Mackenzie Financial

Mackenzie Financial Portfolio holdings

AUM $77.2B
1-Year Est. Return 22.51%
This Quarter Est. Return
1 Year Est. Return
+22.51%
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 11.47%
5 Energy 8.52%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$310M 0.81%
2,489,297
-228,135
27
$308M 0.81%
6,870,856
-417,999
28
$303M 0.8%
5,682,595
-566,577
29
$301M 0.79%
2,556,930
-206,969
30
$294M 0.77%
7,197,432
+1,688,766
31
$291M 0.76%
22,296,486
-2,444,396
32
$286M 0.75%
5,191,911
-283,653
33
$283M 0.74%
2,013,352
-318,163
34
$282M 0.74%
3,251,600
+212,960
35
$273M 0.72%
10,746,314
+444,183
36
$271M 0.71%
910,759
+8,035
37
$268M 0.7%
3,064,001
-273,743
38
$266M 0.7%
1,228,181
-3,656
39
$255M 0.67%
1,526,616
-108,187
40
$250M 0.66%
11,287,017
-576,174
41
$249M 0.65%
2,231,862
-158,038
42
$245M 0.64%
6,603,679
+790,091
43
$243M 0.64%
3,826,298
+32,912
44
$243M 0.64%
4,335,724
+806,248
45
$235M 0.62%
3,002,870
-42,156
46
$232M 0.61%
5,471,486
-921,328
47
$230M 0.6%
2,674,873
-507,268
48
$224M 0.59%
777,451
+11,970
49
$223M 0.59%
1,859,537
+16,586
50
$209M 0.55%
3,199,682
-3,497,920
1
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