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
$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 11.46%
5 Energy 8.52%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$42.6M 0.11%
415,784
-16,215
177
$42.6M 0.11%
364,433
-179
178
$42.3M 0.11%
+1,126,612
179
$42M 0.11%
1,614,179
-332,944
180
$40.6M 0.11%
1,008,166
-112,556
181
$40.2M 0.11%
1,788,827
+142,365
182
$39.8M 0.1%
2,180,513
-153,100
183
$38.7M 0.1%
1,090,725
-136,515
184
$38.3M 0.1%
1,802,385
+599,700
185
$38.1M 0.1%
781,223
-545,276
186
$37.3M 0.1%
378,390
+263,937
187
$37.2M 0.1%
590,230
-339,015
188
$36.3M 0.1%
1,165,350
+28,640
189
$35.9M 0.09%
173,418
-112,469
190
$35.6M 0.09%
2,599,959
-159,023
191
$35.5M 0.09%
245,626
-176,068
192
$35.3M 0.09%
995,534
+304,135
193
$34.7M 0.09%
7,050,260
-387,276
194
$34.6M 0.09%
743,681
+172,004
195
$34.2M 0.09%
274,304
-1,107,681
196
$33.8M 0.09%
305,028
-101
197
$33.2M 0.09%
2,883,568
+2,029,823
198
$33.1M 0.09%
238,247
+22,262
199
$32.6M 0.09%
574,437
200
$32.6M 0.09%
477,681
-392,234
6 7
8
9 10