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
151
$27.2M 0.16%
429,636
-179,624
152
$27.2M 0.16%
254,690
-72,193
153
$26.9M 0.16%
564,429
-170,934
154
$26.6M 0.16%
781,923
+154,363
155
$26.2M 0.15%
4,480,824
-121,928
156
$26M 0.15%
251,595
+14,838
157
$25.8M 0.15%
215,833
+21,378
158
$25.6M 0.15%
199,353
+2,533
159
$25.5M 0.15%
654,990
+7,987
160
$24.9M 0.15%
561,788
-4,948
161
$24.9M 0.15%
288,161
-51,261
162
$24.4M 0.14%
1,330,980
-590,020
163
$24.3M 0.14%
+1,056,711
164
$24.2M 0.14%
+484,300
165
$24M 0.14%
1,595,000
-130,000
166
$23.8M 0.14%
361,691
+226,766
167
$23.7M 0.14%
392,021
-32,678
168
$22.5M 0.13%
275,684
+48,198
169
$22.3M 0.13%
222,190
+70,369
170
$22.2M 0.13%
2,069,500
-250,500
171
$22.1M 0.13%
1,337,690
-362,691
172
$22.1M 0.13%
976,635
-68,015
173
$21.9M 0.13%
185,694
+68,400
174
$21.7M 0.13%
173,488
+40,502
175
$21.5M 0.13%
657,500
-268,000
5 6
7
8 9