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
526
$408K ﹤0.01%
54,671
+24,757
527
$406K ﹤0.01%
+10,281
528
$401K ﹤0.01%
26,400
-59,453
529
$401K ﹤0.01%
+32,430
530
$394K ﹤0.01%
+24,400
531
$393K ﹤0.01%
2,780
532
$392K ﹤0.01%
29,738
533
$392K ﹤0.01%
7,125
534
$388K ﹤0.01%
+21,411
535
$386K ﹤0.01%
17,601
536
$385K ﹤0.01%
10,494
+4,102
537
$380K ﹤0.01%
4,978
538
$378K ﹤0.01%
19,183
-46,348
539
$376K ﹤0.01%
+11,507
540
$371K ﹤0.01%
14,960
541
$370K ﹤0.01%
5,675
-202,161
542
$364K ﹤0.01%
17,600
+4,680
543
$342K ﹤0.01%
+4,036
544
$339K ﹤0.01%
6,877
-14,195
545
$338K ﹤0.01%
4,554
546
$336K ﹤0.01%
+9,000
547
$331K ﹤0.01%
2,331
548
$328K ﹤0.01%
8,802
+260
549
$326K ﹤0.01%
7,750
-8,350
550
$325K ﹤0.01%
10,783
20 21
22
23 24