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
751
$266K ﹤0.01%
195
752
$264K ﹤0.01%
70,727
-547
753
$254K ﹤0.01%
+4,539
754
$254K ﹤0.01%
20,539
755
$253K ﹤0.01%
11,987
+1,123
756
$245K ﹤0.01%
7,433
+49
757
$244K ﹤0.01%
7,860
+643
758
$238K ﹤0.01%
4,306
+402
759
$237K ﹤0.01%
36,404
+3,413
760
$234K ﹤0.01%
+3,910
761
$234K ﹤0.01%
3,716
+116
762
$234K ﹤0.01%
21,546
+2,020
763
$231K ﹤0.01%
15,421
+596
764
$227K ﹤0.01%
4,100
+40
765
$227K ﹤0.01%
+9,003
766
$221K ﹤0.01%
+8,618
767
$219K ﹤0.01%
+2,000
768
$218K ﹤0.01%
+2,320
769
$217K ﹤0.01%
4,681
-6,701
770
$211K ﹤0.01%
13,100
+400
771
$207K ﹤0.01%
+3,400
772
$201K ﹤0.01%
29,738
-1,517
773
– –
0
774
$190K ﹤0.01%
11,852
+1,111
775
$178K ﹤0.01%
39,900
29 30
31
32 33