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
$18B
AUM Growth
+$866M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
707
New
Increased
Reduced
Closed

Top Buys

1
+$142M
2
+$118M
3
+$117M
4
NKE icon
Nike
NKE
+$70.2M
5
STLA icon
Stellantis
STLA
+$62.6M

Top Sells

1
+$77.9M
2
+$76.2M
3
+$61.8M
4
FLIR
FLIR Systems, Inc. (DE) Common Stock
FLIR
+$40.2M
5
FTV icon
Fortive
FTV
+$37.5M

Sector Composition

1 Financials 24.44%
2 Industrials 12.97%
3 Healthcare 11.89%
4 Technology 11.71%
5 Energy 9.68%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$9.56M 0.05%
177,970
+120,000
252
$9.49M 0.05%
982,500
+41,936
253
$9.29M 0.05%
142,228
+106,263
254
$9.25M 0.05%
160,000
+100,000
255
$9.22M 0.05%
138,838
+134,351
256
$9.02M 0.05%
3,650,544
-1,168,065
257
$9M 0.05%
690,000
+110,800
258
$8.88M 0.05%
125,972
-300
259
$8.88M 0.05%
396,662
+264,538
260
$8.66M 0.05%
56,489
+101
261
$8.48M 0.05%
218,805
+628
262
$8.47M 0.05%
60,122
-5,499
263
$8.4M 0.05%
243,876
+49,200
264
$8.28M 0.05%
123,656
+79,983
265
$8.08M 0.05%
72,366
266
$8.07M 0.04%
183,341
-7,730
267
$8.02M 0.04%
237,713
+61,266
268
$8.01M 0.04%
60,226
-16
269
$8M 0.04%
87,772
+19,400
270
$7.81M 0.04%
650,000
271
$7.78M 0.04%
+100,000
272
$7.67M 0.04%
219,654
+90,689
273
$7.64M 0.04%
387,322
+203,454
274
$7.53M 0.04%
141,600
+10,600
275
$7.46M 0.04%
306,435
-34,336
9 10
11
12 13