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
426
$5.42M 0.01%
1,458
+1,337
427
$5.41M 0.01%
29,580
+28,110
428
$5.4M 0.01%
43,338
+4,780
429
$5.39M 0.01%
153,114
-178,683
430
$5.39M 0.01%
456,891
-2,692
431
$5.36M 0.01%
+130,475
432
$5.31M 0.01%
50,130
-47,850
433
$5.26M 0.01%
66,230
-79
434
$5.17M 0.01%
47,599
+28,670
435
$5.15M 0.01%
63,876
-27,697
436
$5.12M 0.01%
43,172
-1,406
437
$5.12M 0.01%
47,513
+35,533
438
$5.12M 0.01%
84,491
+3,866
439
$5.09M 0.01%
103,496
-1,137
440
$5.08M 0.01%
161,050
+1,617
441
$5.07M 0.01%
361,739
-11,700
442
$5.06M 0.01%
127,858
+15,386
443
$5.05M 0.01%
53,130
-2,592
444
$5.04M 0.01%
173,628
-58
445
$5.02M 0.01%
27,919
+93
446
$4.99M 0.01%
314,254
-1,700
447
$4.99M 0.01%
127,218
-325,926
448
$4.99M 0.01%
859,896
+62,729
449
$4.96M 0.01%
173,005
450
$4.95M 0.01%
1,531,810
-3,095,546
16 17
18
19 20