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
51
$79.9M 0.48%
2,073,812
-874,623
52
$79.4M 0.48%
3,965,323
-492,192
53
$78.9M 0.47%
1,270,156
+203,591
54
$78.1M 0.47%
753,273
-112,701
55
$76.9M 0.46%
5,654,905
-213,198
56
$76.3M 0.46%
318,533
-272,751
57
$75.5M 0.45%
2,693,865
-49,002
58
$75.5M 0.45%
1,189,756
-114,729
59
$75.5M 0.45%
751,993
-100,338
60
$75.3M 0.45%
2,110,008
-25,981
61
$74.5M 0.45%
863,697
+817,703
62
$72.9M 0.44%
934,471
+122,772
63
$71.7M 0.43%
2,477,032
+407,936
64
$71.5M 0.43%
2,296,661
-56,785
65
$71.3M 0.43%
771,439
-34,102
66
$70.8M 0.42%
1,992,971
-311,839
67
$67.3M 0.4%
7,110,086
+4,288,325
68
$66.5M 0.4%
1,293,500
+51,000
69
$65.3M 0.39%
434,631
-8,213
70
$63.7M 0.38%
9,391,384
+84,300
71
$62.4M 0.37%
+44,480
72
$60.3M 0.36%
727,485
-62,387
73
$59.9M 0.36%
349,938
+21,621
74
$58.7M 0.35%
1,052,408
+70,300
75
$58.7M 0.35%
3,930,756
+1,070,528
1 2
3
4 5