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
151
$29.7M 0.18%
314,847
-9,201
152
$29.5M 0.18%
2,809,400
+444,900
153
$29.3M 0.18%
433,453
-143,257
154
$27.4M 0.16%
1,700,381
-528,735
155
$27M 0.16%
1,070,000
-90,000
156
$25.7M 0.15%
686,057
-35,519
157
$25.4M 0.15%
4,602,752
-23,600
158
$25.3M 0.15%
1,734,721
-327,062
159
$24.8M 0.15%
424,699
+44,337
160
$24.6M 0.15%
1,052,486
+661,921
161
$24.3M 0.15%
698,944
+130,640
162
$24.3M 0.15%
4,864,221
-210,400
163
$23M 0.14%
483,009
+159,217
164
$22.7M 0.14%
196,820
+28,514
165
$21.8M 0.13%
566,736
-167,348
166
$21.6M 0.13%
194,455
-15,721
167
$21.5M 0.13%
1,044,650
+950,000
168
$21.2M 0.13%
+236,757
169
$21.2M 0.13%
441,844
-111,567
170
$20.9M 0.13%
+647,003
171
$19.9M 0.12%
277,370
+3,831
172
$19.3M 0.12%
627,560
-135,654
173
$19.2M 0.11%
2,320,000
+451,555
174
$19.1M 0.11%
196,344
+189,488
175
$18.9M 0.11%
164,119
+41,670
5 6
7
8 9