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
401
$6.18M 0.02%
55,493
-133,232
402
$6.09M 0.02%
87,144
-600
403
$6.07M 0.02%
69,238
-12
404
$6.04M 0.02%
112,359
-7,192
405
$5.9M 0.02%
134,850
-56
406
$5.87M 0.02%
789,558
-2,736,576
407
$5.87M 0.02%
62,989
+5,672
408
$5.81M 0.02%
74,203
-600
409
$5.81M 0.02%
+89,498
410
$5.78M 0.02%
+103,400
411
$5.73M 0.02%
+151,431
412
$5.7M 0.02%
108,470
+32,757
413
$5.65M 0.01%
+45,212
414
$5.64M 0.01%
148,308
-600
415
$5.6M 0.01%
112,216
+28,344
416
$5.58M 0.01%
291,000
+61,700
417
$5.58M 0.01%
54,532
+25,883
418
$5.57M 0.01%
104,650
+88,525
419
$5.53M 0.01%
293,517
-877,518
420
$5.53M 0.01%
244,813
421
$5.52M 0.01%
209,923
+122,616
422
$5.5M 0.01%
28,563
-17,312
423
$5.47M 0.01%
37,412
-2,556
424
$5.47M 0.01%
112,795
+7,570
425
$5.46M 0.01%
134,831
+96,587
15 16
17
18 19