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
351
$2.54M 0.02%
64,985
+53,422
352
$2.53M 0.02%
156,212
-911
353
$2.53M 0.02%
+44,685
354
$2.52M 0.02%
145,727
+130,727
355
$2.51M 0.02%
+257,550
356
$2.5M 0.02%
36,165
+7,182
357
$2.49M 0.01%
+28,011
358
$2.44M 0.01%
+41,865
359
$2.41M 0.01%
+33,242
360
$2.39M 0.01%
46,445
+2,360
361
$2.36M 0.01%
+312,250
362
$2.34M 0.01%
44,157
-6,910
363
$2.34M 0.01%
57,470
364
$2.31M 0.01%
41,614
-10,088
365
$2.3M 0.01%
60,168
+49,576
366
$2.26M 0.01%
+51,250
367
$2.25M 0.01%
+43,628
368
$2.22M 0.01%
48,600
+9,000
369
$2.21M 0.01%
+52,500
370
$2.19M 0.01%
+74,987
371
$2.19M 0.01%
+437,551
372
$2.11M 0.01%
20,322
+13
373
$2.1M 0.01%
+205,813
374
$2.08M 0.01%
129,252
-7,172
375
$2.06M 0.01%
+81,550
13 14
15
16 17