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
751
$830K ﹤0.01%
6,681
+223
752
$830K ﹤0.01%
16,301
-14
753
$810K ﹤0.01%
+5,094
754
$808K ﹤0.01%
26,805
-704,358
755
$807K ﹤0.01%
19,466
756
$807K ﹤0.01%
+14,100
757
$806K ﹤0.01%
14,271
-6,788
758
$801K ﹤0.01%
21,310
759
$795K ﹤0.01%
8,822
+1,572
760
$794K ﹤0.01%
17,557
+31
761
$793K ﹤0.01%
58,492
+21,928
762
$781K ﹤0.01%
88,200
-175,200
763
$776K ﹤0.01%
2,890
764
$771K ﹤0.01%
1,094
-549
765
$769K ﹤0.01%
20,500
766
$757K ﹤0.01%
34,065
767
$751K ﹤0.01%
58,032
+36,831
768
$748K ﹤0.01%
14,875
-17,506
769
$747K ﹤0.01%
19,745
-2,090
770
$746K ﹤0.01%
8,090
-101
771
$740K ﹤0.01%
10,400
-21,433
772
$739K ﹤0.01%
31,763
-83,464
773
$738K ﹤0.01%
24,504
-295,982
774
$736K ﹤0.01%
7,361
-180
775
$731K ﹤0.01%
8,950
-3,554
29 30
31
32 33