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
451
$892K 0.01%
+18,000
452
$886K 0.01%
10,604
453
$882K 0.01%
+5,194
454
$877K 0.01%
17,823
+2,027
455
$865K 0.01%
48,000
456
$845K 0.01%
+23,050
457
$837K 0.01%
16,786
-3,314
458
$833K 0.01%
+14,866
459
$833K 0.01%
34,946
+1,800
460
$822K ﹤0.01%
+20,000
461
$805K ﹤0.01%
6,721
+277
462
$795K ﹤0.01%
15,900
+10,650
463
$778K ﹤0.01%
3,813
+244
464
$775K ﹤0.01%
+22,309
465
$773K ﹤0.01%
+50,214
466
$771K ﹤0.01%
66,613
-1,768
467
$764K ﹤0.01%
22,568
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468
$759K ﹤0.01%
10,512
-4,745
469
$751K ﹤0.01%
+26,620
470
$748K ﹤0.01%
+35,250
471
$743K ﹤0.01%
9,432
-4,570
472
$710K ﹤0.01%
18,898
-326
473
$706K ﹤0.01%
+22,700
474
$700K ﹤0.01%
14,764
-702
475
$694K ﹤0.01%
4,920
-40
17 18
19
20 21