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
451
$4.87M 0.01%
102,243
+57,632
452
$4.84M 0.01%
53,350
-135
453
$4.83M 0.01%
234,536
+214,486
454
$4.81M 0.01%
20,782
-11,929
455
$4.79M 0.01%
185,329
+10,200
456
$4.79M 0.01%
169,656
+7,500
457
$4.76M 0.01%
207,867
-900
458
$4.67M 0.01%
402,700
-243,600
459
$4.67M 0.01%
96,999
+31,211
460
$4.65M 0.01%
12,761
+11,731
461
$4.64M 0.01%
50,677
-38,447
462
$4.58M 0.01%
153,755
+110,672
463
$4.58M 0.01%
42,833
+322
464
$4.56M 0.01%
294,500
-46,900
465
$4.49M 0.01%
56,650
-6,656
466
$4.48M 0.01%
38,001
+6,581
467
$4.47M 0.01%
31,008
-23
468
$4.45M 0.01%
21,357
+727
469
$4.45M 0.01%
95,150
+4,177
470
$4.45M 0.01%
962,660
+10,600
471
$4.45M 0.01%
9,636
-100
472
$4.39M 0.01%
50,234
+3,415
473
$4.36M 0.01%
100,214
+200
474
$4.35M 0.01%
209,491
-1,200
475
$4.33M 0.01%
26,186
-6,697
17 18
19
20 21