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
776
$727K ﹤0.01%
183,217
777
$718K ﹤0.01%
23,993
+12,388
778
$717K ﹤0.01%
47,889
+14,112
779
$712K ﹤0.01%
1,234
-4
780
$706K ﹤0.01%
3,189
-97,224
781
$700K ﹤0.01%
113,400
782
$694K ﹤0.01%
13,950
-30,750
783
$694K ﹤0.01%
25,000
+10,750
784
$690K ﹤0.01%
11,912
-3,598
785
$690K ﹤0.01%
17,623
-15
786
$684K ﹤0.01%
15,029
-1,970
787
$679K ﹤0.01%
15,800
-38,400
788
$676K ﹤0.01%
36,048
789
$668K ﹤0.01%
4,417
+692
790
$667K ﹤0.01%
22,870
+2,663
791
$663K ﹤0.01%
21,610
792
$643K ﹤0.01%
38,387
793
$642K ﹤0.01%
105,702
-10,502
794
$624K ﹤0.01%
+100,000
795
$618K ﹤0.01%
9,950
-26,149
796
$602K ﹤0.01%
179,197
-799,126
797
$599K ﹤0.01%
36,644
-5,275
798
$598K ﹤0.01%
15,850
-100
799
$596K ﹤0.01%
9,017
-2,789
800
$595K ﹤0.01%
7,439
-71,279
30 31
32
33 34