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
501
$1.22M 0.01%
31,456
+2,949
502
$1.21M 0.01%
46,012
503
$1.2M 0.01%
18,000
+1,700
504
$1.2M 0.01%
+19,800
505
$1.2M 0.01%
87,286
-600
506
$1.19M 0.01%
11,109
-615
507
$1.18M 0.01%
56,350
+6,617
508
$1.18M 0.01%
106,971
+36,046
509
$1.18M 0.01%
14,700
+2,500
510
$1.17M 0.01%
105,700
+1,500
511
$1.17M 0.01%
11,709
512
$1.15M 0.01%
22,087
+3,155
513
$1.15M 0.01%
74,849
+40,095
514
$1.14M 0.01%
7,618
+3,238
515
$1.13M 0.01%
33,181
+2,860
516
$1.13M 0.01%
115,000
-20,500
517
$1.13M 0.01%
21,278
+1,994
518
$1.12M 0.01%
9,000
-14,466
519
$1.11M 0.01%
83,045
+15,202
520
$1.09M 0.01%
33,298
-34,660
521
$1.09M 0.01%
20,455
-300
522
$1.08M 0.01%
88,300
+14,981
523
$1.07M 0.01%
15,778
-4,913
524
$1.06M 0.01%
+17,682
525
$1.06M 0.01%
32,399
+1,195
19 20
21
22 23