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
26
$153M 0.92%
10,155,583
-1,537,741
27
$152M 0.91%
11,210,206
+3,043,599
28
$143M 0.86%
3,181,135
+234,898
29
$143M 0.85%
4,568,054
+762,531
30
$142M 0.85%
7,842,171
+914,079
31
$132M 0.79%
826,041
+40,524
32
$128M 0.76%
3,035,169
-760,076
33
$125M 0.75%
7,430,192
-665,564
34
$120M 0.72%
6,008,790
+606,450
35
$117M 0.7%
3,474,270
+167,511
36
$113M 0.67%
3,428,402
-1,668,597
37
$109M 0.65%
2,843,608
-238,670
38
$108M 0.65%
6,803,880
-1,924,408
39
$99.3M 0.59%
625,829
-30,169
40
$97.2M 0.58%
929,460
-459,912
41
$97.1M 0.58%
1,678,506
+1,843
42
$96.8M 0.58%
432,892
+204,126
43
$93.8M 0.56%
667,959
+225,530
44
$93.7M 0.56%
1,016,567
+383,387
45
$93.2M 0.56%
1,451,841
+181,929
46
$87.6M 0.52%
1,182,992
+134,729
47
$87M 0.52%
6,227,379
+48,796
48
$85.5M 0.51%
1,305,795
-396,684
49
$81.2M 0.49%
802,983
-64,198
50
$80.6M 0.48%
1,978,030
-1,089,080
1
2
3 4 5