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
551
$2.84M 0.01%
151,540
-143,480
552
$2.78M 0.01%
37,478
-39,570
553
$2.78M 0.01%
277,336
-46,602
554
$2.75M 0.01%
219,921
+203,995
555
$2.74M 0.01%
13,100
556
$2.74M 0.01%
4,135
-100
557
$2.73M 0.01%
149,317
-263,540
558
$2.71M 0.01%
22,223
-21,461
559
$2.71M 0.01%
32,344
+7,187
560
$2.69M 0.01%
23,760
-45
561
$2.69M 0.01%
+21,050
562
$2.68M 0.01%
64,031
+7,377
563
$2.67M 0.01%
133,100
+4,600
564
$2.66M 0.01%
24,303
+77
565
$2.64M 0.01%
48,235
-7,499
566
$2.63M 0.01%
30,799
+120
567
$2.63M 0.01%
256,185
-1,500
568
$2.63M 0.01%
28,014
-100
569
$2.61M 0.01%
32,166
+691
570
$2.61M 0.01%
20,329
+1,400
571
$2.59M 0.01%
459,388
+26,221
572
$2.59M 0.01%
+88,100
573
$2.57M 0.01%
29,864
+1,089
574
$2.57M 0.01%
62,315
-10,117
575
$2.48M 0.01%
148,200
+128,950
21 22
23
24 25