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
276
$15.1M 0.04%
246,650
277
$15.1M 0.04%
68,111
+3,358
278
$15M 0.04%
173,920
+102,386
279
$14.9M 0.04%
79,000
280
$14.9M 0.04%
180,833
+112,340
281
$14.9M 0.04%
412,599
-43,038
282
$14.7M 0.04%
135,478
+84,900
283
$14.5M 0.04%
99,371
-22
284
$14.3M 0.04%
192,905
+122,419
285
$14.3M 0.04%
139,699
+39,415
286
$14.2M 0.04%
+415,100
287
$14M 0.04%
383,458
+274,697
288
$13.4M 0.04%
159,032
+140,192
289
$13.2M 0.03%
260,677
-1,186
290
$12.9M 0.03%
154,788
+21,354
291
$12.9M 0.03%
2,796,931
+309,340
292
$12.8M 0.03%
113,491
-65,000
293
$12.8M 0.03%
336,113
+187,401
294
$12.6M 0.03%
250,449
295
$12.6M 0.03%
1,339,022
-261,022
296
$12.3M 0.03%
142,656
-31
297
$12.3M 0.03%
129,834
-382
298
$12.2M 0.03%
224,765
-14,000
299
$12.2M 0.03%
269,027
-197,410
300
$12.2M 0.03%
300,707
+38,834
10 11
12
13 14