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
101
$45.8M 0.27%
547,241
-248,359
102
$44.9M 0.27%
383,435
-75,006
103
$44.6M 0.27%
294,485
-46,941
104
$43.8M 0.26%
1,225,375
-2,985,600
105
$43.4M 0.26%
609,260
-87,926
106
$43.2M 0.26%
478,505
+19,244
107
$42.7M 0.26%
1,018,784
+499,019
108
$42.6M 0.26%
465,559
-13,332
109
$42.4M 0.25%
1,560,380
+53,943
110
$41.9M 0.25%
2,273,239
+1,373,561
111
$41.4M 0.25%
526,453
-12,272
112
$41.2M 0.25%
391,379
-122,180
113
$41.2M 0.25%
45,513
+3,711
114
$40.9M 0.24%
286,328
+266,481
115
$40.8M 0.24%
2,246,155
+120,800
116
$40.7M 0.24%
458,720
-21,905
117
$40.5M 0.24%
271,287
-476,990
118
$40.3M 0.24%
375,065
-65,000
119
$40.3M 0.24%
1,210,828
+25,500
120
$39.8M 0.24%
1,627,706
+493,574
121
$39.3M 0.24%
483,947
+6,912
122
$39.2M 0.23%
625,214
+61,841
123
$38.9M 0.23%
523,638
-1,486
124
$38.9M 0.23%
1,921,000
-269,000
125
$38.7M 0.23%
507,148
+740
3 4
5
6 7