MACKENZIE FINANCIAL CORP
Institutional investor · Portfolio as of Q1 2021
Top Holdings1,117 positions
Stock | Shares | Value | Weight | Avg Buy | Est. P&L | Held | Conviction |
|---|---|---|---|---|---|---|---|
ROYAL BANK OF CANADA | 29.9M | $2.8B | 4.2% | $62.68 | +22.49% | 10 qtrssince 2018-Q4 | Increased 86 |
TORONTO-DOMINION BANK | 38.1M | $2.5B | 3.8% | $43.76 | +22.42% | 10 qtrssince 2018-Q4 | Increased 86 |
MICROSOFT CORP | 7.3M | $1.7B | 2.6% | $143.00 | +55.94% | 10 qtrssince 2018-Q4 | Increased 72 |
BANK OF NOVA SCOTIA | 24M | $1.5B | 2.3% | $39.39 | +23.59% | 10 qtrssince 2018-Q4 | Increased 78 |
CANADIAN NATL RAILWAY CO | 11M | $1.3B | 1.9% | $83.53 | +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 OF MONTREAL | 11.1M | $987.6M | 1.5% | $60.24 | +19.74% | 10 qtrssince 2018-Q4 | Increased 79 |
STATE STREET SPDR S&P 500 ETF TRUST CL USD INC | 2.5M | $971M | 1.5% | $241.59 | +53.02% | 10 qtrssince 2018-Q4 | Increased 55 |
MANULIFE FINANCIAL CORP | 43M | $925.4M | 1.4% | $12.20 | +43.23% | 10 qtrssince 2018-Q4 | Increased 66 |
VISA INC-CLASS A SHARES | 3.9M | $833M | 1.3% | $176.94 | +14.89% | 10 qtrssince 2018-Q4 | Increased 60 |
APPLE INC | 6.6M | $803.7M | 1.2% | $99.65 | +19.18% | 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% | $13.69 | +15.01% | 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% | $91.28 | +49.03% | 10 qtrssince 2018-Q4 | Increased 59 |
ALPHABET INC-CL A | 334,249 | $689.4M | 1.1% | $68.55 | +48.16% | 10 qtrssince 2018-Q4 | Increased 64 |
PROCTER & GAMBLE CO/THE | 5M | $680.5M | 1.0% | $88.98 | +32.17% | 10 qtrssince 2018-Q4 | Increased 54 |
KEYSIGHT TECHNOLOGIES IN | 4.7M | $678.1M | 1.0% | $104.32 | +35.67% | 6 qtrssince 2019-Q4 | Increased 61 |
SUNCOR ENERGY INC | 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: Steady Compounder. HoldingsIntel Rating: 2/5.0.
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
Top Winners
Top Losers
Cost basis estimates based on full filing history using quarter-end prices. Actual transaction prices are not disclosed in 13F filings.
Similar Funds
Funds with similar investing DNA
Explore More
Accumulation Streaks
Positions with 2+ consecutive quarters of increases - persistent directional conviction.
Continue exploring
Data sourced from SEC EDGAR 13F filings. Not financial advice. Full disclaimer