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
1101
– –
-13,857
1102
– –
-33,000
1103
– –
-14,450
1104
– –
-10,400
1105
– –
-7,846
1106
– –
-14,597
1107
– –
-26,246
1108
– –
-299,554
1109
– –
-1,740,305
1110
– –
-60,970
1111
– –
0
1112
– –
-4,502
1113
– –
-495,099
1114
– –
-7,336
1115
– –
-6,450
1116
– –
-72,218
1117
– –
-108,318
1118
– –
-3,750
1119
– –
-232,001
1120
– –
-54,000
1121
– –
-131,147
1122
– –
-51,093
1123
– –
-8,275
1124
– –
-2,778
1125
– –
-17,782
43 44
45
46 47