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
151
$22.8M 0.14%
1,060,880
-21,539
152
$22.5M 0.14%
288,172
-86,712
153
$22.3M 0.14%
228,254
-9,742
154
$22.2M 0.14%
307,532
+9,874
155
$22.1M 0.14%
769,581
156
$21.6M 0.13%
113,093
+909
157
$21.6M 0.13%
237,946
+1,760
158
$21.3M 0.13%
7,531
+2,356
159
$21.2M 0.13%
160,460
+8,490
160
$21.1M 0.13%
159,755
-4,961
161
$20.9M 0.13%
1,494,706
-5,633
162
$20.4M 0.13%
1,228,373
-50,082
163
$19.7M 0.12%
393,663
-19,584
164
$19.7M 0.12%
366,368
+91,549
165
$19.6M 0.12%
1,968,115
+630,115
166
$19.5M 0.12%
253,812
+62,778
167
$19.4M 0.12%
60,784
-8,170
168
$19.3M 0.12%
602,593
+78,828
169
$19.2M 0.12%
5,415,453
+2,607,990
170
$19.2M 0.12%
208,420
-8,940
171
$18.9M 0.12%
173,664
+20,816
172
$18.8M 0.12%
273,165
+5,928
173
$18.5M 0.11%
128,067
+6,239
174
$18.5M 0.11%
190,641
+4,235
175
$18.4M 0.11%
+213,600
5 6
7
8 9