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
351
$8.32M 0.02%
2,617,234
+1,231,080
352
$8.31M 0.02%
162,200
353
$8.22M 0.02%
157,206
+297
354
$8.21M 0.02%
60,039
-4,198
355
$8.2M 0.02%
171,917
+74
356
$8.12M 0.02%
489,600
357
$8.12M 0.02%
74,397
+31,900
358
$8.02M 0.02%
97,300
359
$7.99M 0.02%
104,771
+11,815
360
$7.99M 0.02%
49,481
+10
361
$7.93M 0.02%
142,459
+12,081
362
$7.9M 0.02%
520,641
+194,508
363
$7.89M 0.02%
259,935
-1,200
364
$7.87M 0.02%
104,340
+4,755
365
$7.85M 0.02%
66,212
-11,822
366
$7.81M 0.02%
129,321
+19,495
367
$7.76M 0.02%
34,994
+8,308
368
$7.69M 0.02%
268,099
+25,280
369
$7.66M 0.02%
362,800
370
$7.58M 0.02%
93,431
+74,079
371
$7.52M 0.02%
44,136
+3,210
372
$7.5M 0.02%
192,024
373
$7.48M 0.02%
24
374
$7.42M 0.02%
44,993
+5,794
375
$7.37M 0.02%
196,689
+6,521
13 14
15
16 17