MACKENZIE FINANCIAL CORP
Institutional investor · Portfolio as of Q1 2022
Top Holdings1,406 positions
Stock | Shares | Value | Weight | Avg Buy | Est. P&L | Held | Conviction |
|---|---|---|---|---|---|---|---|
ROYAL BANK OF CANADA | 28M | $3.1B | 4.1% | $62.68 | +51.62% | 14 qtrssince 2018-Q4 | Decreased 0 |
TORONTO-DOMINION BANK | 31.8M | $2.5B | 3.4% | $43.76 | +57.71% | 14 qtrssince 2018-Q4 | Decreased 0 |
MICROSOFT CORP | 5.6M | $1.7B | 2.3% | $143.64 | +111.86% | 14 qtrssince 2018-Q4 | Decreased 0 |
STATE STREET SPDR S&P 500 ETF TRUST CL USD INC | 3.3M | $1.5B | 2.0% | $293.70 | +48.19% | 14 qtrssince 2018-Q4 | Increased 67 |
CANADIAN NATL RAILWAY CO | 10.9M | $1.5B | 2.0% | $93.68 | +31.44% | 14 qtrssince 2018-Q4 | Increased 65 |
BANK OF MONTREAL | 11.4M | $1.3B | 1.8% | $66.21 | +49.26% | 14 qtrssince 2018-Q4 | Increased 59 |
| 23.8M | $1.3B | 1.8% | — | — | 14 qtrssince 2018-Q4 | Increased 53 | |
| 16M | $1.3B | 1.8% | — | — | 14 qtrssince 2018-Q4 | Decreased 0 | |
BANK OF NOVA SCOTIA | 18.3M | $1.3B | 1.8% | $39.39 | +50.45% | 14 qtrssince 2018-Q4 | Decreased 0 |
ALPHABET INC-CL A | 399,531 | $1.1B | 1.5% | $78.08 | +80.43% | 14 qtrssince 2018-Q4 | Increased 52 |
NUTRIEN LTD | 10.6M | $1.1B | 1.5% | $49.90 | +82.02% | 14 qtrssince 2018-Q4 | Increased 58 |
TELUS CORPORATION | 39.3M | $1B | 1.4% | $15.02 | +41.24% | 14 qtrssince 2018-Q4 | Increased 60 |
APPLE INC | 5.7M | $1B | 1.3% | $100.43 | +70.04% | 14 qtrssince 2018-Q4 | Increased 51 |
CANADIAN NATURAL RESOURCES | 15.9M | $987.7M | 1.3% | $10.43 | +140.08% | 14 qtrssince 2018-Q4 | Decreased 0 |
SUN LIFE FINANCIAL INC | 16.7M | $935.2M | 1.3% | $36.97 | +32.21% | 14 qtrssince 2018-Q4 | Increased 55 |
TC ENERGY CORP | 16.3M | $921.9M | 1.2% | $35.88 | +31.71% | 12 qtrssince 2019-Q2 | Decreased 0 |
ENBRIDGE INC | 19.7M | $909M | 1.2% | $23.83 | +54.29% | 14 qtrssince 2018-Q4 | Increased 54 |
SUNCOR ENERGY INC | 25.3M | $824M | 1.1% | $19.61 | +45.95% | 14 qtrssince 2018-Q4 | Increased 53 |
DANAHER CORP | 2.8M | $807.3M | 1.1% | $146.89 | +76.27% | 14 qtrssince 2018-Q4 | Increased 58 |
AON PLC | 2.5M | $802.4M | 1.1% | $200.79 | +57.35% | 8 qtrssince 2020-Q2 | Increased 53 |
MACKENZIE FINANCIAL CORP manages $74.6B across 1406 positions as of Q1 2022. Top holdings: RY (4.1%), TD (3.4%), MSFT (2.3%). Fund DNA: Steady Compounder. HoldingsIntel Rating: 2/5.0.
Active quarter - 118 new positions, 140 exits, 773 increased. Top move: SPY (INCREASED, conviction 67). Portfolio: $74.6B across 1406 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