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
201
$16M 0.09%
143,655
+2,200
202
$15.9M 0.09%
1,102,858
-252,259
203
$15.7M 0.09%
666,353
-10,186
204
$15.2M 0.08%
813,604
+57,175
205
$14.9M 0.08%
357,100
-5,100
206
$14.9M 0.08%
223,789
+97,000
207
$14.7M 0.08%
324,695
-19,008
208
$14.5M 0.08%
127,000
+42,000
209
$14.5M 0.08%
444,553
+92,458
210
$14.5M 0.08%
1,692,500
+97,500
211
$14.4M 0.08%
543,803
-8,895
212
$14.4M 0.08%
4,795,400
-399,199
213
$14.2M 0.08%
+436,110
214
$14.1M 0.08%
211,070
-27,544
215
$14.1M 0.08%
447,232
-334,691
216
$13.7M 0.08%
237,526
+7,193
217
$13.7M 0.08%
69,128
+12,000
218
$13.5M 0.08%
707,051
+697,846
219
$13.5M 0.08%
449,100
+327,735
220
$13.4M 0.07%
184,207
+500
221
$13.3M 0.07%
1,734,414
+1,324,051
222
$13.3M 0.07%
160,369
+3,115
223
$13M 0.07%
159,020
-373,421
224
$12.8M 0.07%
268,315
-7,863
225
$12.7M 0.07%
501,915
-1,473,873
7 8
9
10 11