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
676
$499K ﹤0.01%
16,206
+3,190
677
$497K ﹤0.01%
9,294
+2,259
678
$495K ﹤0.01%
+8,974
679
$475K ﹤0.01%
50,500
+2,800
680
$473K ﹤0.01%
39,900
681
$466K ﹤0.01%
6,492
-2,182
682
$460K ﹤0.01%
9,807
+1,529
683
$457K ﹤0.01%
20,000
-2,000
684
$456K ﹤0.01%
20,970
+1,847
685
$451K ﹤0.01%
19,002
+2,958
686
$446K ﹤0.01%
3,875
+603
687
$446K ﹤0.01%
5,284
+541
688
$444K ﹤0.01%
883,840
+106,200
689
$444K ﹤0.01%
21,846
+2,057
690
$441K ﹤0.01%
16,762
+214
691
$440K ﹤0.01%
15,021
+2,865
692
$439K ﹤0.01%
14,905
693
$430K ﹤0.01%
6,252
+582
694
$428K ﹤0.01%
56,493
695
$425K ﹤0.01%
3,308
-456
696
$419K ﹤0.01%
3,950
+32
697
$413K ﹤0.01%
96,265
-642
698
$408K ﹤0.01%
41,500
699
$406K ﹤0.01%
17,130
+1,946
700
$403K ﹤0.01%
+3,146
26 27
28
29 30