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
551
$893K 0.01%
16,348
552
$890K 0.01%
66,369
-11,000
553
$887K 0.01%
13,074
+2,168
554
$887K 0.01%
70,462
+2,871
555
$885K 0.01%
22,663
+791
556
$879K 0.01%
15,089
+583
557
$872K 0.01%
64,100
+14,700
558
$863K 0.01%
53,896
-6,194
559
$859K 0.01%
9,880
-31,900
560
$841K 0.01%
6,819
-114
561
$840K 0.01%
31,500
562
$838K 0.01%
20,000
+3,300
563
$838K 0.01%
15,612
564
$836K 0.01%
13,065
+2,412
565
$835K 0.01%
6,660
+3,960
566
$834K 0.01%
+7,139
567
$825K 0.01%
18,984
-147
568
$822K 0.01%
31,088
-11,487
569
$821K 0.01%
31,084
-7,664
570
$818K 0.01%
23,288
571
$813K 0.01%
19,150
+2,796
572
$812K 0.01%
+24,021
573
$804K 0.01%
72,986
+31,246
574
$797K ﹤0.01%
17,200
575
$781K ﹤0.01%
16,243
+3,500
21 22
23
24 25