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
301
$4.03M 0.02%
84,232
+24,650
302
$4.02M 0.02%
162,675
-194,350
303
$3.99M 0.02%
56,113
-34,586
304
$3.96M 0.02%
296,806
+220,400
305
$3.94M 0.02%
255,100
-1,500
306
$3.84M 0.02%
23,911
+15,188
307
$3.83M 0.02%
+36,939
308
$3.77M 0.02%
77,431
-37,496
309
$3.75M 0.02%
340,900
-1,600
310
$3.74M 0.02%
+36,198
311
$3.7M 0.02%
23,762
+16,268
312
$3.69M 0.02%
+60,839
313
$3.67M 0.02%
79,399
-400
314
$3.66M 0.02%
119,906
-100,387
315
$3.61M 0.02%
38,498
-244
316
$3.59M 0.02%
324,806
-259,853
317
$3.58M 0.02%
88,671
-1,713
318
$3.56M 0.02%
90,287
-500
319
$3.56M 0.02%
80,958
-54,033
320
$3.5M 0.02%
+54,516
321
$3.5M 0.02%
+108,125
322
$3.49M 0.02%
168,032
+13,186
323
$3.47M 0.02%
116,792
+24,646
324
$3.45M 0.02%
+91,568
325
$3.41M 0.02%
61,536
+43,142
11 12
13
14 15