Mackenzie Financial

Mackenzie Financial Portfolio holdings

AUM $77.2B
1-Year Est. Return 22.51%
This Quarter Est. Return
1 Year Est. Return
+22.51%
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 11.47%
5 Energy 8.52%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$207M 0.54%
2,676,028
+385,110
52
$191M 0.5%
2,036,307
+116,835
53
$185M 0.49%
635,321
+623,859
54
$182M 0.48%
2,559,470
-284,904
55
$181M 0.48%
2,626,774
-977,609
56
$175M 0.46%
5,996,058
-2,212,192
57
$175M 0.46%
952,884
-227,151
58
$174M 0.46%
1,903,993
-3,250
59
$167M 0.44%
3,376,452
+453,185
60
$163M 0.43%
+2,802,666
61
$158M 0.42%
3,130,594
-1,140,889
62
$154M 0.4%
5,573,560
-597,230
63
$150M 0.39%
1,897,452
+61,109
64
$150M 0.39%
2,703,908
-50,401
65
$149M 0.39%
1,967,779
-218,436
66
$148M 0.39%
702,420
-62,452
67
$144M 0.38%
122,024
+5,098
68
$142M 0.37%
2,983,119
+1,217,804
69
$141M 0.37%
3,417,914
-1,469,762
70
$140M 0.37%
2,625,430
-151,700
71
$139M 0.37%
6,758,354
-1,712,300
72
$139M 0.36%
620,553
-17,522
73
$138M 0.36%
2,565,008
-283,194
74
$135M 0.35%
26,690,396
+8,353,487
75
$134M 0.35%
754,154
-117,857
1 2
3
4 5