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
876
$230K ﹤0.01%
+3,890
877
$229K ﹤0.01%
+2,389
878
$229K ﹤0.01%
+3,763
879
$228K ﹤0.01%
22,112
+3,758
880
$228K ﹤0.01%
+2,669
881
$222K ﹤0.01%
+6,960
882
$221K ﹤0.01%
+5,254
883
$220K ﹤0.01%
+8,491
884
$220K ﹤0.01%
+1,703
885
$219K ﹤0.01%
+4,980
886
$219K ﹤0.01%
4,209
-640,587
887
$218K ﹤0.01%
2,732
-3,696
888
$217K ﹤0.01%
+3,514
889
$217K ﹤0.01%
+4,374
890
$217K ﹤0.01%
+3,920
891
$216K ﹤0.01%
+1,311
892
$215K ﹤0.01%
+13,065
893
$213K ﹤0.01%
+5,322
894
$213K ﹤0.01%
12,480
-2,207
895
$212K ﹤0.01%
+2,687
896
$212K ﹤0.01%
+2,492
897
$210K ﹤0.01%
+7,688
898
$210K ﹤0.01%
+15,412
899
$210K ﹤0.01%
34,334
900
$209K ﹤0.01%
+3,071
34 35
36
37 38