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
126
$28.8M 0.18%
641,882
-24,837
127
$28.7M 0.18%
1,668,888
-929,663
128
$28.6M 0.18%
365,939
-132,600
129
$28.5M 0.18%
4,011,773
+96,700
130
$28.5M 0.18%
91,131
-6,035
131
$28.2M 0.17%
334,382
+77,663
132
$27.6M 0.17%
263,995
+43,490
133
$27.6M 0.17%
867,143
-657,916
134
$27.5M 0.17%
418,903
+29,849
135
$27.4M 0.17%
895,926
+379,560
136
$27.3M 0.17%
718,680
-1,961,280
137
$27.1M 0.17%
429,221
+243,167
138
$27.1M 0.17%
456,752
+399,789
139
$26.8M 0.17%
3,200,360
-499,750
140
$26.7M 0.17%
592,885
+51,965
141
$26.5M 0.16%
1,042,727
+15,404
142
$26.3M 0.16%
454,000
143
$25.9M 0.16%
2,102,879
+40,900
144
$25.1M 0.16%
292,200
145
$24.8M 0.15%
277,755
+7,874
146
$24.8M 0.15%
402,750
+52,949
147
$24.7M 0.15%
253,802
+1,055
148
$24.5M 0.15%
265,815
-80,955
149
$23.8M 0.15%
116,094
+4,921
150
$23.2M 0.14%
484,326
-70,674
4 5
6
7 8