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 21.91%
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
$99.9M
$18.9K ﹤0.01%
10,575
OCGN icon
1677
Ocugen
OCGN
$387M
$18.2K ﹤0.01%
18,748
+2,648
CHPT icon
1678
ChargePoint
CHPT
$214M
$17.6K ﹤0.01%
1,252
ERAS icon
1679
Erasca
ERAS
$721M
$14.1K ﹤0.01%
11,141
EAF icon
1680
GrafTech
EAF
$352M
$12.5K ﹤0.01%
1,283
MVIS icon
1681
Microvision
MVIS
$275M
$12.4K ﹤0.01%
10,917
ESPR icon
1682
Esperion Therapeutics
ESPR
$702M
$11.5K ﹤0.01%
11,700
-111,415
LCTX icon
1683
Lineage Cell Therapeutics
LCTX
$415M
$10.3K ﹤0.01%
+11,404
IRWD icon
1684
Ironwood Pharmaceuticals
IRWD
$548M
$7.5K ﹤0.01%
10,460
IAUX
1685
i-80 Gold Corp
IAUX
$832M
$7.28K ﹤0.01%
12,158
AGNC icon
1686
AGNC Investment
AGNC
$10.9B
-606,551
AIV
1687
Aimco
AIV
$817M
-10,188
ALKT icon
1688
Alkami Technology
ALKT
$2.11B
-37,246
ALV icon
1689
Autoliv
ALV
$9.34B
-4,392
AMAL icon
1690
Amalgamated Financial
AMAL
$834M
-17,406
AMR icon
1691
Alpha Metallurgical Resources
AMR
$2.05B
-3,861
ANDE icon
1692
Andersons Inc
ANDE
$1.66B
-10,633
ANIK icon
1693
Anika Therapeutics
ANIK
$146M
-27,484
ANGO icon
1694
AngioDynamics
ANGO
$507M
-77,445
ARCC icon
1695
Ares Capital
ARCC
$14.5B
-41,899
ARIS
1696
DELISTED
Aris Water Solutions
ARIS
-29,354
AVAV icon
1697
AeroVironment
AVAV
$14.8B
-1,685
AWR icon
1698
American States Water
AWR
$2.91B
-2,546
BBDC icon
1699
Barings BDC
BBDC
$940M
-56,450
BCSF icon
1700
Bain Capital Specialty
BCSF
$900M
-104,816