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
576
$777K ﹤0.01%
82,059
+7,695
577
$775K ﹤0.01%
44,672
+7,090
578
$768K ﹤0.01%
5,499
+2,103
579
$767K ﹤0.01%
23,766
-183
580
$762K ﹤0.01%
+17,000
581
$751K ﹤0.01%
+21,034
582
$750K ﹤0.01%
+23,400
583
$747K ﹤0.01%
11,066
-200
584
$746K ﹤0.01%
52,929
585
$743K ﹤0.01%
11,969
+595
586
$738K ﹤0.01%
21,347
+1,748
587
$738K ﹤0.01%
47,900
+4,200
588
$736K ﹤0.01%
+8,700
589
$728K ﹤0.01%
8,276
+900
590
$725K ﹤0.01%
20,724
+1,696
591
$722K ﹤0.01%
20,405
+1,165
592
$722K ﹤0.01%
14,357
-200
593
$722K ﹤0.01%
14,428
+3,000
594
$718K ﹤0.01%
8,137
+825
595
$713K ﹤0.01%
30,083
+1,652
596
$708K ﹤0.01%
+28,239
597
$707K ﹤0.01%
56,050
-33,000
598
$698K ﹤0.01%
14,017
+8,017
599
$697K ﹤0.01%
30,100
600
$696K ﹤0.01%
15,600
-120
22 23
24
25 26