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
151
$58.8M 0.15%
493,338
-9,411
152
$58.5M 0.15%
1,316,304
+145,717
153
$58.4M 0.15%
297,808
+247,255
154
$56.7M 0.15%
2,302,300
-266,595
155
$56.5M 0.15%
357,042
-721,208
156
$56.1M 0.15%
510,473
+4,759
157
$55.7M 0.15%
2,250,538
-194,445
158
$55M 0.14%
435,377
-138,025
159
$54.8M 0.14%
2,445,012
+10,604
160
$54.3M 0.14%
1,900,335
-64,755
161
$53.9M 0.14%
1,160,106
+1,204
162
$52.5M 0.14%
393,945
-164,075
163
$52.2M 0.14%
2,333,777
+1,878,728
164
$52M 0.14%
2,445,690
-48,541
165
$50M 0.13%
1,315,686
+235,080
166
$49.4M 0.13%
536,497
-50,181
167
$48.9M 0.13%
1,145,162
+17,080
168
$48.2M 0.13%
1,206,827
-205,622
169
$47.5M 0.12%
350,278
170
$47M 0.12%
1,948,376
-650,392
171
$46.2M 0.12%
994,943
+192,154
172
$46.1M 0.12%
1,395,580
-305,100
173
$46M 0.12%
994,505
174
$45.8M 0.12%
1,702,928
-165,572
175
$43.4M 0.11%
121,759
-825
5 6
7
8 9