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
201
$14.4M 0.09%
511,346
+78,970
202
$14.3M 0.09%
285,714
+230,125
203
$14.2M 0.09%
313,589
+260,469
204
$14.1M 0.09%
1,632,990
+327,700
205
$13.9M 0.09%
390,742
-535,035
206
$13.7M 0.09%
252,790
+7,260
207
$13.6M 0.08%
768,366
-308,949
208
$13.3M 0.08%
139,648
+2,575
209
$13.2M 0.08%
186,232
+42,357
210
$13.1M 0.08%
72,745
+1,400
211
$12.9M 0.08%
491,968
-607,451
212
$12.9M 0.08%
430,000
-21,200
213
$12.7M 0.08%
235,600
+133,100
214
$12.7M 0.08%
630,154
+636
215
$12.7M 0.08%
+225,000
216
$12.5M 0.08%
141,199
-113,100
217
$12.4M 0.08%
105,900
218
$12.4M 0.08%
420,906
+2,400
219
$12.3M 0.08%
626,000
+121,000
220
$12M 0.07%
109,505
-171,618
221
$11.9M 0.07%
165,685
-85,548
222
$11.7M 0.07%
195,531
-81,485
223
$11.7M 0.07%
625,000
-1,078,400
224
$11.7M 0.07%
428,520
+120,260
225
$11.6M 0.07%
96,707
-3,583
7 8
9
10 11