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
551
$320K ﹤0.01%
8,487
+2,531
552
$320K ﹤0.01%
+31,936
553
$316K ﹤0.01%
14,090
-11,670
554
$312K ﹤0.01%
+13,250
555
$305K ﹤0.01%
19,384
556
$297K ﹤0.01%
4,431
+535
557
$296K ﹤0.01%
2,808
-5,050
558
$285K ﹤0.01%
+23,222
559
$285K ﹤0.01%
+6,750
560
$285K ﹤0.01%
+9,400
561
$284K ﹤0.01%
+8,943
562
$282K ﹤0.01%
+17,916
563
$281K ﹤0.01%
+33,255
564
$277K ﹤0.01%
+14,535
565
$275K ﹤0.01%
17,092
+10,937
566
$274K ﹤0.01%
13,468
-673
567
$273K ﹤0.01%
+16,627
568
$270K ﹤0.01%
+8,750
569
$269K ﹤0.01%
5,183
+106
570
$269K ﹤0.01%
1,516
-392
571
$269K ﹤0.01%
+6,311
572
$255K ﹤0.01%
4,222
573
$255K ﹤0.01%
3,263
-2,200
574
$253K ﹤0.01%
+26,200
575
– –
-458
21 22
23
24 25