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
251
$7.07M 0.04%
18,008
-28,140
252
$6.87M 0.04%
213,862
+7,064
253
$6.86M 0.04%
60,617
+47,119
254
$6.73M 0.04%
60,329
+20,237
255
$6.72M 0.04%
268,704
-303,466
256
$6.62M 0.04%
148,236
+75,736
257
$6.27M 0.04%
170,369
+16,171
258
$6.26M 0.04%
+138,450
259
$6.24M 0.04%
+331,540
260
$6.22M 0.04%
58,868
+57,096
261
$6.13M 0.04%
111,981
-35,811
262
$6.03M 0.04%
+87,748
263
$5.88M 0.04%
+57,136
264
$5.76M 0.03%
380,213
-7,334
265
$5.74M 0.03%
96,232
+92,980
266
$5.68M 0.03%
95,867
+18,785
267
$5.57M 0.03%
227,504
-4,859
268
$5.48M 0.03%
127,986
+82,986
269
$5.34M 0.03%
40,310
-6,590
270
$5.3M 0.03%
36,851
+22,217
271
$5.25M 0.03%
47,635
+31,236
272
$5.24M 0.03%
85,135
+47,889
273
$4.94M 0.03%
+143,202
274
$4.94M 0.03%
247,274
+149,447
275
$4.94M 0.03%
+616,416
9 10
11
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