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
$77.2B
AUM Growth
+$6.86B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,806
New
Increased
Reduced
Closed

Top Buys

1 +$374M
2 +$340M
3 +$236M
4
AMZN icon
Amazon
AMZN
+$197M
5
FSV icon
FirstService
FSV
+$129M

Top Sells

1 +$233M
2 +$232M
3 +$198M
4
ORCL icon
Oracle
ORCL
+$170M
5
ACN icon
Accenture
ACN
+$134M

Sector Composition

1 Financials 22.09%
2 Technology 21.8%
3 Industrials 11.13%
4 Healthcare 8.33%
5 Energy 7.09%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
DCGO icon
1651
DocGo
DCGO
$86.7M
$47.6K ﹤0.01%
30,350
+1,086
BDN
1652
Brandywine Realty Trust
BDN
$507M
$47.6K ﹤0.01%
11,106
RC
1653
Ready Capital
RC
$355M
$45.1K ﹤0.01%
10,331
-602
SHLS icon
1654
Shoals Technologies Group
SHLS
$1.5B
$43.9K ﹤0.01%
10,319
TTI icon
1655
TETRA Technologies
TTI
$1.26B
$38.7K ﹤0.01%
11,531
INDI icon
1656
indie Semiconductor
INDI
$735M
$37.6K ﹤0.01%
10,563
ETWO
1657
DELISTED
E2open Parent Holdings
ETWO
$35.2K ﹤0.01%
10,892
-326,080
OPK icon
1658
Opko Health
OPK
$990M
$34.1K ﹤0.01%
25,843
EU
1659
enCore Energy
EU
$453M
$32.9K ﹤0.01%
11,510
NAT icon
1660
Nordic American Tanker
NAT
$737M
$32.6K ﹤0.01%
12,394
IOVA icon
1661
Iovance Biotherapeutics
IOVA
$1.11B
$30.1K ﹤0.01%
17,487
CNDT icon
1662
Conduent
CNDT
$286M
$29.4K ﹤0.01%
11,154
HAIN icon
1663
Hain Celestial
HAIN
$101M
$27.6K ﹤0.01%
18,129
IBRX icon
1664
ImmunityBio
IBRX
$2.01B
$26.5K ﹤0.01%
+10,036
BORR
1665
Borr Drilling
BORR
$1.24B
$26.1K ﹤0.01%
14,275
CCO icon
1666
Clear Channel Outdoor Holdings
CCO
$1.07B
$26K ﹤0.01%
22,230
TSHA icon
1667
Taysha Gene Therapies
TSHA
$1.55B
$25.9K ﹤0.01%
11,214
+1,214
SVC
1668
Service Properties Trust
SVC
$292M
$25.4K ﹤0.01%
10,611
IHRT icon
1669
iHeartMedia
IHRT
$634M
$23.8K ﹤0.01%
13,525
-183,333
LAB icon
1670
Standard BioTools
LAB
$492M
$23.7K ﹤0.01%
19,781
URG
1671
Ur-Energy
URG
$519M
$23K ﹤0.01%
21,900
NUVB icon
1672
Nuvation Bio
NUVB
$3.11B
$22.1K ﹤0.01%
11,346
CLNE icon
1673
Clean Energy Fuels
CLNE
$469M
$21.9K ﹤0.01%
11,245
PACB icon
1674
Pacific Biosciences
PACB
$516M
$21.7K ﹤0.01%
17,499
+2,409
OPEN icon
1675
Opendoor
OPEN
$5.56B
$21.2K ﹤0.01%
41,036
-2,535