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
426
$1.18M 0.01%
8,671
+265
427
$1.17M 0.01%
+12,450
428
$1.17M 0.01%
+46,776
429
$1.15M 0.01%
+33,247
430
$1.15M 0.01%
+46,085
431
$1.15M 0.01%
137,111
+60,095
432
$1.14M 0.01%
9,183
+6,525
433
$1.13M 0.01%
14,382
+2,669
434
$1.12M 0.01%
+475,000
435
$1.12M 0.01%
8,000
436
$1.02M 0.01%
+13,244
437
$1.02M 0.01%
10,211
+3,687
438
$1.02M 0.01%
143,700
-35,400
439
$996K 0.01%
10,784
-20,000
440
$978K 0.01%
22,062
+426
441
$975K 0.01%
+65,900
442
$961K 0.01%
+360,240
443
$959K 0.01%
+31,241
444
$952K 0.01%
+73,000
445
$936K 0.01%
10,815
-2,894
446
$932K 0.01%
8,591
-76
447
$927K 0.01%
+51,692
448
$925K 0.01%
77,262
-58,263
449
$900K 0.01%
187,163
+17,577
450
$899K 0.01%
+7,675
16 17
18
19 20