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
651
$560K ﹤0.01%
10,771
+1,500
652
$555K ﹤0.01%
8,500
653
$554K ﹤0.01%
13,065
654
$554K ﹤0.01%
3,171
-3,417
655
$552K ﹤0.01%
24,074
+3,552
656
$552K ﹤0.01%
16,650
-780
657
$551K ﹤0.01%
6,274
-5,913
658
$550K ﹤0.01%
15,501
+2,706
659
$549K ﹤0.01%
11,600
660
$546K ﹤0.01%
16,050
-5,332
661
$536K ﹤0.01%
5,433
+2,196
662
$534K ﹤0.01%
+12,350
663
$533K ﹤0.01%
7,175
664
$533K ﹤0.01%
1,200
665
$532K ﹤0.01%
8,099
+1,263
666
$529K ﹤0.01%
23,000
-41,423
667
$526K ﹤0.01%
5,178
+182
668
$526K ﹤0.01%
7,201
669
$523K ﹤0.01%
+10,700
670
$519K ﹤0.01%
57,300
671
$517K ﹤0.01%
7,410
-640
672
$515K ﹤0.01%
21,024
+520
673
$515K ﹤0.01%
+6,600
674
$508K ﹤0.01%
10,600
675
$506K ﹤0.01%
10,716
+138
25 26
27
28 29