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
$41.4B
AUM Growth
+$3.39B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,368
New
Increased
Reduced
Closed

Top Buys

1
+$372M
2
+$206M
3
+$174M
4
NTR icon
Nutrien
NTR
+$169M
5
EL icon
Estee Lauder
EL
+$162M

Top Sells

1
+$573M
2
+$295M
3
+$254M
4
CNQ icon
Canadian Natural Resources
CNQ
+$216M
5
SJR
Shaw Communications Inc.
SJR
+$196M

Sector Composition

1 Financials 22.54%
2 Industrials 12.03%
3 Healthcare 11.97%
4 Technology 10.6%
5 Energy 8.17%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1301
– –
-8,505
1302
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-198,264
1303
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-195,295
1304
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-99,545
1305
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-12,014
1306
– –
-213,895
1307
– –
-35,085
1308
– –
-5,350
1309
– –
-70,020
1310
– –
-141,686
1311
– –
-25,500
1312
– –
-8,023
1313
– –
-51,415
1314
– –
-18,200
1315
– –
-340,395
1316
– –
-1,312,629
1317
– –
-12,950
1318
– –
-70,327
1319
– –
-145,695
1320
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-27,180
1321
– –
-25,895
1322
– –
-72,414
1323
– –
-9,650
1324
– –
-7,060
1325
– –
-13,500
51 52
53
54 55