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
526
$431K ﹤0.01%
+30,000
527
$423K ﹤0.01%
24,200
-70,526
528
$416K ﹤0.01%
31,747
+8,106
529
$413K ﹤0.01%
23,114
+7,443
530
$407K ﹤0.01%
24,107
531
$406K ﹤0.01%
7,529
+3,689
532
$392K ﹤0.01%
21,106
+5,389
533
$391K ﹤0.01%
11,463
+4,405
534
$389K ﹤0.01%
9,033
+1,295
535
$376K ﹤0.01%
2,331
-242
536
$373K ﹤0.01%
29,003
-9,710
537
$370K ﹤0.01%
7,125
538
$369K ﹤0.01%
4,949
-4,855
539
$365K ﹤0.01%
+100,960
540
$362K ﹤0.01%
+21,235
541
$360K ﹤0.01%
+93,000
542
$359K ﹤0.01%
4,440
+1,424
543
$359K ﹤0.01%
4,798
+329
544
$355K ﹤0.01%
5,354
+1,551
545
$334K ﹤0.01%
14,000
-50,000
546
$332K ﹤0.01%
3,641
+1,142
547
$329K ﹤0.01%
+13,563
548
$324K ﹤0.01%
8,437
549
$320K ﹤0.01%
21,018
550
$314K ﹤0.01%
8,188
+462
20 21
22
23 24