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Mackenzie Financial

Mackenzie Financial Portfolio holdings

AUM $83.3B
1-Year Est. Return 31.19%
This Fund
S&P 500
This Quarter Est. Return
+5.04%
1 Year Est. Return
+31.19%
3 Year Est. Return
+75.49%
5 Year Est. Return
+99.03%
10 Year Est. Return
+295.58%
AUM
$17.7B
AUM Growth
+$6.68B
Cap. Flow
+$6.27B
Cap. Flow %
35.42%
Top 10 Hldgs %
19.77%
Holding
985
New
191
Increased
406
Reduced
223
Closed
66

Sector Composition

Rank Sector Weight
1 Financials 25.2%
2 Energy 12.36%
3 Industrials 11.45%
4 Healthcare 10.33%
5 Technology 9.61%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
BGC icon
876
BGC Group
BGC
$5.64B
$195K ﹤0.01%
34,790
+8,821
+34% +$51.2K
EXK
877
Endeavour Silver
EXK
$2.24B
$191K ﹤0.01%
+48,400
New +$168K
SPNS
878
DELISTED
Sapiens International
SPNS
$179K ﹤0.01%
15,250
WFT
879
DELISTED
Weatherford International plc
WFT
$178K ﹤0.01%
32,058
-410,164
-93% -$2.68M
KLDX
880
DELISTED
KLONDEX MINES LTD
KLDX
$175K ﹤0.01%
+47,886
New +$164K
OAKS
881
DELISTED
Five Oaks Investment Corp.
OAKS
$169K ﹤0.01%
30,897
+8,270
+37% +$46K
INVA icon
882
Innoviva
INVA
$1.6B
$163K ﹤0.01%
15,496
+3,930
+34% +$46.5K
SGM
883
DELISTED
Stonegate Mortgage Corporation
SGM
$154K ﹤0.01%
+45,721
New +$211K
DX
884
Dynex Capital
DX
$3.17B
$140K ﹤0.01%
6,722
+1,799
+37% +$36.3K
ABUS icon
885
Arbutus Biopharma
ABUS
$847M
$139K ﹤0.01%
39,900
ACRE
886
Ares Commercial Real Estate
ACRE
$247M
$133K ﹤0.01%
+10,819
New +$128K
NGD
887
DELISTED
New Gold Inc
NGD
$133K ﹤0.01%
+30,400
New +$128K
UPBD icon
888
Upbound Group
UPBD
$1.22B
$132K ﹤0.01%
+10,718
New +$144K
FSTR icon
889
Foster
FSTR
$421M
$127K ﹤0.01%
+11,675
New +$166K
TRQ
890
DELISTED
Turquoise Hill Resources Ltd
TRQ
$127K ﹤0.01%
+3,754
New +$109K
RFP
891
DELISTED
Resolute Forest Products Inc.
RFP
$113K ﹤0.01%
21,394
+1,049
+5% +$5.84K
ABR icon
892
Arbor Realty Trust
ABR
$977M
$100K ﹤0.01%
13,867
SPLS
893
DELISTED
Staples Inc
SPLS
$100K ﹤0.01%
+11,641
New +$111K
AT
894
DELISTED
Atlantic Power Corporation
AT
$86K ﹤0.01%
+34,553
New +$84K
HTGM
895
DELISTED
HTG Molecular Diagnostics, Inc. Common Stock
HTGM
$80K ﹤0.01%
164
+2
+1% +$1.01K
PPP
896
DELISTED
Primero Mining Corp
PPP
$71K ﹤0.01%
+34,100
New +$62.7K
SDLP
897
DELISTED
SEADRILL PARTNERS LLC
SDLP
$69K ﹤0.01%
1,285
BXE
898
DELISTED
Bellatrix Exploration Ltd.
BXE
$68K ﹤0.01%
+13,700
New +$72.3K
PALI icon
899
Palisade Bio
PALI
$341M
0
WAC
900
DELISTED
Walter Investment Mgt Corp
WAC
$28K ﹤0.01%
10,000

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Mackenzie Financial's Q2 2016 Portfolio in Review

As of Q2 2016, Mackenzie Financial held 985 positions worth $17.7B, up 61% from $11B the previous quarter. Its ten largest holdings account for 20% of the portfolio.

Mackenzie Financial deployed $6.27B of net new capital in Q2 2016, opening 191 new positions and adding to 406 existing holdings. Its largest new stake was Toronto Dominion Bank: 9,809,472 shares worth $421M.

By sector, the portfolio is most concentrated in Financials at 25% of assets, up from 20% a quarter earlier, followed by Energy and Industrials.

On the sell side, the largest reduction was Melco Resorts & Entertainment, an estimated $67M trimmed.

  • Mackenzie Financial's largest Q2 2016 buy was Toronto Dominion Bank: 9,809,472 shares worth $421M.
  • Mackenzie Financial added most to Brookfield in Q2 2016, an estimated $394M increase.
  • Mackenzie Financial's biggest Q2 2016 reduction was Melco Resorts & Entertainment, cutting an estimated $67M.
  • Mackenzie Financial fully exited GameStop in Q2 2016, selling an estimated $57.4M.
  • Mackenzie Financial's ten largest holdings make up 20% of its $17.7B portfolio in Q2 2016.
  • Mackenzie Financial opened 191 new positions and closed 66 in Q2 2016.
  • Mackenzie Financial's portfolio value rose 61% quarter-over-quarter to $17.7B.

Based on Mackenzie Financial's 13F filing for Q2 2016, filed 12 Aug 2016.