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
576
$246K ﹤0.01%
40,860
577
$245K ﹤0.01%
+6,664
578
$244K ﹤0.01%
+13,621
579
$243K ﹤0.01%
+5,400
580
$242K ﹤0.01%
+7,668
581
$238K ﹤0.01%
+7,614
582
$236K ﹤0.01%
7,373
-101
583
$236K ﹤0.01%
+5,486
584
$236K ﹤0.01%
+14,452
585
$229K ﹤0.01%
34,790
586
$228K ﹤0.01%
+3,760
587
$226K ﹤0.01%
+17,402
588
$225K ﹤0.01%
7,382
589
$223K ﹤0.01%
+5,100
590
$220K ﹤0.01%
4,305
591
$219K ﹤0.01%
+9,750
592
$219K ﹤0.01%
4,172
-28,909
593
$218K ﹤0.01%
15,887
+2,000
594
$215K ﹤0.01%
2,947
-6
595
$212K ﹤0.01%
+7,139
596
$212K ﹤0.01%
2,337
-4,003
597
$211K ﹤0.01%
2,154
-2,105
598
$207K ﹤0.01%
+11,107
599
$204K ﹤0.01%
+4,122
600
$203K ﹤0.01%
3,648
-408,700
22 23
24
25 26