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
601
$2.15M 0.01%
77,916
+48,564
602
$2.14M 0.01%
82,151
-63,332
603
$2.11M 0.01%
18,604
-788,472
604
$2.1M 0.01%
133,144
+29,514
605
$2.08M 0.01%
49,954
+814
606
$2.08M 0.01%
87,896
-7,058
607
$2.05M 0.01%
118,439
-400
608
$2.05M 0.01%
45,035
609
$2.05M 0.01%
133,670
-50,170
610
$1.96M 0.01%
12,863
+26
611
$1.96M 0.01%
397,464
-187,870
612
$1.96M 0.01%
+65,417
613
$1.94M 0.01%
65,615
+1,588
614
$1.9M 0.01%
21,147
-24
615
$1.89M 0.01%
10,022
-623
616
$1.89M 0.01%
44,000
-22,670
617
$1.89M 0.01%
23,744
-50
618
$1.89M 0.01%
44,064
+11,212
619
$1.87M ﹤0.01%
1,952,386
-200,000
620
$1.86M ﹤0.01%
15,000
-600
621
$1.85M ﹤0.01%
139,500
-8,150
622
$1.85M ﹤0.01%
49,004
-16,272
623
$1.85M ﹤0.01%
25,361
+906
624
$1.83M ﹤0.01%
292,473
+109,647
625
$1.8M ﹤0.01%
14,018
-2,546
23 24
25
26 27