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
401
$1.51M 0.01%
132,024
+93,403
402
$1.5M 0.01%
19,360
+10,524
403
$1.49M 0.01%
118,826
+38,010
404
$1.49M 0.01%
18,000
-2,300
405
$1.48M 0.01%
68,189
406
$1.47M 0.01%
+62,289
407
$1.47M 0.01%
47,758
-3,324
408
$1.47M 0.01%
+20,189
409
$1.45M 0.01%
+62,000
410
$1.43M 0.01%
21,897
+77
411
$1.42M 0.01%
18,169
-8,123
412
$1.4M 0.01%
11,942
-114,231
413
$1.39M 0.01%
+13,139
414
$1.38M 0.01%
19,109
+1,790
415
$1.36M 0.01%
+19,332
416
$1.35M 0.01%
+111,031
417
$1.33M 0.01%
249,300
-323,700
418
$1.3M 0.01%
12,915
-5,948
419
$1.29M 0.01%
131,862
-34,813
420
$1.25M 0.01%
+16,278
421
$1.25M 0.01%
24,500
-174,500
422
$1.22M 0.01%
66,667
-212,759
423
$1.21M 0.01%
10,264
+1,224
424
$1.21M 0.01%
+41,579
425
$1.19M 0.01%
21,125
+943
15 16
17
18 19