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
476
$708K ﹤0.01%
7,066
-28,746
477
$692K ﹤0.01%
61,805
+10,113
478
$687K ﹤0.01%
42,739
+7,282
479
$678K ﹤0.01%
10,000
-20,650
480
$664K ﹤0.01%
13,007
+184
481
$655K ﹤0.01%
7,776
-434
482
$655K ﹤0.01%
43,850
+10,850
483
$651K ﹤0.01%
6,550
+98
484
$649K ﹤0.01%
10,366
485
$648K ﹤0.01%
20,279
+2,236
486
$641K ﹤0.01%
85,582
+7,400
487
$634K ﹤0.01%
27,723
488
$620K ﹤0.01%
4,416
-5,749
489
$616K ﹤0.01%
4,239
+95
490
$612K ﹤0.01%
74,000
+44,000
491
$612K ﹤0.01%
41,992
492
$594K ﹤0.01%
50,000
493
$578K ﹤0.01%
39,418
+22,016
494
$571K ﹤0.01%
25,000
+6,070
495
$570K ﹤0.01%
35,400
496
$570K ﹤0.01%
11,500
+7,500
497
$570K ﹤0.01%
18,000
-6,500
498
$570K ﹤0.01%
+19,808
499
$560K ﹤0.01%
+14,722
500
$560K ﹤0.01%
19,982
+3,888
18 19
20
21 22