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
501
$3.87M 0.01%
75,600
502
$3.87M 0.01%
133,316
+6,005
503
$3.7M 0.01%
174,853
-1,152,633
504
$3.69M 0.01%
14,430
+2,495
505
$3.69M 0.01%
186,342
-22,598
506
$3.68M 0.01%
921,500
507
$3.66M 0.01%
41,444
-91
508
$3.66M 0.01%
+18,746
509
$3.61M 0.01%
61,030
+2,367
510
$3.61M 0.01%
112,516
+21,508
511
$3.56M 0.01%
249,731
-31
512
$3.56M 0.01%
278,397
-1,800
513
$3.56M 0.01%
169,846
+63,675
514
$3.56M 0.01%
279,366
-24,800
515
$3.54M 0.01%
465,693
-7,741,968
516
$3.51M 0.01%
79,804
-5,960
517
$3.5M 0.01%
102,651
-2,234
518
$3.47M 0.01%
123,030
-5,500
519
$3.45M 0.01%
37,680
520
$3.45M 0.01%
46,406
+58
521
$3.4M 0.01%
69,075
522
$3.37M 0.01%
+80,000
523
$3.35M 0.01%
28,371
-7,243
524
$3.34M 0.01%
97,784
-600
525
$3.32M 0.01%
149,994
-900
19 20
21
22 23