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
176
$20.2M 0.11%
+864,384
177
$20.1M 0.11%
982,235
+5,600
178
$19.8M 0.11%
175,758
+2,270
179
$19.7M 0.11%
305,449
-301,034
180
$19.6M 0.11%
404,520
+9,660
181
$19.5M 0.11%
137,053
+2,000
182
$19.4M 0.11%
229,648
+162,894
183
$19.2M 0.11%
1,165,000
-165,980
184
$19M 0.11%
253,097
+2,940
185
$19M 0.11%
425,196
+29,086
186
$18.9M 0.1%
241,931
-33,753
187
$18.4M 0.1%
1,082,904
+15,575
188
$18.4M 0.1%
106,563
+155
189
$17.9M 0.1%
1,862,500
-207,000
190
$17.8M 0.1%
1,020,000
+313,000
191
$17.7M 0.1%
7,292,480
-232,007
192
$17.3M 0.1%
155,336
-49,238
193
$17.2M 0.1%
1,174,695
+251,714
194
$17M 0.09%
999,894
+46,756
195
$16.6M 0.09%
308,065
-83,956
196
$16.6M 0.09%
382,419
+135,419
197
$16.6M 0.09%
681,072
+4,032
198
$16.2M 0.09%
500,613
+5,757
199
$16.1M 0.09%
304,101
+7,289
200
$16M 0.09%
62,892
+42,215
6 7
8
9 10