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
676
$1.32M ﹤0.01%
36,976
-15,039
677
$1.31M ﹤0.01%
43,000
-30,000
678
$1.29M ﹤0.01%
10,300
679
$1.29M ﹤0.01%
24,204
-928
680
$1.29M ﹤0.01%
+59,047
681
$1.28M ﹤0.01%
21,900
-1,250
682
$1.28M ﹤0.01%
73,822
-3,997
683
$1.27M ﹤0.01%
24,074
-62
684
$1.27M ﹤0.01%
134,045
-17,047
685
$1.27M ﹤0.01%
37,444
-19
686
$1.26M ﹤0.01%
49,600
-21,764
687
$1.25M ﹤0.01%
46,962
+90
688
$1.25M ﹤0.01%
41,640
689
$1.25M ﹤0.01%
12,074
-277,299
690
$1.25M ﹤0.01%
71,381
-62,179
691
$1.25M ﹤0.01%
33,650
-14,100
692
$1.21M ﹤0.01%
20,182
+19,690
693
$1.21M ﹤0.01%
10,954
-3,186
694
$1.2M ﹤0.01%
8,565
+71
695
$1.2M ﹤0.01%
77,200
-57,283
696
$1.19M ﹤0.01%
67,234
+6,565
697
$1.19M ﹤0.01%
1,564,150
698
$1.16M ﹤0.01%
68,700
-19,500
699
$1.14M ﹤0.01%
72,965
700
$1.14M ﹤0.01%
+182,287
26 27
28
29 30