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
101
$51.4M 0.29%
397,243
+86,076
102
$49.3M 0.27%
50,470
+2,812
103
$48.7M 0.27%
624,869
+45,876
104
$47.7M 0.27%
3,514,634
-629,100
105
$47.2M 0.26%
268,747
-29,153
106
$47.2M 0.26%
47,470
+2,133
107
$47M 0.26%
2,538,633
-34,300
108
$46.5M 0.26%
252,962
+4,769
109
$45.6M 0.25%
497,996
-122,084
110
$44.6M 0.25%
577,321
+125,723
111
$44.5M 0.25%
1,387,990
-160,340
112
$43M 0.24%
343,072
-33,695
113
$42.7M 0.24%
22,853
+3,445
114
$42.6M 0.24%
4,220,727
+952,038
115
$42.4M 0.24%
620,569
-77,500
116
$42.2M 0.23%
411,660
-109,928
117
$41.3M 0.23%
1,457,664
+1,110,211
118
$41.2M 0.23%
396,625
-62,000
119
$41.1M 0.23%
1,889,133
+343,476
120
$41.1M 0.23%
+2,031,997
121
$39.5M 0.22%
533,191
-324,298
122
$39.2M 0.22%
255,869
-6,150
123
$38.2M 0.21%
314,179
-257,563
124
$38M 0.21%
311,880
+2,494
125
$37.7M 0.21%
506,406
+3,100
3 4
5
6 7