MACKENZIE FINANCIAL CORP
Institutional investor · Portfolio as of Q1 2021
Top Holdings1,117 positions
ROYAL BK CDA | 29.9M | $2.8B | 4.2% | $62.68 | +22.49% | 10 qtrssince 2018-Q4 | Increased 86 |
TORONTO DOMINION BK ONT | 38.1M | $2.5B | 3.8% | $43.14 | +21.96% | 10 qtrssince 2018-Q4 | Increased 86 |
Microsoft Corp. | 7.3M | $1.7B | 2.6% | $144.14 | +56.32% | 10 qtrssince 2018-Q4 | Increased 72 |
BANK NOVA SCOTIA B C | 24M | $1.5B | 2.3% | $38.20 | +22.85% | 10 qtrssince 2018-Q4 | Increased 78 |
CANADIAN NATL RY CO | 11M | $1.3B | 1.9% | $83.08 | +25.32% | 10 qtrssince 2018-Q4 | Increased 77 |
| 3.3M | $1.3B | 1.9% | — | — | 10 qtrssince 2018-Q4 | Increased 65 | |
| 25.4M | $1.1B | 1.7% | — | — | 10 qtrssince 2018-Q4 | Increased 70 | |
BANK MONTREAL QUE | 11.1M | $987.6M | 1.5% | $60.24 | +19.74% | 10 qtrssince 2018-Q4 | Increased 79 |
State Street Spdr S&p 500 Etf Trust TR UNIT | 2.5M | $971M | 1.5% | $241.14 | +52.73% | 10 qtrssince 2018-Q4 | Increased 55 |
MANULIFE FINL CORP | 43M | $925.4M | 1.4% | $11.95 | +41.63% | 10 qtrssince 2018-Q4 | Increased 66 |
Visa Inc | 3.9M | $833M | 1.3% | $176.94 | +14.89% | 10 qtrssince 2018-Q4 | Increased 60 |
Apple Inc. | 6.6M | $803.7M | 1.2% | $59.25 | +100.44% | 10 qtrssince 2018-Q4 | Increased 58 |
ENBRIDGE INC | 22M | $801.3M | 1.2% | $22.80 | +19.40% | 10 qtrssince 2018-Q4 | Increased 72 |
TELUS CORPORATION | 37.6M | $748.9M | 1.1% | $12.90 | +14.24% | 10 qtrssince 2018-Q4 | Increased 78 |
TC ENERGY CORP | 15.5M | $711M | 1.1% | $35.70 | +1.77% | 8 qtrssince 2019-Q2 | Increased 78 |
JPMorgan Chase & Co. | 4.6M | $698.7M | 1.1% | $90.20 | +47.21% | 10 qtrssince 2018-Q4 | Increased 59 |
Alphabet Inc. | 334,249 | $689.4M | 1.1% | $68.72 | +48.65% | 10 qtrssince 2018-Q4 | Increased 64 |
The Procter & Gamble Co. | 5M | $680.5M | 1.0% | $88.98 | +32.17% | 10 qtrssince 2018-Q4 | Increased 54 |
Keysight Technologies, Inc. | 4.7M | $678.1M | 1.0% | $104.80 | +36.83% | 6 qtrssince 2019-Q4 | Increased 61 |
SUNCOR ENERGY INC NEW | 32.3M | $675.5M | 1.0% | $19.06 | -8.16% | 10 qtrssince 2018-Q4 | Increased 80 |
MACKENZIE FINANCIAL CORP manages $65.6B across 1117 positions as of Q1 2021. Top holdings: RY (4.2%), TD (3.8%), MSFT (2.6%). Fund DNA: Balanced Allocator. HoldingsIntel Score: 3/5.0.
Active quarter - 207 new positions, 125 exits, 611 increased. Top move: RY (INCREASED, conviction 86). Portfolio: $65.6B across 1117 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
Verify source filings on SEC EDGAR