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
276
$4.92M 0.03%
117,165
+41
277
$4.91M 0.03%
135,451
-6,278
278
$4.88M 0.03%
+39,900
279
$4.86M 0.03%
159,629
-1,000
280
$4.86M 0.03%
63,874
-1,102
281
$4.83M 0.03%
250,700
+239,797
282
$4.8M 0.03%
+155,617
283
$4.78M 0.03%
67,021
-300
284
$4.75M 0.03%
+54,044
285
$4.68M 0.03%
+74,430
286
$4.67M 0.03%
151,400
-439,581
287
$4.63M 0.03%
161,430
-900
288
$4.59M 0.03%
63,323
-15,132
289
$4.55M 0.03%
21,047
+326
290
$4.52M 0.03%
+160,837
291
$4.46M 0.03%
387,885
-2,400
292
$4.43M 0.03%
+62,668
293
$4.4M 0.03%
296,410
-181,854
294
$4.34M 0.03%
+83,000
295
$4.32M 0.03%
63,197
+10,462
296
$4.29M 0.03%
150,576
-800
297
$4.23M 0.03%
49,328
+36,073
298
$4.22M 0.03%
243,319
+41,114
299
$4.19M 0.03%
365,063
-7,500
300
$4.16M 0.02%
41,526
-200
10 11
12
13 14