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
451
$936K 0.01%
+20,622
452
$898K 0.01%
24,535
+988
453
$891K 0.01%
8,543
-7,941
454
$891K 0.01%
120,539
455
$879K ﹤0.01%
5,500
456
$878K ﹤0.01%
23,050
457
$875K ﹤0.01%
1,459
458
– –
0
459
$858K ﹤0.01%
4,920
460
$851K ﹤0.01%
+40,150
461
$841K ﹤0.01%
+60,000
462
$830K ﹤0.01%
4,478
+481
463
$819K ﹤0.01%
4,954
+1,529
464
$814K ﹤0.01%
15,900
465
$814K ﹤0.01%
+15,200
466
$801K ﹤0.01%
7,550
+5,800
467
$799K ﹤0.01%
9,004
+415
468
$793K ﹤0.01%
56,000
+11,000
469
$780K ﹤0.01%
48,000
+9,000
470
$761K ﹤0.01%
9,607
+1,868
471
$758K ﹤0.01%
+17,736
472
$747K ﹤0.01%
20,000
473
$733K ﹤0.01%
32,545
474
$719K ﹤0.01%
21,256
475
$713K ﹤0.01%
18,356
+168
17 18
19
20 21