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
101
$46.2M 0.27%
866,514
-187,980
102
$46M 0.27%
297,900
+11,572
103
$45.6M 0.27%
561,843
+77,896
104
$45M 0.26%
1,723,570
+95,864
105
$44.8M 0.26%
376,767
-27,795
106
$44.4M 0.26%
311,167
+16,682
107
$44.4M 0.26%
2,850,830
-2,100
108
$42.8M 0.25%
578,993
+25,038
109
$42.7M 0.25%
458,625
-95
110
$42.2M 0.25%
2,037,000
+328,510
111
$42.1M 0.25%
532,441
-14,800
112
$41.9M 0.24%
443,495
-90,971
113
$41.6M 0.24%
509,693
+31,188
114
$41.5M 0.24%
3,268,689
+995,450
115
$41.5M 0.24%
461,500
116
$40.6M 0.24%
1,502,762
+1,085,451
117
$40.2M 0.23%
1,107,338
-162,420
118
$38.8M 0.23%
248,193
+2,825
119
$36.9M 0.22%
400,901
+303,489
120
$36.5M 0.21%
279,565
-95,500
121
$35.9M 0.21%
503,306
+69,853
122
$35.9M 0.21%
394,831
-63
123
$35.7M 0.21%
606,483
-22,445
124
$35.3M 0.21%
1,020,764
+60,454
125
$35.3M 0.21%
220,502
-50,785
3 4
5
6 7