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
626
$650K ﹤0.01%
10,382
+1,032
627
$650K ﹤0.01%
19,953
+3,112
628
$644K ﹤0.01%
10,422
+681
629
$641K ﹤0.01%
11,171
+252
630
$641K ﹤0.01%
19,599
+2,970
631
$637K ﹤0.01%
17,489
-34,974
632
$632K ﹤0.01%
10,200
633
$625K ﹤0.01%
5,167
+66
634
$624K ﹤0.01%
13,765
+939
635
$621K ﹤0.01%
3,590
-8,666
636
$620K ﹤0.01%
8,516
637
$611K ﹤0.01%
4,300
638
$602K ﹤0.01%
30,354
+4,908
639
$600K ﹤0.01%
13,806
+178
640
$597K ﹤0.01%
4,550
+40
641
$595K ﹤0.01%
5,033
+958
642
$593K ﹤0.01%
15,389
+7,618
643
$591K ﹤0.01%
12,647
+690
644
$590K ﹤0.01%
16,300
645
$587K ﹤0.01%
10,253
+1,968
646
$581K ﹤0.01%
13,970
-41,280
647
$573K ﹤0.01%
40,100
+4,800
648
$569K ﹤0.01%
29,547
+19,147
649
$566K ﹤0.01%
6,900
+3,900
650
$562K ﹤0.01%
9,731
+2,716
24 25
26
27 28