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
76
$58.4M 0.35%
+767,337
77
$58.3M 0.35%
2,267,604
+168,028
78
$58.2M 0.35%
534,466
-145,305
79
$57.8M 0.35%
871,670
+154,429
80
$57.6M 0.35%
729,988
-7,206
81
$56.4M 0.34%
1,054,494
+55,438
82
$55.9M 0.33%
15,495
-205
83
$55.7M 0.33%
3,487,747
-2,468,266
84
$55.5M 0.33%
538,300
-628,285
85
$53.9M 0.32%
2,852,930
-28,700
86
$53.1M 0.32%
4,486,334
-431,700
87
$50.9M 0.31%
2,334,937
+71,627
88
$50.4M 0.3%
607,652
-140,888
89
$50.2M 0.3%
305,367
+15,979
90
$49M 0.29%
233,525
+225,264
91
$48.5M 0.29%
1,125,108
-470,690
92
$48.4M 0.29%
744,056
-93,296
93
$48.3M 0.29%
198
-158
94
$47.8M 0.29%
1,207,160
-95,100
95
$46.8M 0.28%
2,087,404
+18,766
96
$46.7M 0.28%
2,644,450
+223,230
97
$46.7M 0.28%
404,562
+141,975
98
$46.6M 0.28%
926,336
+600,981
99
$46.3M 0.28%
2,009,775
+8,436
100
$46M 0.28%
1,269,758
+245
2 3
4
5 6