Mackenzie Financial

Mackenzie Financial Portfolio holdings

AUM $77.2B
1-Year Est. Return 22.51%
This Quarter Est. Return
1 Year Est. Return
+22.51%
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 11.47%
5 Energy 8.52%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$133M 0.35%
639,965
-48,203
77
$132M 0.35%
1,704,216
-34,968
78
$129M 0.34%
1,387,612
-1,932
79
$124M 0.33%
597,587
+178,036
80
$123M 0.32%
729,861
-901,918
81
$120M 0.32%
1,259,201
+70,206
82
$120M 0.32%
2,939,221
+1,692,660
83
$119M 0.31%
3,185,368
-158,536
84
$118M 0.31%
826,392
+317,711
85
$116M 0.3%
598,850
-4,080
86
$116M 0.3%
1,310,146
-1,058,536
87
$115M 0.3%
1,996,861
+254,737
88
$114M 0.3%
1,760,651
+116,116
89
$109M 0.29%
2,260,490
-18,362
90
$109M 0.29%
8,170,860
-123,420
91
$108M 0.28%
1,791,772
+402,062
92
$108M 0.28%
+474,863
93
$108M 0.28%
1,945,306
+322,869
94
$106M 0.28%
3,104,176
+182,202
95
$105M 0.28%
1,426,847
+39,154
96
$104M 0.27%
265,965
+6,104
97
$101M 0.26%
1,252,298
+11,050
98
$99.9M 0.26%
1,683,620
-600,610
99
$99M 0.26%
2,727,304
+195,900
100
$98.9M 0.26%
1,085,181
+213,389
2 3
4
5 6