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
376
$2.24M 0.01%
96,833
-35,495
377
$2.24M 0.01%
129,398
378
$2.23M 0.01%
70,087
+7,758
379
$2.2M 0.01%
1,288,000
+339,180
380
$2.19M 0.01%
30,359
-13,369
381
$2.17M 0.01%
146,108
-800
382
$2.17M 0.01%
56,938
+23,603
383
$2.13M 0.01%
20,511
+1,296
384
$2.1M 0.01%
33,415
-43,545
385
$2.05M 0.01%
23,132
+8,520
386
$2.03M 0.01%
51,250
387
$2.03M 0.01%
100,895
-400
388
$2.01M 0.01%
46,044
+1,385
389
$1.96M 0.01%
50,000
390
$1.93M 0.01%
18,159
+13
391
$1.92M 0.01%
52,361
+3,796
392
$1.88M 0.01%
231,760
+9,036
393
$1.87M 0.01%
167,031
394
$1.8M 0.01%
+38,950
395
$1.78M 0.01%
56,903
+4,657
396
$1.72M 0.01%
20,161
-2,297
397
$1.7M 0.01%
79,302
-15,568
398
$1.69M 0.01%
34,450
-133,300
399
$1.68M 0.01%
143,700
400
$1.66M 0.01%
51,453
-200
14 15
16
17 18