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
126
$37.4M 0.22%
+553,955
127
$36.7M 0.22%
1,725,000
+542,804
128
$36.5M 0.22%
1,072,511
+414,482
129
$35.8M 0.21%
670,070
+287,447
130
$35.7M 0.21%
735,363
-3,559
131
$35.2M 0.21%
461,500
+420,675
132
$34.7M 0.21%
413,389
-34,878
133
$34.5M 0.21%
394,894
+4,719
134
$34.5M 0.21%
3,416,785
+3,178,135
135
$34M 0.2%
326,883
+47,896
136
$33.9M 0.2%
960,310
+140,801
137
$33M 0.2%
245,368
-10,380
138
$33M 0.2%
628,928
-257,607
139
$32.6M 0.2%
619,815
+296,412
140
$32.6M 0.2%
977,298
-3,808,809
141
$32.3M 0.19%
265,710
-19,646
142
$32.2M 0.19%
1,708,490
+955,010
143
$31.8M 0.19%
846,860
+103,260
144
$31.7M 0.19%
693,374
-368,419
145
$30.3M 0.18%
121,100
-18,445
146
$30.2M 0.18%
339,422
-46,635
147
$30.1M 0.18%
262,551
-4
148
$30M 0.18%
309,000
+4,400
149
$29.8M 0.18%
925,500
-84,204
150
$29.7M 0.18%
963,452
-27,938
4 5
6
7 8