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
501
$558K ﹤0.01%
+5,336
502
$557K ﹤0.01%
55,939
503
$547K ﹤0.01%
40,286
+4,579
504
$540K ﹤0.01%
18,121
+10,121
505
$536K ﹤0.01%
+16,779
506
$534K ﹤0.01%
7,708
+130
507
$533K ﹤0.01%
4,000
+1,041
508
$530K ﹤0.01%
9,565
+1,565
509
$528K ﹤0.01%
31,381
510
$523K ﹤0.01%
+6,991
511
$522K ﹤0.01%
33,544
+7,664
512
$516K ﹤0.01%
16,500
-14,000
513
$507K ﹤0.01%
20,139
514
$507K ﹤0.01%
4,799
-9,756
515
$503K ﹤0.01%
6,000
516
$501K ﹤0.01%
3,924
+24
517
$497K ﹤0.01%
14,800
518
$488K ﹤0.01%
29,123
+1,287
519
$484K ﹤0.01%
99,175
+25,322
520
$470K ﹤0.01%
14,002
+3,481
521
$465K ﹤0.01%
11,793
+3,585
522
$461K ﹤0.01%
8,253
+2,063
523
$458K ﹤0.01%
10,878
-37,192
524
$451K ﹤0.01%
7,925
+124
525
$442K ﹤0.01%
53,150
+16,450
19 20
21
22 23