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
276
$7.4M 0.04%
168,219
+65,219
277
$7.31M 0.04%
130,000
+78,000
278
$7.27M 0.04%
120,096
+17,744
279
$7.18M 0.04%
117,115
+63,345
280
$7.05M 0.04%
109,718
+28,000
281
$6.58M 0.04%
+383,939
282
$6.55M 0.04%
77,893
-300
283
$6.5M 0.04%
90,070
+78,730
284
$6.47M 0.04%
+286,113
285
$6.46M 0.04%
59,446
-200
286
$6.44M 0.04%
180,000
-20,000
287
$6.3M 0.04%
2,228,000
-25,000
288
$6.29M 0.04%
126,691
+78,091
289
$6.23M 0.03%
51,277
-3,305
290
$6.17M 0.03%
106,360
-600
291
$6.15M 0.03%
492,218
+388,580
292
$6.03M 0.03%
144,550
-131,950
293
$5.97M 0.03%
105,901
-410
294
$5.96M 0.03%
127,986
295
$5.87M 0.03%
126,864
-600
296
$5.81M 0.03%
+370,000
297
$5.8M 0.03%
89,638
-19,543
298
$5.8M 0.03%
30,821
+146
299
$5.79M 0.03%
51,000
300
$5.63M 0.03%
89,843
+63,457
10 11
12
13 14