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
NFE icon
1676
New Fortress Energy
NFE
$347M
$23.5K ﹤0.01%
10,617
-58,757
BFLY icon
1677
Butterfly Network
BFLY
$783M
$23.4K ﹤0.01%
+12,130
PACB icon
1678
Pacific Biosciences
PACB
$700M
$22.4K ﹤0.01%
17,499
AGL icon
1679
Agilon Health
AGL
$270M
$20.1K ﹤0.01%
19,531
-83,436
IRWD icon
1680
Ironwood Pharmaceuticals
IRWD
$569M
$13.7K ﹤0.01%
10,460
MVIS icon
1681
Microvision
MVIS
$288M
$13.5K ﹤0.01%
10,917
SNCR icon
1682
Synchronoss Technologies
SNCR
$55.8M
-40,305
SOUN icon
1683
SoundHound AI
SOUN
$5.06B
-20,131
SPNS icon
1684
Sapiens International
SPNS
$2.42B
-59,934
SPTN
1685
DELISTED
SpartanNash
SPTN
-12,097
SRI icon
1686
Stoneridge
SRI
$160M
-131,676
STAG icon
1687
STAG Industrial
STAG
$7.34B
-23,773
STGW icon
1688
Stagwell
STGW
$1.35B
-28,955
STR
1689
DELISTED
Sitio Royalties
STR
-228,513
SWTX
1690
DELISTED
SpringWorks Therapeutics
SWTX
-4,408
SYNA icon
1691
Synaptics
SYNA
$2.67B
-18,217
TALO icon
1692
Talos Energy
TALO
$1.95B
-24,801
TTEC icon
1693
TTEC Holdings
TTEC
$163M
-59,050
UE icon
1694
Urban Edge Properties
UE
$2.42B
-14,792
UFCS icon
1695
United Fire Group
UFCS
$933M
-9,250
UGP icon
1696
Ultrapar
UGP
$4.39B
-45,926
UPLD icon
1697
Upland Software
UPLD
$53.2M
-33,666
UPWK icon
1698
Upwork
UPWK
$2.58B
-104,024
URG
1699
Ur-Energy
URG
$493M
-21,900
VCTR icon
1700
Victory Capital Holdings
VCTR
$4.08B
-25,233