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
876
$340K ﹤0.01%
14,070
-3,970
877
$338K ﹤0.01%
13,890
878
$337K ﹤0.01%
1,385
-14
879
$337K ﹤0.01%
13,430
+680
880
$332K ﹤0.01%
20,629
-903
881
$324K ﹤0.01%
+5,239
882
$316K ﹤0.01%
11,180
883
$315K ﹤0.01%
+4,295
884
$315K ﹤0.01%
12,200
+1,600
885
$314K ﹤0.01%
1,864
-1
886
$311K ﹤0.01%
17,319
-9,416
887
$309K ﹤0.01%
+2,300
888
$298K ﹤0.01%
+1,200
889
$297K ﹤0.01%
1,880
-5,065
890
$296K ﹤0.01%
7,600
-3,630
891
$296K ﹤0.01%
87,155
-19,109
892
$293K ﹤0.01%
10,705
-269
893
$291K ﹤0.01%
2,954
+154
894
$290K ﹤0.01%
17,350
-1,500
895
$289K ﹤0.01%
649
-41
896
$288K ﹤0.01%
17,931
-849
897
$285K ﹤0.01%
7,400
-1,000
898
$283K ﹤0.01%
2,734
-125
899
$283K ﹤0.01%
2,094
-10
900
$282K ﹤0.01%
1,423
-80
34 35
36
37 38