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
951
$208K ﹤0.01%
2,088
-33
952
$207K ﹤0.01%
10,094
+931
953
$207K ﹤0.01%
2,648
+26
954
$205K ﹤0.01%
+617
955
$205K ﹤0.01%
17,150
956
$201K ﹤0.01%
6,388
-30,854
957
$200K ﹤0.01%
15,793
+107
958
$199K ﹤0.01%
10,650
959
$198K ﹤0.01%
2,364
960
$198K ﹤0.01%
19,100
961
$193K ﹤0.01%
10,901
-19,464
962
$192K ﹤0.01%
21,499
+7,600
963
$187K ﹤0.01%
11,366
964
$186K ﹤0.01%
+18,100
965
$184K ﹤0.01%
25,580
-7,821
966
$168K ﹤0.01%
14,410
967
$165K ﹤0.01%
585
-2,253
968
$163K ﹤0.01%
+12,610
969
$162K ﹤0.01%
22,052
+352
970
$160K ﹤0.01%
16,050
971
$157K ﹤0.01%
11,248
-76,550
972
$154K ﹤0.01%
29,700
+6,390
973
$149K ﹤0.01%
+16,420
974
$144K ﹤0.01%
17,000
-191,426
975
$144K ﹤0.01%
20,928
37 38
39
40 41