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
576
$2.47M 0.01%
88,276
+3,300
577
$2.47M 0.01%
88,441
-564,073
578
$2.47M 0.01%
197,875
+214
579
$2.45M 0.01%
+25,560
580
$2.44M 0.01%
10,260
-5,000
581
$2.43M 0.01%
98,036
+76
582
$2.4M 0.01%
91,020
-1,250
583
$2.36M 0.01%
20,239
-248
584
$2.35M 0.01%
191,797
+15,093
585
$2.35M 0.01%
77,002
-2,740
586
$2.32M 0.01%
545,455
+67,151
587
$2.3M 0.01%
21,380
-21,520
588
$2.29M 0.01%
15,056
-2,608
589
$2.25M 0.01%
6,870
+145
590
$2.23M 0.01%
19,443
+1,080
591
$2.23M 0.01%
+10,698
592
$2.23M 0.01%
218,530
+28,030
593
$2.2M 0.01%
222,850
-79,200
594
$2.19M 0.01%
+151,700
595
$2.19M 0.01%
248,225
-17,201
596
$2.17M 0.01%
17,733
-1,602
597
$2.16M 0.01%
225,506
+17,111
598
$2.16M 0.01%
47,549
+5
599
$2.15M 0.01%
21,584
+13,700
600
$2.15M 0.01%
73,084
+6,625
22 23
24
25 26