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
26
$145M 0.81%
8,380,418
+1,480,630
27
$142M 0.79%
743,715
-153,293
28
$140M 0.78%
2,693,362
-67,721
29
$132M 0.74%
3,318,186
+724,837
30
$128M 0.71%
800,764
-29,477
31
$127M 0.71%
7,391,176
+58,687
32
$121M 0.68%
6,581,808
-451,496
33
$119M 0.66%
7,325,651
-204,062
34
$118M 0.66%
+3,677,705
35
$117M 0.65%
14,424,090
+4,604,026
36
$115M 0.64%
5,270,934
+1,197,499
37
$109M 0.61%
449,992
+75,743
38
$108M 0.6%
14,094,951
+1,783,398
39
$105M 0.59%
1,120,640
+65,972
40
$98.3M 0.55%
2,121,032
-1,682,478
41
$95.7M 0.53%
956,044
-13,652
42
$95.2M 0.53%
1,469,832
-45,757
43
$94.9M 0.53%
3,349,337
+789,203
44
$93.2M 0.52%
5,378,605
-16,282
45
$91.5M 0.51%
2,541,216
-56,140
46
$91.3M 0.51%
620,806
+1,046
47
$90M 0.5%
2,517,589
-173,723
48
$87.8M 0.49%
2,270,430
+951,716
49
$86.4M 0.48%
1,253,387
-2,845
50
$85.6M 0.48%
740,864
-127,272
1
2
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