MACKENZIE FINANCIAL CORP
Institutional investor · Portfolio as of Q1 2021
Top Holdings1,117 positions
ROYAL BK CDA | 29.9M | $2.8B | 4.2% | $62.29 | +22.49% | 10 qtrssince 2018-Q4 | Increased 86 |
TORONTO DOMINION BK ONT | 38.1M | $2.5B | 3.8% | $42.84 | +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 OF MONTREAL | 11.1M | $987.6M | 1.5% | $60.24 | +19.74% | 10 qtrssince 2018-Q4 | Increased 79 |
STATE STR SPDR S&P 500 ETF T | 2.5M | $971M | 1.5% | $241.14 | +52.73% | 10 qtrssince 2018-Q4 | Increased 55 |
Manulife Financial Corp ADR | 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% | $21.88 | +18.76% | 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% | $34.44 | +1.35% | 8 qtrssince 2019-Q2 | Increased 78 |
JPMORGAN CHASE & CO | 4.6M | $698.7M | 1.1% | $89.75 | +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 |
PROCTER & GAMBLE CO | 5M | $680.5M | 1.0% | $88.39 | +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% | $18.65 | -8.87% | 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
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.
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Data sourced from SEC EDGAR 13F filings. Not financial advice. Full disclaimer
Verify source filings on SEC EDGAR