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
301
$12.1M 0.03%
294,818
-267,648
302
$12M 0.03%
124,309
-1,638
303
$11.8M 0.03%
77,952
+16,919
304
$11.8M 0.03%
345,011
+315,182
305
$11.7M 0.03%
75,720
+60,866
306
$11.7M 0.03%
219,247
-1,586,982
307
$11.6M 0.03%
47,188
+670
308
$11.5M 0.03%
119,649
+48,800
309
$11.5M 0.03%
247,359
+109,254
310
$11.5M 0.03%
27,922
+1,072
311
$11.5M 0.03%
445,032
312
$11.4M 0.03%
186,780
+20
313
$11.4M 0.03%
196,490
-2,222
314
$11.3M 0.03%
194,776
-4,616
315
$11.3M 0.03%
327,921
-47,630
316
$11.3M 0.03%
120,118
+9,211
317
$11.2M 0.03%
229,946
-26
318
$11.1M 0.03%
235,859
+122,666
319
$11.1M 0.03%
651,145
-1,200
320
$10.9M 0.03%
323,804
-57,596
321
$10.8M 0.03%
555,592
-103,650
322
$10.8M 0.03%
77,288
+2,369
323
$10.8M 0.03%
377,232
-72,142
324
$10.7M 0.03%
120,005
+63,802
325
$10.7M 0.03%
469,262
+209,002
11 12
13
14 15