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
701
$1.13M ﹤0.01%
11,866
-204,767
702
$1.13M ﹤0.01%
76,140
+28,544
703
$1.12M ﹤0.01%
3,682
+89
704
$1.11M ﹤0.01%
45,745
-1,500
705
$1.1M ﹤0.01%
15,200
+4,363
706
$1.08M ﹤0.01%
46,929
-4,572
707
$1.07M ﹤0.01%
1,173,592
-475,508
708
$1.06M ﹤0.01%
13,606
+3,346
709
$1.05M ﹤0.01%
16,457
-9,991
710
$1.04M ﹤0.01%
2,502
-1,165
711
$1.04M ﹤0.01%
7,493
-950
712
$1.04M ﹤0.01%
52,207
-1,099,565
713
$1.04M ﹤0.01%
207,652
+77,848
714
$1.03M ﹤0.01%
98,880
+25,550
715
$1.03M ﹤0.01%
3,871
+2,408
716
$1.03M ﹤0.01%
21,860
-1,600
717
$1.03M ﹤0.01%
3,140
-198
718
$998K ﹤0.01%
1,299,700
+11,700
719
$996K ﹤0.01%
865,953
-236,414
720
$991K ﹤0.01%
52,963
+12,192
721
$985K ﹤0.01%
18,850
722
$971K ﹤0.01%
37,271
-4,010
723
$966K ﹤0.01%
+41,100
724
$966K ﹤0.01%
66,574
-9,125
725
$962K ﹤0.01%
96,213
-1,379
27 28
29
30 31