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
351
$2.72M 0.02%
33,687
+548
352
$2.72M 0.02%
52,000
+25,600
353
$2.71M 0.02%
515,266
-2,800
354
$2.7M 0.02%
76,024
355
$2.66M 0.01%
123,071
+4,615
356
$2.64M 0.01%
20,762
-178,591
357
$2.64M 0.01%
38,167
358
$2.62M 0.01%
393,904
359
$2.57M 0.01%
+39,027
360
$2.57M 0.01%
120,565
+15,792
361
$2.54M 0.01%
70,800
-20,691
362
$2.51M 0.01%
290,394
-1,500
363
$2.5M 0.01%
80,618
-6,150
364
$2.42M 0.01%
69,201
-796
365
$2.37M 0.01%
+197,000
366
$2.35M 0.01%
+36,450
367
$2.34M 0.01%
+31,027
368
$2.34M 0.01%
21,659
-233,031
369
$2.3M 0.01%
88,920
-41,080
370
$2.26M 0.01%
203,155
+13,145
371
$2.25M 0.01%
460,300
-427,200
372
$2.25M 0.01%
72,716
-324
373
$2.25M 0.01%
58,728
374
$2.25M 0.01%
364,413
+57,631
375
$2.25M 0.01%
16,935
+6,018
13 14
15
16 17