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
126
$37.5M 0.21%
391,211
+297,989
127
$37.3M 0.21%
214,078
-6,424
128
$36M 0.2%
487,583
-22,110
129
$35.6M 0.2%
490,948
-47,724
130
$35.2M 0.2%
1,093,743
+72,979
131
$34.9M 0.19%
749,671
+49,302
132
$34.8M 0.19%
1,530,578
-192,992
133
$34.7M 0.19%
5,420,481
+939,657
134
$34.6M 0.19%
1,815,382
+385,500
135
$34.4M 0.19%
259,022
-3,553
136
$34.3M 0.19%
4,657,833
-3,786,118
137
$34.1M 0.19%
288,327
-3,900
138
$33.7M 0.19%
393,800
-1,031
139
$33.6M 0.19%
3,280,385
+429,555
140
$33M 0.18%
118,700
-1,800
141
$32.9M 0.18%
+758,272
142
$32.8M 0.18%
524,387
+141,556
143
$32.8M 0.18%
377,835
-192,812
144
$32.4M 0.18%
580,699
-61,749
145
$32.4M 0.18%
540,768
+56,468
146
$31.8M 0.18%
608,523
+17,819
147
$31.8M 0.18%
448,724
+178,023
148
$31.5M 0.18%
360,374
-40,527
149
$30.9M 0.17%
300,700
150
$30.2M 0.17%
443,474
-21
4 5
6
7 8