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
$82.6B
AUM Growth
+$5.37B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,847
New
Increased
Reduced
Closed

Top Buys

1 +$493M
2 +$227M
3 +$207M
4
AMZN icon
Amazon
AMZN
+$184M
5
MFC icon
Manulife Financial
MFC
+$177M

Top Sells

1 +$237M
2 +$197M
3 +$180M
4
APH icon
Amphenol
APH
+$177M
5
IT icon
Gartner
IT
+$153M

Sector Composition

1 Technology 22.2%
2 Financials 21.24%
3 Industrials 10.14%
4 Materials 8.03%
5 Healthcare 7.79%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
ARR
1276
Armour Residential REIT
ARR
$1.96B
$445K ﹤0.01%
29,797
+3,962
RYTM icon
1277
Rhythm Pharmaceuticals
RYTM
$7.28B
$444K ﹤0.01%
4,398
-13
NIU
1278
Niu Technologies
NIU
$271M
$443K ﹤0.01%
+94,454
BYD icon
1279
Boyd Gaming
BYD
$6.51B
$441K ﹤0.01%
5,096
-2,193
FLR icon
1280
Fluor
FLR
$6.92B
$440K ﹤0.01%
10,468
-435
CLSK icon
1281
CleanSpark
CLSK
$3.86B
$440K ﹤0.01%
30,330
+12,814
GPI icon
1282
Group 1 Automotive
GPI
$4.84B
$439K ﹤0.01%
1,003
-123
ZWS icon
1283
Zurn Elkay Water Solutions
ZWS
$7.98B
$437K ﹤0.01%
9,292
UDR icon
1284
UDR
UDR
$12B
$437K ﹤0.01%
11,716
-94
ARCB icon
1285
ArcBest
ARCB
$1.44B
$436K ﹤0.01%
6,233
-85
OSPN icon
1286
OneSpan
OSPN
$464M
$435K ﹤0.01%
27,393
-19,660
CMC icon
1287
Commercial Metals
CMC
$7.08B
$431K ﹤0.01%
7,531
BF.B icon
1288
Brown-Forman Class B
BF.B
$13.7B
$427K ﹤0.01%
15,753
-19,725
ALM
1289
Almonty Industries
ALM
$1.59B
$422K ﹤0.01%
+69,893
BXP icon
1290
Boston Properties
BXP
$11.5B
$420K ﹤0.01%
5,652
-33
BNTX icon
1291
BioNTech
BNTX
$24.8B
$418K ﹤0.01%
4,290
+165
DUOL icon
1292
Duolingo
DUOL
$8.85B
$416K ﹤0.01%
1,294
-2,030
IEMG icon
1293
iShares Core MSCI Emerging Markets ETF
IEMG
$117B
$416K ﹤0.01%
+6,310
EPRT icon
1294
Essential Properties Realty Trust
EPRT
$6.27B
$415K ﹤0.01%
13,957
+1,863
OHI icon
1295
Omega Healthcare
OHI
$13.6B
$415K ﹤0.01%
+9,832
AXSM icon
1296
Axsome Therapeutics
AXSM
$7.64B
$411K ﹤0.01%
3,382
+1,097
WHD icon
1297
Cactus
WHD
$2.95B
$410K ﹤0.01%
10,392
+669
BWXT icon
1298
BWX Technologies
BWXT
$16.4B
$410K ﹤0.01%
2,222
-2,557
KELYA icon
1299
Kelly Services Class A
KELYA
$305M
$408K ﹤0.01%
31,125
UTHR icon
1300
United Therapeutics
UTHR
$20.9B
$407K ﹤0.01%
970
-2,535