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
326
$3.4M 0.02%
+49,059
327
$3.32M 0.02%
+34,232
328
$3.32M 0.02%
130,085
-32,623
329
$3.26M 0.02%
1,585,000
-6,559,793
330
$3.22M 0.02%
46,732
+14,151
331
$3.19M 0.02%
58,872
-400
332
$3.1M 0.02%
35,763
+32,432
333
$3.05M 0.02%
23,690
-3,681
334
$3M 0.02%
+111,717
335
$2.99M 0.02%
+51,143
336
$2.9M 0.02%
393,904
-20,900
337
$2.89M 0.02%
32,065
+24,714
338
$2.88M 0.02%
+103,995
339
$2.85M 0.02%
747,090
-171,851
340
$2.79M 0.02%
305,516
+9,216
341
$2.77M 0.02%
+61,137
342
$2.75M 0.02%
78,896
+67,876
343
$2.74M 0.02%
490,362
+246,392
344
$2.73M 0.02%
38,167
345
$2.67M 0.02%
+66,400
346
$2.66M 0.02%
33,975
+29,385
347
$2.63M 0.02%
82,724
+20,292
348
$2.62M 0.02%
51,044
+1,742
349
$2.61M 0.02%
35,729
+21,151
350
$2.54M 0.02%
1,200,000
12 13
14
15 16