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
1
$1.49B 3.91%
18,340,007
+646,710
2
$1.37B 3.6%
23,496,158
+113,729
3
$1.11B 2.92%
19,548,365
-682,971
4
$695M 1.83%
9,423,764
+298,417
5
$666M 1.75%
2,244,152
+128,134
6
$662M 1.74%
36,030,621
-1,580,220
7
$586M 1.54%
4,211,891
+182,536
8
$573M 1.51%
12,881,265
+369,435
9
$561M 1.47%
10,824,409
-1,617,970
10
$557M 1.46%
28,334,516
-987,819
11
$520M 1.37%
16,468,265
-213,103
12
$483M 1.27%
27,099,060
-7,242,546
13
$482M 1.27%
16,979,626
+50,425
14
$480M 1.26%
3,711,841
+534,129
15
$477M 1.25%
5,305,757
-691,570
16
$467M 1.23%
13,307,818
+705,723
17
$426M 1.12%
2,476,902
+651,364
18
$423M 1.11%
8,473,286
-107,436
19
$403M 1.06%
8,935,176
-514,868
20
$393M 1.03%
2,864,385
+85,629
21
$392M 1.03%
3,064,823
-357,468
22
$365M 0.96%
1,477,372
-55,911
23
$359M 0.94%
1,865,381
+88,620
24
$347M 0.91%
1,790,194
+96,402
25
$315M 0.83%
5,159,200
+520,960
1
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