MACKENZIE FINANCIAL CORP
Institutional investor · Portfolio as of Q2 2021
Top Holdings1,232 positions
ROYAL BK CDA | 29.6M | $3B | 4.2% | $62.68 | +35.84% | 11 qtrssince 2018-Q4 | Decreased 0 |
TORONTO DOMINION BK ONT | 35.8M | $2.5B | 3.5% | $42.84 | +32.26% | 11 qtrssince 2018-Q4 | Decreased 0 |
MICROSOFT CORP | 7.3M | $2B | 2.8% | $144.77 | +79.25% | 11 qtrssince 2018-Q4 | Increased 55 |
BANK NOVA SCOTIA B C | 23.3M | $1.5B | 2.1% | $38.20 | +29.27% | 11 qtrssince 2018-Q4 | Decreased 0 |
| 16.6M | $1.3B | 1.8% | — | — | 11 qtrssince 2018-Q4 | Increased 81 | |
| 24.2M | $1.2B | 1.7% | — | — | 11 qtrssince 2018-Q4 | Decreased 0 | |
BANK OF MONTREAL | 11.2M | $1.2B | 1.6% | $60.54 | +38.35% | 11 qtrssince 2018-Q4 | Increased 51 |
CANADIAN NATL RY CO | 10.7M | $1.1B | 1.6% | $83.08 | +14.54% | 11 qtrssince 2018-Q4 | Decreased 0 |
STATE STR SPDR S&P 500 ETF T | 2.4M | $1B | 1.4% | $241.14 | +65.50% | 11 qtrssince 2018-Q4 | Decreased 0 |
ALPHABET INC | 390,392 | $953.3M | 1.3% | $76.23 | +58.65% | 11 qtrssince 2018-Q4 | Increased 58 |
VISA INC | 4M | $934.6M | 1.3% | $177.69 | +26.53% | 11 qtrssince 2018-Q4 | Increased 51 |
ENBRIDGE INC | 20.9M | $835.7M | 1.2% | $21.88 | +32.93% | 11 qtrssince 2018-Q4 | Decreased 0 |
AMAZON COM INC | 241,398 | $830.4M | 1.2% | $114.93 | +49.67% | 11 qtrssince 2018-Q4 | Increased 56 |
APPLE INC | 5.9M | $808.3M | 1.1% | $59.25 | +125.12% | 11 qtrssince 2018-Q4 | Decreased 0 |
SUN LIFE FINANCIAL INC. | 15.5M | $796.8M | 1.1% | $34.58 | +22.11% | 11 qtrssince 2018-Q4 | Increased 58 |
TELUS CORPORATION | 35.5M | $795M | 1.1% | $12.90 | +30.04% | 11 qtrssince 2018-Q4 | Decreased 0 |
TC ENERGY CORP | 15.8M | $778.6M | 1.1% | $34.50 | +10.93% | 9 qtrssince 2019-Q2 | Increased 51 |
MANULIFE FINL CORP | 38.8M | $763.5M | 1.1% | $11.95 | +31.17% | 11 qtrssince 2018-Q4 | Decreased 0 |
KEYSIGHT TECHNOLOGIES INC | 4.9M | $750.4M | 1.0% | $106.14 | +45.48% | 7 qtrssince 2019-Q4 | Increased 51 |
ACCENTURE PLC IRELAND | 2.5M | $734.4M | 1.0% | $163.46 | +64.23% | 11 qtrssince 2018-Q4 | Increased 52 |
MACKENZIE FINANCIAL CORP manages $71.9B across 1232 positions as of Q2 2021. Top holdings: RY (4.2%), TD (3.5%), MSFT (2.8%). Fund DNA: Balanced Allocator. HoldingsIntel Score: 3/5.0.
Active quarter - 187 new positions, 70 exits, 638 increased. Top move: GOOGL (INCREASED, conviction 58). Portfolio: $71.9B across 1232 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