MACKENZIE FINANCIAL CORP
Institutional investor · Portfolio as of Q1 2024
Top Holdings1,521 positions
Stock | Shares | Value | Weight | Avg Buy | Est. P&L | Held | Conviction |
|---|---|---|---|---|---|---|---|
ROYAL BANK OF CANADA | 26M | $2.6B | 3.8% | $64.28 | +46.83% | 22 qtrssince 2018-Q4 | Decreased 0 |
MICROSOFT CORP | 5.4M | $2.3B | 3.3% | $165.41 | +151.08% | 22 qtrssince 2018-Q4 | Decreased 0 |
STATE STREET SPDR S&P 500 ETF TRUST CL USD INC | 3.2M | $1.7B | 2.4% | $301.94 | +69.58% | 22 qtrssince 2018-Q4 | Decreased 0 |
TORONTO-DOMINION BANK | 25.8M | $1.6B | 2.2% | $44.13 | +26.95% | 22 qtrssince 2018-Q4 | Decreased 0 |
BANK OF MONTREAL | 13.1M | $1.3B | 1.8% | $69.45 | +29.11% | 22 qtrssince 2018-Q4 | Decreased 0 |
CANADIAN NATL RAILWAY CO | 9.4M | $1.2B | 1.8% | $94.54 | +32.98% | 22 qtrssince 2018-Q4 | Decreased 0 |
CANADIAN PACIFIC RAILWAY LTD /CAD/ | 13.9M | $1.2B | 1.8% | $79.02 | +9.85% | 4 qtrssince 2023-Q2 | Decreased 0 |
CANADIAN NATURAL RESOURCES | 15.8M | $1.2B | 1.7% | $12.60 | +184.61% | 22 qtrssince 2018-Q4 | Increased 50 |
APPLE INC | 6M | $1B | 1.5% | $114.44 | +48.23% | 22 qtrssince 2018-Q4 | Increased 52 |
ALPHABET INC-CL A | 6.7M | $1B | 1.5% | $100.56 | +48.97% | 22 qtrssince 2018-Q4 | Increased 54 |
VISA INC-CLASS A SHARES | 3.3M | $933.5M | 1.3% | $209.36 | +30.82% | 22 qtrssince 2018-Q4 | Increased 63 |
AON PLC | 2.5M | $821.1M | 1.2% | $307.66 | +6.86% | 5 qtrssince 2023-Q1 | Increased 53 |
AMAZON.COM INC | 4.4M | $801.8M | 1.2% | $112.71 | +60.04% | 22 qtrssince 2018-Q4 | Increased 54 |
TELUS CORPORATION | 50M | $800.1M | 1.2% | $15.92 | -7.96% | 22 qtrssince 2018-Q4 | Decreased 0 |
STANTEC INC | 9.5M | $786.7M | 1.1% | $33.42 | +146.27% | 22 qtrssince 2018-Q4 | Decreased 0 |
SUN LIFE FINANCIAL INC | 14.3M | $780.3M | 1.1% | $37.44 | +38.23% | 22 qtrssince 2018-Q4 | Increased 51 |
BROOKFIELD CORP /CAD/ | 18.5M | $772.6M | 1.1% | $20.54 | +34.44% | 6 qtrssince 2022-Q4 | Decreased 0 |
ENBRIDGE INC | 21.1M | $763.8M | 1.1% | $24.97 | +31.82% | 22 qtrssince 2018-Q4 | Decreased 0 |
NUTRIEN LTD | 13.9M | $752.9M | 1.1% | $51.73 | -0.57% | 22 qtrssince 2018-Q4 | Increased 52 |
ACCENTURE PLC-CL A | 2.2M | $746.8M | 1.1% | $271.83 | +24.18% | 5 qtrssince 2023-Q1 | Increased 50 |
MACKENZIE FINANCIAL CORP manages $69.4B across 1521 positions as of Q1 2024. Top holdings: RY (3.8%), MSFT (3.3%), SPY (2.4%). Fund DNA: Steady Compounder. HoldingsIntel Rating: 2/5.0.
Active quarter - 145 new positions, 119 exits, 675 increased. Top move: V (INCREASED, conviction 63). Portfolio: $69.4B across 1521 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