
15,701
+854
609
$130K ﹤0.01%
39,900
610
$122K ﹤0.01%
11,700
611
$117K ﹤0.01%
4,443
-6,340
612
$109K ﹤0.01%
+16,344
613
$101K ﹤0.01%
+15,000
614
$89K ﹤0.01%
2,015
615
$87K ﹤0.01%
2,049
-258
616
$87K ﹤0.01%
56,202
+17,526
617
$79K ﹤0.01%
+23,166
618
$70K ﹤0.01%
16,809
+5,513
619
$70K ﹤0.01%
+12,699
620
$56K ﹤0.01%
+1,700
621
$41K ﹤0.01%
15,595
-13,200
622
$31K ﹤0.01%
+110
623
$26K ﹤0.01%
47,250
624
$25K ﹤0.01%
59,499
625
– –
-57,136
23 24
25
26 27