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
251
$19.1M 0.05%
627,900
+467,900
252
$19.1M 0.05%
355,369
+321,804
253
$19.1M 0.05%
175,437
-29,697
254
$19M 0.05%
403,631
+297,121
255
$18.4M 0.05%
2,560,068
-27,497
256
$18.3M 0.05%
92,216
-585,346
257
$18.3M 0.05%
+708,500
258
$18M 0.05%
+1,071,424
259
$18M 0.05%
157,851
+141,230
260
$17.9M 0.05%
893,003
+90,661
261
$17.5M 0.05%
307,121
-1,498,642
262
$17.4M 0.05%
83,471
+4,990
263
$17.3M 0.05%
1,525,597
+750,299
264
$16.9M 0.04%
+690,367
265
$16.8M 0.04%
356,366
+311,840
266
$16.5M 0.04%
+714,940
267
$16.3M 0.04%
84,256
-568
268
$16.1M 0.04%
282,936
+115,122
269
$15.8M 0.04%
612,355
-373,613
270
$15.6M 0.04%
287,973
+177,650
271
$15.5M 0.04%
670,042
-89,820
272
$15.3M 0.04%
107,000
-24,000
273
$15.2M 0.04%
259,418
+239,910
274
$15.1M 0.04%
177,365
+65,379
275
$15.1M 0.04%
395,000
+14,300
9 10
11
12 13