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
326
$4.24M 0.02%
41,534
327
$4.19M 0.02%
62,066
+1,894
328
$4M 0.02%
+240,695
329
$3.95M 0.02%
57,072
-300
330
$3.82M 0.02%
186,924
-900
331
$3.79M 0.02%
157,675
-875
332
$3.77M 0.02%
323,239
-1,000
333
$3.7M 0.02%
75,131
-300
334
$3.53M 0.02%
85,000
+28,000
335
$3.38M 0.02%
115,800
-111,950
336
$3.33M 0.02%
+25,148
337
$3.15M 0.02%
58,800
338
$3.14M 0.02%
34,392
+134
339
$3.11M 0.02%
76,226
-400
340
$3.1M 0.02%
61,659
+274
341
$3.1M 0.02%
305,000
-555,000
342
$3.1M 0.02%
72,984
-404
343
$3.06M 0.02%
133,467
-28,250
344
$3.01M 0.02%
138,387
-31,255
345
$3M 0.02%
58,939
-300
346
$2.99M 0.02%
182,592
+50,000
347
$2.99M 0.02%
200,000
+107,000
348
$2.86M 0.02%
1,866,600
349
$2.83M 0.02%
140,497
350
$2.82M 0.02%
54,119
-200
12 13
14
15 16