MACKENZIE FINANCIAL CORP
Institutional investor · Portfolio as of Q1 2019
Top Holdings1,222 positions
Stock | Shares | Value | Weight | Avg Buy | Est. P&L | Held | Conviction |
|---|---|---|---|---|---|---|---|
ROYAL BANK OF CANADA | 17.8M | $1.3B | 3.2% | $51.92 | +11.35% | 2 qtrssince 2018-Q4 | Decreased 0 |
TORONTO-DOMINION BANK | 24M | $1.3B | 3.1% | $36.70 | +10.79% | 2 qtrssince 2018-Q4 | Decreased 0 |
BANK OF NOVA SCOTIA | 21.4M | $1.1B | 2.8% | $34.41 | +7.09% | 2 qtrssince 2018-Q4 | Decreased 0 |
TELUS CORPORATION | 21.1M | $783.3M | 1.9% | $11.71 | +13.24% | 2 qtrssince 2018-Q4 | Decreased 0 |
STATE STREET SPDR S&P 500 ETF TRUST CL USD INC | 2.7M | $771.3M | 1.9% | $222.81 | +14.52% | 2 qtrssince 2018-Q4 | Decreased 0 |
BANK OF MONTREAL | 8.5M | $639.7M | 1.5% | $48.11 | +14.67% | 2 qtrssince 2018-Q4 | Increased 53 |
MANULIFE FINANCIAL CORP | 37.6M | $636.4M | 1.5% | $10.15 | +22.27% | 2 qtrssince 2018-Q4 | Decreased 0 |
CANADIAN NATL RAILWAY CO | 7M | $623.4M | 1.5% | $64.88 | +20.11% | 2 qtrssince 2018-Q4 | Increased 52 |
SHAW COMMUNICATIONS INC | 29M | $605.3M | 1.5% | — | — | 2 qtrssince 2018-Q4 | Decreased 0 |
| 2.9M | $597.9M | 1.4% | — | — | 2 qtrssince 2018-Q4 | Increased 69 | |
ISHARES MSCI EAFE ETF CL USD INC | 8.6M | $560M | 1.4% | $50.81 | +3.31% | 2 qtrssince 2018-Q4 | Increased 80 |
SUNCOR ENERGY INC | 16.4M | $532.2M | 1.3% | $21.40 | +16.10% | 2 qtrssince 2018-Q4 | Increased 55 |
ENBRIDGE INC | 14.6M | $530.5M | 1.3% | $19.74 | +19.15% | 2 qtrssince 2018-Q4 | Decreased 0 |
MICROSOFT CORP | 4.5M | $529.1M | 1.3% | $93.93 | +17.98% | 2 qtrssince 2018-Q4 | Decreased 0 |
JOHNSON & JOHNSON | 3.8M | $528.4M | 1.3% | $104.55 | +10.56% | 2 qtrssince 2018-Q4 | Decreased 0 |
BECTON DICKINSON AND CO | 1.9M | $483M | 1.2% | $153.32 | +11.18% | 2 qtrssince 2018-Q4 | Decreased 0 |
| 9.6M | $447.1M | 1.1% | — | — | 2 qtrssince 2018-Q4 | Decreased 0 | |
DANAHER CORP | 3.3M | $437M | 1.1% | $97.94 | +16.02% | 2 qtrssince 2018-Q4 | Increased 72 |
NUTRIEN LTD | 7.7M | $406.7M | 1.0% | $38.83 | +8.33% | 2 qtrssince 2018-Q4 | Increased 66 |
DENTSPLY SIRONA INC | 8.1M | $403.5M | 1.0% | $32.69 | +33.89% | 2 qtrssince 2018-Q4 | Decreased 0 |
MACKENZIE FINANCIAL CORP manages $41.4B across 1222 positions as of Q1 2019. Top holdings: RY (3.2%), TD (3.1%), BNS (2.8%). Fund DNA: Steady Compounder. HoldingsIntel Rating: 2/5.0.
Active quarter - 242 new positions, 151 exits, 450 increased. Top move: EFA (INCREASED, conviction 80). Portfolio: $41.4B across 1222 positions.
Top holdings by portfolio weight
Portfolio allocation by GICS sector
Behavioral investing profile
Position Outcomes
Best and worst performing positions by estimated return
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Cost basis estimates based on full filing history using quarter-end prices. Actual transaction prices are not disclosed in 13F filings.
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Data sourced from SEC EDGAR 13F filings. Not financial advice. Full disclaimer