MACKENZIE FINANCIAL CORP
Institutional investor · Portfolio as of Q1 2023
Top Holdings1,513 positions
Stock | Shares | Value | Weight | Avg Buy | Est. P&L | Held | Conviction |
|---|---|---|---|---|---|---|---|
ROYAL BANK OF CANADA | 26.7M | $2.6B | 3.9% | $62.70 | +36.64% | 18 qtrssince 2018-Q4 | Decreased 0 |
TORONTO-DOMINION BANK | 29.5M | $1.8B | 2.7% | $43.95 | +19.61% | 18 qtrssince 2018-Q4 | Increased 56 |
STATE STREET SPDR S&P 500 ETF TRUST CL USD INC | 3.8M | $1.5B | 2.4% | $301.94 | +29.01% | 18 qtrssince 2018-Q4 | Increased 55 |
MICROSOFT CORP | 5.3M | $1.5B | 2.4% | $144.05 | +93.06% | 18 qtrssince 2018-Q4 | Increased 55 |
CANADIAN NATL RAILWAY CO | 11.4M | $1.3B | 2.1% | $94.54 | +16.73% | 18 qtrssince 2018-Q4 | Decreased 0 |
TELUS CORPORATION | 60.8M | $1.2B | 1.9% | $15.85 | +9.27% | 18 qtrssince 2018-Q4 | Increased 51 |
| 15.3M | $1.2B | 1.8% | — | — | 18 qtrssince 2018-Q4 | Increased 54 | |
BANK OF MONTREAL | 12.5M | $1.1B | 1.7% | $67.25 | +15.77% | 18 qtrssince 2018-Q4 | Decreased 0 |
CANADIAN NATURAL RESOURCES | 16.9M | $935.1M | 1.4% | $11.93 | +104.33% | 18 qtrssince 2018-Q4 | Increased 54 |
NUTRIEN LTD | 11.5M | $847.5M | 1.3% | $51.28 | +29.36% | 18 qtrssince 2018-Q4 | Increased 51 |
APPLE INC | 5M | $824.4M | 1.3% | $102.02 | +59.04% | 18 qtrssince 2018-Q4 | Increased 51 |
BROOKFIELD CORP /CAD/ | 24.7M | $804.2M | 1.2% | $20.54 | +0.74% | 2 qtrssince 2022-Q4 | Increased 52 |
BANK OF NOVA SCOTIA | 15.5M | $778.5M | 1.2% | $39.46 | +8.61% | 18 qtrssince 2018-Q4 | Decreased 0 |
THOMSON REUTERS CORP. | 5.6M | $732.8M | 1.1% | — | — | — | — |
ENBRIDGE INC | 18.9M | $722M | 1.1% | $24.07 | +33.64% | 18 qtrssince 2018-Q4 | Decreased 0 |
AON PLC | 2.3M | $721.1M | 1.1% | $308.19 | 0.00% | 1 qtr | New 72 |
ALPHABET INC-CL A | 6.9M | $711.7M | 1.1% | $95.49 | +4.85% | 18 qtrssince 2018-Q4 | Decreased 0 |
TC ENERGY CORP | 17.8M | $691.3M | 1.1% | $35.97 | -5.38% | 16 qtrssince 2019-Q2 | Increased 52 |
SUN LIFE FINANCIAL INC | 14.7M | $687.2M | 1.1% | $37.01 | +13.24% | 18 qtrssince 2018-Q4 | Decreased 0 |
STANTEC INC | 11.7M | $685.5M | 1.1% | $33.42 | +71.67% | 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: Steady Compounder. HoldingsIntel Rating: 2/5.0.
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