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
351
$3.16M 0.02%
169,417
-5,113
352
$3.13M 0.02%
59,625
+30,123
353
$3.13M 0.02%
+209,541
354
$3.06M 0.02%
38,910
+14,194
355
$3.04M 0.02%
195,330
+430
356
$3.03M 0.02%
53,065
-1,313
357
$2.98M 0.02%
1,170,510
-191,070
358
$2.97M 0.02%
79,347
-6,100
359
$2.94M 0.02%
27,000
-4,000
360
$2.88M 0.02%
183,000
361
$2.86M 0.02%
296,697
-1,000
362
$2.86M 0.02%
37,451
+1,399
363
$2.85M 0.02%
143,706
+19,518
364
$2.83M 0.02%
40,020
+2,786
365
$2.82M 0.02%
33,136
-364
366
$2.8M 0.02%
41,900
+24,000
367
$2.78M 0.02%
1,235,300
-3,500
368
$2.77M 0.02%
18,400
+6,600
369
$2.73M 0.02%
56,610
-9,590
370
$2.68M 0.02%
93,035
-16,726
371
$2.67M 0.02%
144,879
-74,974
372
$2.65M 0.02%
224,000
+10,700
373
$2.62M 0.02%
102,219
-953
374
$2.62M 0.02%
+52,122
375
$2.61M 0.02%
100,413
+2,842
13 14
15
16 17