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
51
$84.2M 0.47%
1,630,515
-112,987
52
$84.1M 0.47%
2,073,232
+17,668
53
$82.5M 0.46%
339,303
+102,638
54
$82.4M 0.46%
4,503,140
+785,616
55
$80.2M 0.45%
877,528
-15,610
56
$78.6M 0.44%
1,967,487
-939,144
57
$77.6M 0.43%
2,657,366
-527,118
58
$76.9M 0.43%
1,744,864
+125,788
59
$76.8M 0.43%
1,016,534
+118,454
60
$75.7M 0.42%
460,178
-211,420
61
$75.5M 0.42%
937,878
+69,285
62
$74.6M 0.42%
1,580,866
-413,719
63
$73.3M 0.41%
673,122
-80,814
64
$73.1M 0.41%
231,178
-3,814
65
$72.7M 0.4%
1,288,588
-28,000
66
$72.5M 0.4%
831,839
-85,515
67
$72.3M 0.4%
2,460,748
-68,456
68
$72.1M 0.4%
403,039
+29,178
69
$71.8M 0.4%
580,246
+185,053
70
$71.4M 0.4%
5,530,531
-138,244
71
$70.6M 0.39%
317,974
+186
72
$70.5M 0.39%
664,881
+51,960
73
$70.3M 0.39%
833,456
+271,613
74
$68.9M 0.38%
1,961,435
+939,243
75
$68.1M 0.38%
1,164,788
-32,061
1 2
3
4 5