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
1076
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-26,074
1077
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-171,614
1078
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-5,893
1079
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-4,321
1080
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0
1081
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1082
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-10,408
1083
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-1,539
1084
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-103,714
1085
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-32,135
1086
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-389,195
1087
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-125,396
1088
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-355,000
1089
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-5,611
1090
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-83,271
1091
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1092
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1093
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1094
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-7,186,657
1095
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1096
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1097
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-19,525
1098
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-428,700
1099
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-17,129
1100
– –
-40,098
42 43
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