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
376
$7.31M 0.02%
49,181
+6,810
377
$7.23M 0.02%
162,300
+11,500
378
$7.22M 0.02%
90,161
-1,168
379
$7.17M 0.02%
367,700
380
$7.15M 0.02%
383,726
+143,858
381
$7.15M 0.02%
183,627
-91,287
382
$7.09M 0.02%
30,442
+630
383
$7.08M 0.02%
77,820
+37,990
384
$7.03M 0.02%
+405,000
385
$7.01M 0.02%
435,793
+40,201
386
$6.95M 0.02%
127,724
-382
387
$6.9M 0.02%
435,666
+14,519
388
$6.83M 0.02%
254,553
+24,163
389
$6.74M 0.02%
80,168
-600
390
$6.72M 0.02%
124,574
+12
391
$6.7M 0.02%
631,507
+3,043
392
$6.66M 0.02%
158,609
+34,014
393
$6.59M 0.02%
+184,377
394
$6.47M 0.02%
88,892
-74,230
395
$6.44M 0.02%
+146,300
396
$6.35M 0.02%
404,797
-88,828
397
$6.34M 0.02%
26,428
-3,932
398
$6.32M 0.02%
82,460
-1,700
399
$6.28M 0.02%
259,207
-163,365
400
$6.2M 0.02%
102,876
-246
14 15
16
17 18