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
$16.1B
AUM Growth
-$365M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
876
New
Increased
Reduced
Closed

Top Buys

1
+$76.5M
2
+$43.6M
3
+$43.5M
4
KHC icon
Kraft Heinz
KHC
+$43.3M
5
GWW icon
W.W. Grainger
GWW
+$37.1M

Top Sells

1
+$109M
2
+$98.8M
3
+$88.4M
4
GOOG icon
Alphabet (Google) Class C
GOOG
+$74.4M
5
RCI icon
Rogers Communications
RCI
+$47.5M

Sector Composition

1 Financials 29.42%
2 Energy 11.79%
3 Industrials 10.87%
4 Healthcare 9.99%
5 Technology 8.79%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
326
$3.85M 0.02%
52,990
+10,309
327
$3.84M 0.02%
543,500
+274,000
328
$3.76M 0.02%
2,071,426
+48,200
329
$3.7M 0.02%
79,008
+12,875
330
$3.7M 0.02%
50,950
+5,140
331
$3.69M 0.02%
+429,497
332
$3.66M 0.02%
60,315
-1,574
333
$3.61M 0.02%
227,613
+9,140
334
$3.54M 0.02%
121,237
-4,036
335
$3.49M 0.02%
416,376
+16,720
336
$3.48M 0.02%
83,167
+7,886
337
$3.46M 0.02%
338,000
-900
338
$3.44M 0.02%
+228,000
339
$3.41M 0.02%
191,557
+14,164
340
$3.41M 0.02%
102,154
+13,137
341
$3.4M 0.02%
187,990
+170,240
342
$3.35M 0.02%
98,571
-24,983
343
$3.3M 0.02%
206,000
-164,500
344
$3.29M 0.02%
133,880
+13,855
345
$3.28M 0.02%
101,300
+5,000
346
$3.28M 0.02%
89,698
+9,560
347
$3.28M 0.02%
155,275
-40,969
348
$3.27M 0.02%
70,822
+31,571
349
$3.19M 0.02%
200,554
+9,100
350
$3.17M 0.02%
91,261
+24,880
12 13
14
15 16