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
476
$4.32M 0.01%
33,900
+300
477
$4.28M 0.01%
55,854
+43,320
478
$4.26M 0.01%
19,788
-8
479
$4.26M 0.01%
2,171
-70
480
$4.26M 0.01%
36,015
-9,300
481
$4.25M 0.01%
237,983
+58,428
482
$4.25M 0.01%
36,500
-100,623
483
$4.24M 0.01%
73,717
+2,842
484
$4.24M 0.01%
68,239
-19,618
485
$4.22M 0.01%
121,390
-140,102
486
$4.2M 0.01%
+312,664
487
$4.17M 0.01%
99,700
-4,654
488
$4.14M 0.01%
31,970
+2,684
489
$4.13M 0.01%
277,303
-1,500
490
$4.12M 0.01%
35,324
-15
491
$4.11M 0.01%
77,073
-65
492
$4.03M 0.01%
3,215
-55
493
$4.01M 0.01%
77,000
+65,800
494
$3.98M 0.01%
35,842
-13
495
$3.97M 0.01%
115,301
-75,041
496
$3.94M 0.01%
+49,911
497
$3.92M 0.01%
+109,770
498
$3.91M 0.01%
162,452
+129,229
499
$3.9M 0.01%
56,100
-1,400
500
$3.9M 0.01%
42,112
-15
18 19
20
21 22