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
QIPT
1676
Quipt Home Medical
QIPT
$156M
$18.9K ﹤0.01%
10,575
OCGN icon
1677
Ocugen
OCGN
$462M
$18.2K ﹤0.01%
18,748
+2,648
CHPT icon
1678
ChargePoint
CHPT
$164M
$17.6K ﹤0.01%
1,252
ERAS icon
1679
Erasca
ERAS
$982M
$14.1K ﹤0.01%
11,141
EAF icon
1680
GrafTech
EAF
$411M
$12.5K ﹤0.01%
1,283
MVIS icon
1681
Microvision
MVIS
$263M
$12.4K ﹤0.01%
10,917
ESPR icon
1682
Esperion Therapeutics
ESPR
$922M
$11.5K ﹤0.01%
11,700
-111,415
LCTX icon
1683
Lineage Cell Therapeutics
LCTX
$375M
$10.3K ﹤0.01%
+11,404
IRWD icon
1684
Ironwood Pharmaceuticals
IRWD
$522M
$7.5K ﹤0.01%
10,460
IAUX
1685
i-80 Gold Corp
IAUX
$1.2B
$7.28K ﹤0.01%
12,158
AGNC icon
1686
AGNC Investment
AGNC
$11.6B
-606,551
AIV
1687
Aimco
AIV
$857M
-10,188
ALKT icon
1688
Alkami Technology
ALKT
$2.46B
-37,246
ALV icon
1689
Autoliv
ALV
$9.13B
-4,392
AMAL icon
1690
Amalgamated Financial
AMAL
$990M
-17,406
AMR icon
1691
Alpha Metallurgical Resources
AMR
$2.64B
-3,861
ANDE icon
1692
Andersons Inc
ANDE
$1.81B
-10,633
ANIK icon
1693
Anika Therapeutics
ANIK
$137M
-27,484
ANGO icon
1694
AngioDynamics
ANGO
$530M
-77,445
ARCC icon
1695
Ares Capital
ARCC
$14.4B
-41,899
ARIS
1696
DELISTED
Aris Water Solutions
ARIS
-29,354
AVAV icon
1697
AeroVironment
AVAV
$12.4B
-1,685
AWR icon
1698
American States Water
AWR
$2.83B
-2,546
BBDC icon
1699
Barings BDC
BBDC
$947M
-56,450
BCSF icon
1700
Bain Capital Specialty
BCSF
$896M
-104,816