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
126
$76.5M 0.2%
7,282,358
+1,772,598
127
$74.7M 0.2%
+2,666,645
128
$73.7M 0.19%
555,374
+491,336
129
$73.2M 0.19%
1,531,546
+89,976
130
$72.4M 0.19%
1,779,231
+15,749
131
$71.8M 0.19%
1,478,384
+122,296
132
$71.8M 0.19%
1,393,096
+63,296
133
$71M 0.19%
3,059,768
-1,120,150
134
$70.6M 0.19%
1,017,344
-110,691
135
$70.3M 0.18%
570,832
+161,830
136
$69.6M 0.18%
918,783
-522,594
137
$69.2M 0.18%
721,707
+4,803
138
$69M 0.18%
1,172,090
+156,400
139
$68.5M 0.18%
461,571
+26,121
140
$66.9M 0.18%
311,536
-21,361
141
$65.6M 0.17%
412,479
-78,516
142
$65.6M 0.17%
1,142,690
+34,862
143
$64.8M 0.17%
400,347
-16,894
144
$63.9M 0.17%
1,650,138
145
$63.5M 0.17%
169,322
+29,009
146
$63.1M 0.17%
484,509
+355,934
147
$63.1M 0.17%
+580,739
148
$63M 0.17%
2,066,665
+190,000
149
$59.9M 0.16%
723,134
+1,642
150
$59.3M 0.16%
789,473
+588,815
4 5
6
7 8