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
376
$2.06M 0.01%
69,497
+4,676
377
$2.05M 0.01%
+76,515
378
$2.04M 0.01%
27,575
+14,093
379
$2.01M 0.01%
56,702
-200
380
$1.99M 0.01%
50,844
+20,261
381
$1.99M 0.01%
20,250
-6,066
382
$1.95M 0.01%
74,220
-400
383
$1.95M 0.01%
149,049
-800
384
$1.9M 0.01%
46,085
+18,279
385
$1.89M 0.01%
150,808
-1,000
386
$1.89M 0.01%
22,856
+4,137
387
$1.82M 0.01%
+23,406
388
$1.77M 0.01%
45,989
-1,644
389
$1.73M 0.01%
20,004
+16,645
390
$1.71M 0.01%
9,188
-2,197
391
$1.71M 0.01%
59,161
-1,944
392
$1.7M 0.01%
22,411
+1,279
393
$1.68M 0.01%
69,039
-123,230
394
$1.68M 0.01%
235,994
+10,700
395
$1.67M 0.01%
+22,871
396
$1.63M 0.01%
30,650
+13,000
397
$1.6M 0.01%
+25,956
398
$1.55M 0.01%
51,464
+3,645
399
$1.53M 0.01%
+31,149
400
$1.53M 0.01%
21,473
-83,375
14 15
16
17 18