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
501
$558K ﹤0.01%
6,012
+178
502
$553K ﹤0.01%
+10,900
503
$547K ﹤0.01%
24,712
+8,471
504
$545K ﹤0.01%
4,125
-18,651
505
$544K ﹤0.01%
3,327
-14,780
506
$542K ﹤0.01%
20,670
-34,700
507
$532K ﹤0.01%
45,489
508
$515K ﹤0.01%
21,900
-26,300
509
$511K ﹤0.01%
29,051
+8,884
510
$505K ﹤0.01%
520
+8
511
$492K ﹤0.01%
+32,700
512
$491K ﹤0.01%
959
513
$474K ﹤0.01%
2,784
-12,029
514
$472K ﹤0.01%
7,752
-3
515
$454K ﹤0.01%
4,917
-272,481
516
$445K ﹤0.01%
7,026
-12,406
517
$435K ﹤0.01%
+7,572
518
$430K ﹤0.01%
7,820
519
$429K ﹤0.01%
7,480
520
$427K ﹤0.01%
14,138
-50,939
521
$421K ﹤0.01%
7,530
-26,898
522
$419K ﹤0.01%
7,468
-26,070
523
$417K ﹤0.01%
25,990
-194,610
524
$417K ﹤0.01%
21,058
-56,849
525
$409K ﹤0.01%
9,500
-5,750
19 20
21
22 23