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
726
$956K ﹤0.01%
3,446
+2,485
727
$945K ﹤0.01%
11,538
+2,185
728
$940K ﹤0.01%
9,242
+3,442
729
$940K ﹤0.01%
+36,000
730
$925K ﹤0.01%
39,350
-2,550
731
$923K ﹤0.01%
60,604
732
$923K ﹤0.01%
135,727
+50,883
733
$921K ﹤0.01%
6,482
-947
734
$908K ﹤0.01%
55,650
-2,200
735
$902K ﹤0.01%
46,850
-8,050
736
$869K ﹤0.01%
97,748
+36,645
737
$868K ﹤0.01%
4,099
-199
738
$866K ﹤0.01%
35,750
739
$863K ﹤0.01%
19,247
+2,347
740
$861K ﹤0.01%
32,190
-9,540
741
$859K ﹤0.01%
203,987
-1,200
742
$853K ﹤0.01%
21,300
-950
743
$852K ﹤0.01%
47,085
-37,655
744
$850K ﹤0.01%
8,822
+1,253
745
$846K ﹤0.01%
24,252
746
$836K ﹤0.01%
16,825
+451
747
$835K ﹤0.01%
54,522
-1,328,082
748
$835K ﹤0.01%
6,780
+280
749
$832K ﹤0.01%
34,564
-2,500
750
$831K ﹤0.01%
+6,631
28 29
30
31 32