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
201
$32.5M 0.09%
1,351,209
+298,015
202
$32.3M 0.08%
435,336
+432,740
203
$32.3M 0.08%
721,086
+48,140
204
$32M 0.08%
+154,891
205
$31.7M 0.08%
627,370
-509,406
206
$30.6M 0.08%
188,172
+167,097
207
$30.3M 0.08%
429,615
-70,836
208
$30.2M 0.08%
476,474
+269,974
209
$30M 0.08%
493,487
-4,243
210
$29.7M 0.08%
+2,067,731
211
$29.1M 0.08%
324,030
-80,141
212
$28.6M 0.08%
1,195,012
+822,637
213
$28.2M 0.07%
638,922
-713,496
214
$28.2M 0.07%
174,412
+71,856
215
$27.2M 0.07%
292,088
+85,848
216
$27M 0.07%
194,369
-124,512
217
$26.9M 0.07%
789,218
-48,711
218
$26.1M 0.07%
808,675
-1,007,638
219
$25.5M 0.07%
1,573,747
-332,612
220
$25.5M 0.07%
571,895
-736,941
221
$25.4M 0.07%
95,296
+73,803
222
$24.6M 0.06%
273,841
+239,786
223
$24.5M 0.06%
185,178
+183,382
224
$24.4M 0.06%
1,254,549
-68,010
225
$24.1M 0.06%
201,974
+5,249
7 8
9
10 11