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
301
$5.51M 0.03%
31,322
-20,726
302
$5.44M 0.03%
+210,697
303
$5.36M 0.03%
273,448
+834
304
$5.23M 0.03%
68,749
+13,207
305
$5.21M 0.03%
156,330
-900
306
$5.2M 0.03%
133,590
-11,837
307
$5.11M 0.03%
+203,750
308
$5.05M 0.03%
586,000
-159,000
309
$5.04M 0.03%
78,789
-11,580
310
$5.02M 0.03%
103,177
+95,727
311
$4.99M 0.03%
+207,763
312
$4.9M 0.03%
36,512
+15,186
313
$4.87M 0.03%
103,427
-461,002
314
$4.87M 0.03%
104,910
+26,787
315
$4.84M 0.03%
85,769
-26,000
316
$4.8M 0.03%
86,075
+40,630
317
$4.77M 0.03%
128,540
-600
318
$4.71M 0.03%
62,674
-300
319
$4.71M 0.03%
+118,200
320
$4.64M 0.03%
100,000
321
$4.61M 0.03%
154,729
-800
322
$4.59M 0.03%
+137,491
323
$4.56M 0.03%
+68,703
324
$4.53M 0.03%
319,361
-13,000
325
$4.26M 0.02%
55,448
+2,847
11 12
13
14 15