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
526
$3.29M 0.01%
29,945
+24,689
527
$3.27M 0.01%
55,792
528
$3.27M 0.01%
28,415
-51
529
$3.25M 0.01%
24,780
530
$3.24M 0.01%
55,157
+49,078
531
$3.21M 0.01%
25,817
-1,971
532
$3.18M 0.01%
175,250
-106,900
533
$3.18M 0.01%
81,876
-36,718
534
$3.17M 0.01%
155,700
535
$3.14M 0.01%
+255,700
536
$3.07M 0.01%
234,016
537
$3.07M 0.01%
118,895
538
$3.04M 0.01%
46,843
+11
539
$3.02M 0.01%
30,343
-132,157
540
$3M 0.01%
23,793
+443
541
$2.99M 0.01%
39,474
-34,797
542
$2.96M 0.01%
449,705
+168,593
543
$2.94M 0.01%
122,233
+66,277
544
$2.92M 0.01%
31,943
-3,494
545
$2.88M 0.01%
547,965
+13,029
546
$2.88M 0.01%
2,522
-13,651
547
$2.87M 0.01%
76,965
-169,194
548
$2.86M 0.01%
+86,739
549
$2.86M 0.01%
19,820
+1,635
550
$2.85M 0.01%
46,143
+27
20 21
22
23 24