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
101
$98.7M 0.26%
425,188
+61,797
102
$97.8M 0.26%
2,188,361
103
$96.6M 0.25%
349,692
+9,927
104
$94.8M 0.25%
1,592,483
-81,792
105
$91.4M 0.24%
1,639,308
+551,071
106
$91.3M 0.24%
445,955
-11,195
107
$91.3M 0.24%
3,759,747
+686,800
108
$91.3M 0.24%
2,344,198
109
$90.1M 0.24%
532,243
-268,887
110
$89M 0.23%
1,189,548
-311,518
111
$88M 0.23%
681,056
+98,201
112
$87.2M 0.23%
3,978,690
+151,607
113
$86.7M 0.23%
836,881
-67,545
114
$86.5M 0.23%
1,969,872
-34,989
115
$86.2M 0.23%
226,528
+2,399
116
$85.1M 0.22%
4,909,596
+587,276
117
$84.2M 0.22%
3,660,818
-259,522
118
$81.8M 0.22%
1,664,878
+50,043
119
$80.8M 0.21%
4,601,435
+1,150,581
120
$79.8M 0.21%
2,759,803
+1,043,397
121
$79.2M 0.21%
18,192,160
+1,132,040
122
$78.8M 0.21%
1,096,238
-495,540
123
$78.5M 0.21%
+1,607,125
124
$77.2M 0.2%
355,211
+124,517
125
$76.9M 0.2%
+4,577,041
3 4
5
6 7