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
976
$134K ﹤0.01%
10,160
977
$133K ﹤0.01%
+16,220
978
$129K ﹤0.01%
40
979
$121K ﹤0.01%
10,502
-43,085
980
$101K ﹤0.01%
57,450
981
$100K ﹤0.01%
13,892
982
$98K ﹤0.01%
10,380
983
$92K ﹤0.01%
+24,000
984
$86K ﹤0.01%
19,700
-23,200
985
$85K ﹤0.01%
29,330
986
$81K ﹤0.01%
18,701
-272,236
987
$78K ﹤0.01%
36,000
988
$77K ﹤0.01%
15,400
-5,800
989
$75K ﹤0.01%
5,667
-616
990
$72K ﹤0.01%
23,977
-2,431,085
991
$70K ﹤0.01%
5,630
992
$63K ﹤0.01%
1,003
-155
993
$61K ﹤0.01%
39,900
994
$58K ﹤0.01%
2,022
995
$52K ﹤0.01%
+10,300
996
$7K ﹤0.01%
1,501
+206
997
– –
-803,427
998
– –
-504
999
– –
-4,302
1000
– –
-1,152
38 39
40
41 42