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
826
$274K ﹤0.01%
12,632
+2,353
827
$273K ﹤0.01%
7,718
+1,312
828
$272K ﹤0.01%
4,100
+700
829
$271K ﹤0.01%
+8,220
830
$269K ﹤0.01%
+4,944
831
$269K ﹤0.01%
+643
832
$268K ﹤0.01%
+10,511
833
$268K ﹤0.01%
+3,410
834
$267K ﹤0.01%
+2,005
835
$266K ﹤0.01%
17,472
-6,348
836
$264K ﹤0.01%
2,125
-13,723
837
$262K ﹤0.01%
+5,023
838
$260K ﹤0.01%
+1,307
839
$260K ﹤0.01%
+5,656
840
$259K ﹤0.01%
21,018
841
$257K ﹤0.01%
+14,475
842
$256K ﹤0.01%
+4,786
843
$254K ﹤0.01%
+4,599
844
$252K ﹤0.01%
80,000
-149,400
845
$252K ﹤0.01%
+2,996
846
$252K ﹤0.01%
+12,144
847
$251K ﹤0.01%
+4,100
848
$250K ﹤0.01%
+2,973
849
$248K ﹤0.01%
13,400
-43,100
850
$247K ﹤0.01%
8,187
-868,339
32 33
34
35 36