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
51
$91.2M 0.49%
856,012
-17,736
52
$86.6M 0.47%
3,110,710
+75,186
53
$86.4M 0.47%
1,536,010
+3,041
54
$84.1M 0.46%
620,602
-3,825
55
$83.8M 0.45%
5,128,971
-22,733
56
$81.3M 0.44%
712,082
+6,528
57
$80.2M 0.43%
1,149,428
+255,972
58
$79.9M 0.43%
1,385,747
+55,830
59
$78.4M 0.43%
6,549,607
-977,743
60
$74.4M 0.4%
815,422
-23,398
61
$73.4M 0.4%
1,820,768
+371,158
62
$71.6M 0.39%
2,223,790
-237,195
63
$71.5M 0.39%
4,435,701
64
$68.9M 0.37%
10,823,800
-891,200
65
$66.8M 0.36%
833,614
+75,630
66
$65.9M 0.36%
1,061,395
+14,695
67
$65.4M 0.35%
1,140,546
+141,826
68
$65.2M 0.35%
492,967
+28,170
69
$63.5M 0.34%
4,054,362
-1,544,192
70
$61.1M 0.33%
895,400
+55,100
71
$60.7M 0.33%
2,269,480
-776,279
72
$59.8M 0.32%
890,153
+36,110
73
$59.6M 0.32%
1,853,007
-110,200
74
$59.1M 0.32%
1,879,854
-115,950
75
$56.4M 0.31%
1,452,476
+116,879
1 2
3
4 5