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
$16.7B
AUM Growth
+$680M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
787
New
Increased
Reduced
Closed

Top Buys

1
+$113M
2
+$92.3M
3
+$70.6M
4
CHK
Chesapeake Energy Corporation
CHK
+$62.4M
5
IQV icon
IQVIA
IQV
+$58.4M

Top Sells

1
+$127M
2
+$107M
3
+$71.2M
4
IMS
IMS HEALTH HLDGS INC COM STK (DE)
IMS
+$68.3M
5
GS icon
Goldman Sachs
GS
+$65.3M

Sector Composition

1 Financials 26.7%
2 Energy 12.08%
3 Healthcare 11.75%
4 Industrials 11.55%
5 Technology 11.03%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$10.6M 0.06%
417,311
-314,682
227
$10.5M 0.06%
420,875
+413,554
228
$10.5M 0.06%
183,413
-1,008
229
$10.2M 0.06%
+100,643
230
$10.2M 0.06%
110,563
-46,690
231
$10.1M 0.06%
1,079,000
-80,900
232
$9.94M 0.06%
4,687,825
-1,112,986
233
$9.56M 0.06%
658,764
-167,737
234
$9.34M 0.06%
+169,100
235
$9.33M 0.06%
+170,110
236
$9.31M 0.06%
125,772
-188,409
237
$9.28M 0.06%
134,925
+33,884
238
$8.93M 0.05%
+52,000
239
$8.82M 0.05%
462,500
-77,500
240
$8.7M 0.05%
183,469
+18,900
241
$8.64M 0.05%
2,773,426
+1,308,145
242
$8.58M 0.05%
163,721
243
$8.27M 0.05%
860,000
244
$7.86M 0.05%
1,213,000
-284,000
245
$7.85M 0.05%
324,882
-65,000
246
$7.82M 0.05%
334,630
+114,533
247
$7.67M 0.05%
97,412
+83,444
248
$7.27M 0.04%
341,671
+35,100
249
$7.19M 0.04%
712,508
-15,399
250
$7.14M 0.04%
1,264,900
-6,100
8 9
10
11 12