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
601
$692K ﹤0.01%
41,000
-50,770
602
$689K ﹤0.01%
+5,722
603
$686K ﹤0.01%
9,451
+2,193
604
$682K ﹤0.01%
12,716
605
$681K ﹤0.01%
23,000
+600
606
$681K ﹤0.01%
18,107
-6,199
607
$679K ﹤0.01%
5,332
-98
608
$675K ﹤0.01%
16,398
+2,126
609
$667K ﹤0.01%
+5,780
610
$666K ﹤0.01%
2,848
-4,820
611
$653K ﹤0.01%
20,924
+524
612
$652K ﹤0.01%
+9,052
613
$642K ﹤0.01%
3,595
-350
614
$637K ﹤0.01%
8,895
+6,004
615
$633K ﹤0.01%
96,588
-64,145
616
$631K ﹤0.01%
11,105
+482
617
$627K ﹤0.01%
5,542
+143
618
$626K ﹤0.01%
20,741
-41,011
619
$626K ﹤0.01%
5,941
+859
620
$623K ﹤0.01%
11,280
+1,057
621
$622K ﹤0.01%
10,766
+831
622
$621K ﹤0.01%
8,089
+914
623
$619K ﹤0.01%
76,300
+7,700
624
$612K ﹤0.01%
10,726
-4,132
625
$607K ﹤0.01%
12,792
+8,088
23 24
25
26 27