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
1026
– –
-10,600
1027
– –
-35,069
1028
– –
-11,850
1029
– –
-8,800
1030
– –
-10,156
1031
– –
-19,950
1032
– –
-5,080
1033
– –
-7,053
1034
– –
-7,980
1035
– –
-1,285
1036
– –
-3,917
1037
– –
-171,789
1038
– –
-1,650
1039
– –
-3,511
1040
– –
-22,000
1041
– –
-4,608
1042
– –
-5,075
1043
– –
-4,067
1044
– –
-11,990
1045
– –
-69,947
1046
– –
-13,298
1047
– –
-6,126
1048
– –
-9,340
1049
– –
-7,125
1050
– –
-65,915
40 41
42
43 44