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Mackenzie Financial

Mackenzie Financial Portfolio holdings

AUM $83.3B
1-Year Est. Return 31.66%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+31.66%
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
+$72.7M
2
+$49.1M
3
+$46.8M
4
KHC icon
Kraft Heinz
KHC
+$43.9M
5
GWW icon
W.W. Grainger
GWW
+$37.6M

Top Sells

1
+$122M
2
+$101M
3
+$87.8M
4
GOOG icon
Alphabet (Google) Class C
GOOG
+$70.4M
5
RIG icon
Transocean
RIG
+$53.8M

Sector Composition

1 Financials 29.42%
2 Energy 11.79%
3 Industrials 10.88%
4 Healthcare 9.99%
5 Technology 8.79%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
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803
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806
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807
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-6,452
808
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811
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815
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820
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821
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823
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824
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825
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