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
$17.1B
AUM Growth
+$404M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
739
New
Increased
Reduced
Closed

Top Buys

1
+$58.4M
2
+$53.4M
3
+$34.5M
4
ORCL icon
Oracle
ORCL
+$34M
5
FTS icon
Fortis
FTS
+$33.9M

Top Sells

1
+$58.4M
2
+$57.5M
3
+$57.3M
4
USB icon
US Bancorp
USB
+$52.6M
5
DHR icon
Danaher
DHR
+$48.8M

Sector Composition

1 Financials 25.41%
2 Technology 12.18%
3 Industrials 12.15%
4 Healthcare 11.77%
5 Energy 10.2%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$84.4M 0.49%
4,073,435
+108,112
52
$82.9M 0.49%
2,560,134
-133,731
53
$82.7M 0.48%
1,256,232
-13,924
54
$82.7M 0.48%
5,668,775
+13,870
55
$81.6M 0.48%
917,354
-265,638
56
$80.4M 0.47%
4,234,369
+746,622
57
$79.9M 0.47%
753,936
+663
58
$79.1M 0.46%
9,820,064
+2,709,978
59
$78.7M 0.46%
3,717,524
-213,232
60
$78.5M 0.46%
893,138
+29,441
61
$73M 0.43%
317,788
-745
62
$72.1M 0.42%
2,110,528
+520
63
$71.9M 0.42%
1,695,640
+488,480
64
$70.6M 0.41%
2,384,597
+87,936
65
$68.2M 0.4%
868,593
+138,605
66
$66.9M 0.39%
1,316,588
+23,088
67
$66.6M 0.39%
696,693
-55,300
68
$65.3M 0.38%
440,010
+5,379
69
$64.8M 0.38%
384,134
+34,196
70
$64.5M 0.38%
373,861
+68,494
71
$64.3M 0.38%
2,529,204
+261,600
72
$63.7M 0.37%
1,024,608
-27,800
73
$63.4M 0.37%
1,619,076
-373,895
74
$62.8M 0.37%
857,489
-448,306
75
$62.7M 0.37%
1,219,534
+29,778
1 2
3
4 5