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
201
$15.7M 0.09%
676,539
+255,664
202
$15.6M 0.09%
351,330
+6,450
203
$15.6M 0.09%
677,040
+13,272
204
$15.5M 0.09%
214,413
+31,000
205
$15.2M 0.09%
953,138
+51,107
206
$15.2M 0.09%
408,971
+10,825
207
$14.9M 0.09%
238,614
-9,386
208
$14.9M 0.09%
89,185
-16,977
209
$14.7M 0.09%
183,707
-16,500
210
$14.7M 0.09%
296,812
+15,725
211
$14.6M 0.09%
343,703
-33,712
212
$13.6M 0.08%
157,254
-266
213
$13.4M 0.08%
756,429
+11,748
214
$13.4M 0.08%
362,200
+37,800
215
$13.4M 0.08%
922,981
-127,694
216
$13.2M 0.08%
+119,200
217
$13M 0.08%
141,455
+2,003
218
$12.9M 0.08%
276,178
+19,672
219
$12.6M 0.07%
940,564
-794,157
220
$12.1M 0.07%
352,095
+191,258
221
$11.9M 0.07%
+347,453
222
$11.9M 0.07%
503,671
+27,069
223
$11.5M 0.07%
230,333
-69,353
224
$11.3M 0.07%
276,500
+3,700
225
$11.2M 0.07%
239,638
-57,100
7 8
9
10 11