Mackenzie Financial Portfolio holdings
AUM
$77.2B
1-Year Return
22.51%
This Quarter Return
+4.72%
1 Year Return
+22.51%
3 Year Return
+61.14%
5 Year Return
+128.52%
10 Year Return
+216.87%
AUM
$16B
AUM Growth
-$1.69B
(-9.6%)
Cap. Flow
-$2.45B
Cap. Flow
% of AUM
-15.32%
Top 10 Holdings %
Top 10 Hldgs %
20.94%
Holding
978
New
56
Increased
189
Reduced
320
Closed
325
Top Buys
| 1 |
Wells Fargo
WFC
|
+$107M |
| 2 |
Fortive
FTV
|
+$106M |
| 3 |
Oracle
ORCL
|
+$103M |
| 4 |
Vanguard FTSE Emerging Markets ETF
VWO
|
+$98.9M |
| 5 |
DaVita
DVA
|
+$82.8M |
Top Sells
| 1 |
Citigroup
C
|
+$101M |
| 2 |
American International
AIG
|
+$98.9M |
| 3 |
Scotiabank
BNS
|
+$72.8M |
| 4 |
Canadian Imperial Bank of Commerce
CM
|
+$71.8M |
| 5 |
TSMC
TSM
|
+$61.9M |
Sector Composition
| 1 | Financials | 24.64% |
| 2 | Industrials | 12.49% |
| 3 | Energy | 11.68% |
| 4 | Healthcare | 11.21% |
| 5 | Technology | 10.88% |