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
851
$428K ﹤0.01%
4,807
-18
852
$422K ﹤0.01%
6,673
-37
853
$419K ﹤0.01%
5,440
854
$415K ﹤0.01%
6,050
855
$412K ﹤0.01%
89,696
-3,584
856
$411K ﹤0.01%
3,469
-24
857
$405K ﹤0.01%
769
+330
858
$395K ﹤0.01%
4,400
-3,600
859
$390K ﹤0.01%
+20,600
860
$387K ﹤0.01%
133,573
+116,958
861
$379K ﹤0.01%
25,642
862
$373K ﹤0.01%
+14,000
863
$373K ﹤0.01%
5,020
-401
864
$370K ﹤0.01%
15,400
+1,550
865
$370K ﹤0.01%
9,110
+20
866
$364K ﹤0.01%
1,886
-14
867
$363K ﹤0.01%
2,019
-135
868
$361K ﹤0.01%
357,402
+6,290
869
$358K ﹤0.01%
1,250
-7
870
$356K ﹤0.01%
27,497
+2,400
871
$353K ﹤0.01%
3,142
-382
872
$352K ﹤0.01%
+4,200
873
$350K ﹤0.01%
3,076
-481
874
$346K ﹤0.01%
9,795
+4,228
875
$342K ﹤0.01%
5,700
-100
33 34
35
36 37