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
$38B
AUM Growth
-$710M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,159
New
Increased
Reduced
Closed

Top Buys

1
+$182M
2
+$163M
3
+$112M
4
MTN icon
Vail Resorts
MTN
+$108M
5
BX icon
Blackstone
BX
+$78.5M

Top Sells

1
+$228M
2
+$152M
3
+$138M
4
TU icon
Telus
TU
+$129M
5
EL icon
Estee Lauder
EL
+$116M

Sector Composition

1 Financials 25.29%
2 Industrials 12.21%
3 Healthcare 11.58%
4 Technology 11.46%
5 Energy 8.52%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$24M 0.06%
97,829
-103,580
227
$23.9M 0.06%
80,150
-48,682
228
$23.8M 0.06%
628,890
-26,067
229
$23.8M 0.06%
322,709
+85,292
230
$23.5M 0.06%
424,106
+403,887
231
$23.3M 0.06%
1,924,918
+137,600
232
$23.2M 0.06%
1,889,043
+120,000
233
$23M 0.06%
1,155,228
-627,384
234
$23M 0.06%
417,012
+381,044
235
$22.8M 0.06%
2,493,581
+1,973,982
236
$22.4M 0.06%
749,614
+632,014
237
$22.3M 0.06%
563,535
+37,056
238
$22.2M 0.06%
847,760
+487,897
239
$21.9M 0.06%
383,196
+346,119
240
$21.3M 0.06%
1,139,700
+979,225
241
$21.3M 0.06%
249,345
+85,486
242
$20.7M 0.05%
260,647
+49,896
243
$20.3M 0.05%
556,411
-80,086
244
$20.2M 0.05%
808,871
-119,292
245
$20.1M 0.05%
451,816
-76,850
246
$19.7M 0.05%
356,751
+209,243
247
$19.5M 0.05%
100,810
+68,077
248
$19.4M 0.05%
679,304
-50,580
249
$19.3M 0.05%
2,253,563
+142,300
250
$19.2M 0.05%
656,049
+35,435
8 9
10
11 12