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
$39.2B
AUM Growth
-$2.19B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,005
New
Increased
Reduced
Closed

Top Buys

1
+$438M
2
+$184M
3
+$165M
4
AGN
Allergan plc
AGN
+$154M
5
EFA icon
iShares MSCI EAFE ETF
EFA
+$128M

Top Sells

1
+$231M
2
+$160M
3
+$157M
4
NKE icon
Nike
NKE
+$156M
5
PFE icon
Pfizer
PFE
+$134M

Sector Composition

1 Financials 27.2%
2 Energy 11.47%
3 Industrials 11.34%
4 Communication Services 10.79%
5 Technology 10.13%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
776
$377K ﹤0.01%
1,880
+803
777
$376K ﹤0.01%
2,590
+10
778
$372K ﹤0.01%
12,252
+2,081
779
$363K ﹤0.01%
+7,096
780
$363K ﹤0.01%
10,834
+3,064
781
$358K ﹤0.01%
+3,393
782
$356K ﹤0.01%
+22,436
783
$350K ﹤0.01%
+21,195
784
$348K ﹤0.01%
1,012
+469
785
$345K ﹤0.01%
2,550
+239
786
$345K ﹤0.01%
20,875
787
$344K ﹤0.01%
583
-794
788
$343K ﹤0.01%
18,465
+4,209
789
$343K ﹤0.01%
2,209
+740
790
$343K ﹤0.01%
24,107
791
$342K ﹤0.01%
5,219
+2,346
792
$340K ﹤0.01%
+2,113
793
$340K ﹤0.01%
8,336
-452,170
794
$335K ﹤0.01%
29,639
795
$327K ﹤0.01%
+15,435
796
$327K ﹤0.01%
37,810
797
$325K ﹤0.01%
+7,800
798
$323K ﹤0.01%
50,520
-11,419
799
$320K ﹤0.01%
17,741
800
$319K ﹤0.01%
+3,713
30 31
32
33 34