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
401
$1.65M 0.01%
24,461
402
$1.64M 0.01%
+43,200
403
$1.61M 0.01%
81,000
404
$1.61M 0.01%
6,859
-7,981
405
$1.59M 0.01%
1,140,800
-310,000
406
$1.56M 0.01%
24,850
407
$1.54M 0.01%
6,410
+346
408
$1.52M 0.01%
+19,500
409
$1.51M 0.01%
87,061
410
$1.51M 0.01%
+34,100
411
$1.49M 0.01%
150,000
-50,000
412
$1.47M 0.01%
+12,409
413
$1.45M 0.01%
30,025
+3,866
414
$1.43M 0.01%
85,000
+14,650
415
$1.43M 0.01%
21,850
-38,850
416
$1.43M 0.01%
22,085
+136
417
$1.43M 0.01%
9,402
+204
418
$1.4M 0.01%
+62,700
419
$1.39M 0.01%
105,660
-345,609
420
$1.38M 0.01%
37,457
-13,662
421
$1.35M 0.01%
62,500
+17,900
422
$1.34M 0.01%
17,100
+401
423
$1.31M 0.01%
70,150
424
$1.31M 0.01%
1,000
+450
425
$1.31M 0.01%
50,000
+30,500
15 16
17
18 19