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
326
$10.6M 0.03%
218,540
-51,745
327
$10.4M 0.03%
618,800
+48,300
328
$10.2M 0.03%
1,575,405
-1,196,411
329
$10.2M 0.03%
120,289
-6,625
330
$10.2M 0.03%
520,800
331
$10.1M 0.03%
446,800
332
$10M 0.03%
9,247
-67
333
$10M 0.03%
89,639
+5,077
334
$9.93M 0.03%
66,754
-3,634
335
$9.68M 0.03%
97,443
+7,997
336
$9.65M 0.03%
61,977
-4,191
337
$9.62M 0.03%
+126,971
338
$9.61M 0.03%
473,400
339
$9.56M 0.03%
103,617
+84,751
340
$9.46M 0.02%
2,774,389
+2,537,224
341
$9.38M 0.02%
68,274
+21
342
$9.13M 0.02%
+57,113
343
$9.12M 0.02%
190,540
344
$9.09M 0.02%
33,478
+21,092
345
$9.03M 0.02%
117,500
346
$8.95M 0.02%
79,083
-9
347
$8.58M 0.02%
+218,800
348
$8.49M 0.02%
60,459
-8,705
349
$8.43M 0.02%
15,299
-1,437
350
$8.38M 0.02%
498,812
-2,185,550
12 13
14
15 16