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
701
$408K ﹤0.01%
+11,416
702
$389K ﹤0.01%
6,900
+1,167
703
$388K ﹤0.01%
13,960
-107
704
$386K ﹤0.01%
+22,860
705
$382K ﹤0.01%
+14,500
706
$381K ﹤0.01%
8,822
+722
707
$380K ﹤0.01%
1,472
+206
708
$378K ﹤0.01%
+20,190
709
$376K ﹤0.01%
+11,508
710
$374K ﹤0.01%
8,850
711
$372K ﹤0.01%
4,162
+389
712
$370K ﹤0.01%
+5,391
713
$367K ﹤0.01%
4,738
-111
714
$366K ﹤0.01%
+2,930
715
$366K ﹤0.01%
6,508
-23,287
716
$358K ﹤0.01%
2,780
-21
717
$357K ﹤0.01%
3,488
718
$355K ﹤0.01%
+12,509
719
$354K ﹤0.01%
+7,480
720
$353K ﹤0.01%
+14,128
721
$352K ﹤0.01%
4,300
-2,480
722
$350K ﹤0.01%
+11,233
723
$349K ﹤0.01%
8,707
-67
724
$348K ﹤0.01%
+5,463
725
$348K ﹤0.01%
+10,938
27 28
29
30 31