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
576
$227K ﹤0.01%
+9,156
577
$227K ﹤0.01%
8,750
578
$220K ﹤0.01%
+12,208
579
$219K ﹤0.01%
1,796
-84
580
$218K ﹤0.01%
+7,798
581
$218K ﹤0.01%
+2,793
582
$218K ﹤0.01%
34,334
583
$218K ﹤0.01%
14,658
-11,050
584
$215K ﹤0.01%
+45,435
585
$212K ﹤0.01%
25,157
+6,423
586
$205K ﹤0.01%
+3,364
587
$201K ﹤0.01%
+8,153
588
$198K ﹤0.01%
27,664
+11,320
589
$195K ﹤0.01%
33,977
+18,977
590
$192K ﹤0.01%
+10,522
591
$191K ﹤0.01%
+1,144
592
$182K ﹤0.01%
22,125
+6,424
593
$179K ﹤0.01%
28,150
594
$169K ﹤0.01%
+10,228
595
$149K ﹤0.01%
3,017
-3,053
596
$144K ﹤0.01%
39,900
597
$133K ﹤0.01%
13,989
+2,289
598
$122K ﹤0.01%
10,000
599
$116K ﹤0.01%
+10,104
600
$114K ﹤0.01%
32,325
+9,159
22 23
24
25 26