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
826
$483K ﹤0.01%
19,700
+4,880
827
$482K ﹤0.01%
25,200
-11,300
828
$478K ﹤0.01%
+87,405
829
$475K ﹤0.01%
3,942
-271
830
$475K ﹤0.01%
1,968
+1,068
831
$472K ﹤0.01%
4,863
+216
832
$461K ﹤0.01%
22,940
+11,152
833
$461K ﹤0.01%
8,251
+235
834
$460K ﹤0.01%
+10,770
835
$460K ﹤0.01%
4,155
-42
836
$460K ﹤0.01%
17,800
+4,200
837
$460K ﹤0.01%
3,900
-800
838
$458K ﹤0.01%
3,300
839
$457K ﹤0.01%
5,589
-590
840
$457K ﹤0.01%
12,000
841
$453K ﹤0.01%
74,021
842
$453K ﹤0.01%
11,629
-590
843
$450K ﹤0.01%
2,938
844
$448K ﹤0.01%
6,595
+2,205
845
$446K ﹤0.01%
3,320
-1,207
846
$444K ﹤0.01%
16,695
-135,675
847
$444K ﹤0.01%
+120,000
848
$440K ﹤0.01%
5,185
-42
849
$435K ﹤0.01%
3,678
-42
850
$431K ﹤0.01%
7,614
+591
32 33
34
35 36