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
801
$594K ﹤0.01%
16,577
802
$585K ﹤0.01%
10,500
-2,240
803
$582K ﹤0.01%
55,000
+4,500
804
$581K ﹤0.01%
+30,799
805
$581K ﹤0.01%
12,300
806
$576K ﹤0.01%
10,646
-57
807
$572K ﹤0.01%
3,500
+200
808
$572K ﹤0.01%
3,707
+598
809
$566K ﹤0.01%
10,770
810
$565K ﹤0.01%
4,250
-47
811
$562K ﹤0.01%
6,217
-3,044
812
$551K ﹤0.01%
938,373
813
$549K ﹤0.01%
3,300
-4,200
814
$539K ﹤0.01%
4,152
-766
815
$538K ﹤0.01%
50,997
+19,118
816
$537K ﹤0.01%
13,570
-14
817
$530K ﹤0.01%
2,312
+542
818
$524K ﹤0.01%
28,000
819
$523K ﹤0.01%
3,278
-3
820
$519K ﹤0.01%
83,307
+31,231
821
$518K ﹤0.01%
6,902
822
$495K ﹤0.01%
6,747
+1,866
823
$493K ﹤0.01%
9,520
+3,569
824
$492K ﹤0.01%
2,460
-297
825
$490K ﹤0.01%
25,000
+6,000
31 32
33
34 35