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
76
$62.5M 0.37%
9,469,684
+78,300
77
$61.1M 0.36%
571,742
-199,697
78
$61M 0.36%
898,080
+26,410
79
$60.2M 0.35%
4,143,734
-342,600
80
$59.7M 0.35%
1,275,828
+65,000
81
$58.4M 0.34%
+234,992
82
$56.5M 0.33%
236,665
+3,140
83
$54.9M 0.32%
1,196,849
+577,034
84
$54.5M 0.32%
1,318,714
+299,930
85
$54.3M 0.32%
2,481,600
-162,850
86
$53.9M 0.32%
45,337
+857
87
$53.6M 0.31%
612,921
+89,283
88
$53.4M 0.31%
+521,588
89
$52.4M 0.31%
2,355,466
+20,529
90
$52.3M 0.31%
2,572,933
+326,778
91
$52.3M 0.31%
462,935
-2,624
92
$51.3M 0.3%
698,069
-45,987
93
$49.9M 0.29%
1,548,330
-12,050
94
$49.2M 0.29%
570,647
-156,838
95
$48.4M 0.28%
5,114,390
+1,697,605
96
$48.4M 0.28%
620,080
+12,428
97
$48M 0.28%
444,754
-358,229
98
$47.5M 0.28%
1,975,788
-33,987
99
$47.4M 0.28%
395,193
+11,758
100
$46.5M 0.27%
47,658
+2,145
2 3
4
5 6