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
626
$1.75M ﹤0.01%
46,050
627
$1.75M ﹤0.01%
53,853
-1,172,803
628
$1.75M ﹤0.01%
14,036
+1,093
629
$1.74M ﹤0.01%
31,300
-7,438
630
$1.74M ﹤0.01%
28,200
-9,350
631
$1.74M ﹤0.01%
16,917
-349,017
632
$1.72M ﹤0.01%
475,650
-904,487
633
$1.71M ﹤0.01%
15,564
+838
634
$1.71M ﹤0.01%
40,616
-1,590
635
$1.71M ﹤0.01%
25,847
-31
636
$1.71M ﹤0.01%
89,000
637
$1.69M ﹤0.01%
10,972
+22
638
$1.69M ﹤0.01%
22,440
+10,632
639
$1.68M ﹤0.01%
104,655
+5,430
640
$1.68M ﹤0.01%
32,953
-306,163
641
$1.68M ﹤0.01%
100,311
+19,146
642
$1.66M ﹤0.01%
55,402
-8,911
643
$1.65M ﹤0.01%
41,200
644
$1.65M ﹤0.01%
60,225
+17,625
645
$1.63M ﹤0.01%
46,420
646
$1.59M ﹤0.01%
13,910
+387
647
$1.59M ﹤0.01%
78,965
+29,603
648
$1.58M ﹤0.01%
50,320
-78,582
649
$1.57M ﹤0.01%
47,020
-26,331
650
$1.55M ﹤0.01%
96,334
+36,115
24 25
26
27 28