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
176
$21.3M 0.12%
382,831
-100,178
177
$21.3M 0.12%
433,180
-3,116
178
$20.8M 0.12%
7,524,487
+1,700,586
179
$20.6M 0.12%
860,248
-192,238
180
$20.3M 0.12%
212,288
+15,944
181
$20.3M 0.12%
707,000
+698,000
182
$20.1M 0.12%
204,574
+94,011
183
$19.8M 0.12%
+956,384
184
$19.3M 0.11%
396,110
-273,960
185
$19.3M 0.11%
135,892
-28,227
186
$19.1M 0.11%
+135,053
187
$18.8M 0.11%
454,260
+40,400
188
$18.4M 0.11%
5,194,599
+330,378
189
$18.4M 0.11%
270,701
-6,669
190
$18.2M 0.11%
771,606
+474,800
191
$17.7M 0.1%
250,157
+227,286
192
$17.5M 0.1%
394,860
-452,000
193
$17.5M 0.1%
106,408
+17,123
194
$17M 0.1%
552,698
+171,660
195
$16.9M 0.1%
1,067,329
+10,306
196
$16.7M 0.1%
1,355,117
-241,920
197
$16.5M 0.1%
741,742
+675,842
198
$16.3M 0.1%
494,856
-577,655
199
$15.8M 0.09%
555,000
-515,000
200
$15.8M 0.09%
480,485
+457,917
6 7
8
9 10