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
201
$13.6M 0.08%
744,681
+719,842
202
$13.4M 0.08%
377,695
+63,195
203
$13.2M 0.08%
+663,768
204
$13.2M 0.08%
242,312
+116,812
205
$13.1M 0.08%
89,285
+87,081
206
$13M 0.08%
296,738
-189,200
207
$12.8M 0.08%
254,439
+189,566
208
$12.7M 0.08%
248,000
+229,998
209
$12.7M 0.08%
151,821
+144,400
210
$12.7M 0.08%
146,900
-3,153
211
$12.3M 0.07%
+256,506
212
$12.3M 0.07%
+324,400
213
$12.2M 0.07%
381,038
+17,092
214
$12M 0.07%
+272,800
215
$11.8M 0.07%
139,452
+1,260
216
$11.7M 0.07%
100,252
-60,015
217
$11.5M 0.07%
333,518
+85,369
218
$11.3M 0.07%
476,602
-282,630
219
$11.1M 0.07%
106,650
-256,937
220
$11M 0.07%
3,587,200
-1,404,371
221
$10.9M 0.07%
275,540
+251,545
222
$10.8M 0.07%
185,135
-15,321
223
$10.8M 0.06%
299,686
+286,725
224
$10.7M 0.06%
295,443
+90,360
225
$10.6M 0.06%
302,994
+286,890
7 8
9
10 11