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
1001
– –
-130,954
1002
– –
-63,930
1003
– –
-17,750
1004
– –
-15,450
1005
– –
-4,375
1006
– –
-7,350
1007
– –
-13,351
1008
– –
-5,666
1009
– –
-27,934
1010
– –
-6,302
1011
– –
-46,834
1012
– –
-3,400
1013
– –
-10,540
1014
– –
-17,540
1015
– –
-192,088
1016
– –
-7,401
1017
– –
-3,758
1018
– –
-4,820
1019
– –
-527,794
1020
– –
-11,590
1021
– –
-18,218
1022
– –
-33,438
1023
– –
-11,480
1024
– –
-1,864
1025
– –
-2,134
39 40
41
42 43