Mackenzie Financial

Mackenzie Financial Portfolio holdings

AUM $77.2B
1-Year Est. Return 22.51%
This Quarter Est. Return
1 Year Est. Return
+22.51%
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 11.47%
5 Energy 8.52%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1151
-504
1152
-8,275
1153
-2,778
1154
-63,930
1155
-17,750
1156
-15,450
1157
-4,375
1158
-7,350
1159
-13,351