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
926
$249K ﹤0.01%
6,384
-28
927
$247K ﹤0.01%
+5,660
928
$246K ﹤0.01%
2,245
-1,743
929
$244K ﹤0.01%
7,100
-300
930
$244K ﹤0.01%
+5,715
931
$243K ﹤0.01%
2,173
+18
932
$243K ﹤0.01%
3,900
933
$242K ﹤0.01%
17,300
+6,500
934
$241K ﹤0.01%
3,601
-21,483
935
$241K ﹤0.01%
2,500
936
$234K ﹤0.01%
6,618
-161
937
$232K ﹤0.01%
+1,442
938
$224K ﹤0.01%
2,506
-208
939
$224K ﹤0.01%
3,350
-1,450
940
$224K ﹤0.01%
5,600
-4,650
941
$222K ﹤0.01%
7,349
-58
942
$222K ﹤0.01%
84,100
+48,500
943
$221K ﹤0.01%
13,961
-956
944
$218K ﹤0.01%
11,200
945
$217K ﹤0.01%
2,350
-1,900
946
$217K ﹤0.01%
+1,667
947
$215K ﹤0.01%
45,650
-50,000
948
$211K ﹤0.01%
+8,100
949
$211K ﹤0.01%
1,970
-11
950
$209K ﹤0.01%
7,900
36 37
38
39 40