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
651
$1.54M ﹤0.01%
165,292
+15,008
652
$1.53M ﹤0.01%
66,300
653
$1.52M ﹤0.01%
37,921
-43,834
654
$1.52M ﹤0.01%
20,548
+260
655
$1.51M ﹤0.01%
122,390
-26,850
656
$1.51M ﹤0.01%
19,440
-1,050
657
$1.48M ﹤0.01%
15,467
+87
658
$1.48M ﹤0.01%
15,903
-12,865
659
$1.48M ﹤0.01%
5,910
+1,656
660
$1.48M ﹤0.01%
+59,852
661
$1.46M ﹤0.01%
100,673
-8,332
662
$1.44M ﹤0.01%
21,701
-7,115
663
$1.43M ﹤0.01%
324,033
-271,340
664
$1.42M ﹤0.01%
25,079
-352,123
665
$1.41M ﹤0.01%
42,696
+132
666
$1.41M ﹤0.01%
181,687
+277
667
$1.39M ﹤0.01%
20,118
-17,195
668
$1.38M ﹤0.01%
72,712
+61
669
$1.36M ﹤0.01%
13,339
+11,119
670
$1.36M ﹤0.01%
23,969
-1,573
671
$1.34M ﹤0.01%
61,556
-34,763
672
$1.34M ﹤0.01%
27,338
673
$1.32M ﹤0.01%
28,221
+2,099
674
$1.32M ﹤0.01%
18,310
-15,700
675
$1.32M ﹤0.01%
87,845
-29,493
25 26
27
28 29