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
76
$67.1M 0.37%
1,302,981
+27,153
77
$66.8M 0.37%
465,282
+25,272
78
$66.2M 0.37%
2,124,610
+14,082
79
$65.7M 0.37%
9,735,984
+266,300
80
$63.2M 0.35%
400,083
+15,949
81
$62.9M 0.35%
2,078,778
-305,819
82
$62.9M 0.35%
707,573
+353,801
83
$62.9M 0.35%
5,655,890
+541,500
84
$62.9M 0.35%
694,713
-1,980
85
$62.6M 0.35%
+5,910,174
86
$62.6M 0.35%
1,677,819
+1,403,458
87
$62.5M 0.35%
1,343,660
-351,980
88
$61.2M 0.34%
976,608
-48,000
89
$58.7M 0.33%
1,225,632
+6,098
90
$58.4M 0.33%
3,670,952
-563,417
91
$56.3M 0.31%
2,378,813
+23,347
92
$56.2M 0.31%
1,828,557
+325,795
93
$55.9M 0.31%
896,761
+30,247
94
$55.7M 0.31%
405,108
+195,448
95
$53.7M 0.3%
457,074
-5,861
96
$53.1M 0.3%
2,013,000
-24,000
97
$53M 0.3%
2,324,243
+1,267,532
98
$52.9M 0.29%
362,674
+83,109
99
$52M 0.29%
2,231,690
-249,910
100
$51.7M 0.29%
511,057
+49,557
2 3
4
5 6