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
476
$691K ﹤0.01%
38,258
-33,112
477
$688K ﹤0.01%
+13,084
478
$688K ﹤0.01%
+19,605
479
$685K ﹤0.01%
12,682
480
$674K ﹤0.01%
+12,000
481
$665K ﹤0.01%
35,000
-327
482
$656K ﹤0.01%
39,754
+29,754
483
$653K ﹤0.01%
16,372
-26,141
484
$653K ﹤0.01%
51,800
485
$630K ﹤0.01%
3,935
+515
486
$627K ﹤0.01%
85,000
-450,810
487
$624K ﹤0.01%
50,000
488
$618K ﹤0.01%
+34,314
489
$617K ﹤0.01%
6,250
-10,950
490
$611K ﹤0.01%
12,912
491
$606K ﹤0.01%
4,819
492
$599K ﹤0.01%
14,533
+7,108
493
$597K ﹤0.01%
8,054
+1,215
494
$583K ﹤0.01%
4,854
-1,000
495
$583K ﹤0.01%
+35,400
496
$577K ﹤0.01%
15,000
-312,500
497
$569K ﹤0.01%
+22,488
498
$566K ﹤0.01%
6,422
+141
499
$561K ﹤0.01%
4,671
+1,618
500
$560K ﹤0.01%
16,781
-18,326
18 19
20
21 22