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
126
$35.1M 0.21%
538,672
-86,542
127
$34.7M 0.2%
309,386
-5,461
128
$34.6M 0.2%
990,698
+13,400
129
$34.5M 0.2%
+19,408
130
$34.4M 0.2%
3,193,400
+384,000
131
$34M 0.2%
262,019
-3,691
132
$33.9M 0.2%
+1,022,192
133
$33.1M 0.19%
292,227
-99,152
134
$32.8M 0.19%
1,545,657
+1,499,572
135
$32.7M 0.19%
+451,598
136
$32.7M 0.19%
738,326
-386,782
137
$32.6M 0.19%
1,564,910
-522,494
138
$32.6M 0.19%
819,700
-405,675
139
$32.2M 0.19%
120,500
-600
140
$32.2M 0.19%
368,474
-138,674
141
$32.1M 0.19%
11,318
-4,177
142
$31.8M 0.19%
353,772
+206,872
143
$31.7M 0.19%
1,429,882
+643,822
144
$31.7M 0.19%
700,369
+14,312
145
$31.7M 0.19%
405,839
-7,550
146
$31M 0.18%
642,448
+253,500
147
$30.6M 0.18%
300,700
-8,300
148
$30.5M 0.18%
262,575
+24
149
$29.9M 0.17%
590,704
-335,632
150
$28.7M 0.17%
+209,660
4 5
6
7 8