MACKENZIE FINANCIAL CORP
Institutional investor · Portfolio as of Q1 2023
Top Holdings1,513 positions
ROYAL BK CDA | 26.7M | $2.6B | 3.9% | $62.70 | +36.64% | 18 qtrssince 2018-Q4 | Decreased 0 |
TORONTO DOMINION BK ONT | 29.5M | $1.8B | 2.7% | $43.04 | +20.52% | 18 qtrssince 2018-Q4 | Increased 56 |
STATE STR SPDR S&P 500 ETF T | 3.8M | $1.5B | 2.4% | $298.53 | +31.30% | 18 qtrssince 2018-Q4 | Increased 55 |
MICROSOFT CORP | 5.3M | $1.5B | 2.4% | $145.17 | +93.21% | 18 qtrssince 2018-Q4 | Increased 55 |
CANADIAN NATL RY CO | 11.4M | $1.3B | 2.1% | $94.04 | +16.73% | 18 qtrssince 2018-Q4 | Decreased 0 |
TELUS CORPORATION | 60.8M | $1.2B | 1.9% | $14.89 | +7.99% | 18 qtrssince 2018-Q4 | Increased 51 |
| 15.3M | $1.2B | 1.8% | — | — | 18 qtrssince 2018-Q4 | Increased 54 | |
BANK MONTREAL QUE | 12.5M | $1.1B | 1.7% | $67.25 | +15.77% | 18 qtrssince 2018-Q4 | Decreased 0 |
CANADIAN NAT RES LTD | 16.9M | $935.1M | 1.4% | $11.82 | +104.33% | 18 qtrssince 2018-Q4 | Increased 54 |
NUTRIEN LTD | 11.5M | $847.5M | 1.3% | $50.30 | +30.84% | 18 qtrssince 2018-Q4 | Increased 51 |
APPLE INC | 5M | $824.4M | 1.3% | $63.10 | +157.16% | 18 qtrssince 2018-Q4 | Increased 51 |
BROOKFIELD CORP | 24.7M | $804.2M | 1.2% | $20.46 | +3.63% | 2 qtrssince 2022-Q4 | Increased 52 |
BANK NOVA SCOTIA HALIFAX | 15.5M | $778.5M | 1.2% | $38.27 | +9.28% | 18 qtrssince 2018-Q4 | Decreased 0 |
THOMSON REUTERS CORP | 5.6M | $732.8M | 1.1% | $81.42 | +51.27% | 18 qtrssince 2018-Q4 | Decreased 0 |
ENBRIDGE INC | 18.9M | $722M | 1.1% | $23.10 | +34.11% | 18 qtrssince 2018-Q4 | Decreased 0 |
AON PLC | 2.3M | $721.1M | 1.1% | $308.19 | 0.00% | 1 qtr | New 72 |
ALPHABET INC | 6.9M | $711.7M | 1.1% | $78.36 | +31.13% | 18 qtrssince 2018-Q4 | Decreased 0 |
TC ENERGY CORP | 17.8M | $691.3M | 1.1% | $34.72 | -4.82% | 16 qtrssince 2019-Q2 | Increased 52 |
SUN LIFE FINANCIAL INC. | 14.7M | $687.2M | 1.1% | $36.02 | +14.22% | 18 qtrssince 2018-Q4 | Decreased 0 |
STANTEC INC | 11.7M | $685.5M | 1.1% | $33.36 | +70.91% | 18 qtrssince 2018-Q4 | Decreased 0 |
MACKENZIE FINANCIAL CORP manages $64.7B across 1513 positions as of Q1 2023. Top holdings: RY (3.9%), TD (2.7%), SPY (2.4%). Fund DNA: Balanced Allocator. HoldingsIntel Score: 3/5.0.
Active quarter - 230 new positions, 141 exits, 594 increased. Top move: AON (NEW, conviction 72). Portfolio: $64.7B across 1513 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