Mackenzie Financial

Mackenzie Financial Portfolio holdings

AUM $84.4B
1-Year Est. Return 29.08%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+29.08%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$19.5B
AUM Growth
-$360M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
787
New
Increased
Reduced
Closed

Top Buys

1
+$133M
2
+$105M
3
+$72.1M
4
WLL
Whiting Petroleum Corporation
WLL
+$66.7M
5
TECK icon
Teck Resources
TECK
+$51.2M

Top Sells

1
+$238M
2
+$121M
3
+$97.6M
4
TAHO
Tahoe Resources Inc
TAHO
+$84.6M
5
BAC icon
Bank of America
BAC
+$74M

Sector Composition

1 Financials 28.94%
2 Energy 13.62%
3 Industrials 9.94%
4 Healthcare 9.14%
5 Technology 8.48%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
701
$246K ﹤0.01%
+398
702
$238K ﹤0.01%
1,396
-355
703
$236K ﹤0.01%
+4,496
704
$236K ﹤0.01%
+4,504
705
$234K ﹤0.01%
+6,434
706
$228K ﹤0.01%
23,349
-11,851
707
$227K ﹤0.01%
+899
708
$224K ﹤0.01%
+4,322
709
$221K ﹤0.01%
+13,220
710
$219K ﹤0.01%
+10,784
711
$218K ﹤0.01%
+3,088
712
$210K ﹤0.01%
+2,022
713
$209K ﹤0.01%
1,285
714
$208K ﹤0.01%
1,892
+109
715
$208K ﹤0.01%
11,798
+513
716
$207K ﹤0.01%
+5,315
717
$174K ﹤0.01%
30,656
+6,362
718
$172K ﹤0.01%
350,875
719
$167K ﹤0.01%
+14,300
720
$105K ﹤0.01%
16,206
+1,000
721
$38K ﹤0.01%
11,204
722
– –
-287,100
723
– –
-7,156
724
– –
-12,778
725
– –
-6,700
27 28
29
30 31