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
651
$525K ﹤0.01%
14,313
-10,494
652
$523K ﹤0.01%
12,019
-4,591
653
$522K ﹤0.01%
4,681
+1,000
654
$518K ﹤0.01%
+12,060
655
$517K ﹤0.01%
14,042
656
$516K ﹤0.01%
16,234
+1,329
657
$515K ﹤0.01%
6,392
+598
658
$512K ﹤0.01%
10,613
659
$498K ﹤0.01%
+14,856
660
$495K ﹤0.01%
12,912
+2,600
661
$492K ﹤0.01%
+35,887
662
$491K ﹤0.01%
10,020
+940
663
$487K ﹤0.01%
31,300
+8,442
664
$487K ﹤0.01%
12,165
-1,960
665
$485K ﹤0.01%
16,936
+4,943
666
$485K ﹤0.01%
23,971
667
$485K ﹤0.01%
23,612
+4,986
668
$481K ﹤0.01%
13,234
-1,396
669
$478K ﹤0.01%
7,629
+731
670
$478K ﹤0.01%
23,882
+2,239
671
$476K ﹤0.01%
5,193
+136
672
$475K ﹤0.01%
+9,839
673
$475K ﹤0.01%
+16,990
674
$470K ﹤0.01%
20,208
+2,944
675
$467K ﹤0.01%
7,718
-7,575
25 26
27
28 29