MACKENZIE FINANCIAL CORP
Institutional investor · Portfolio as of Q2 2021
Top Holdings1,232 positions
Stock | Shares | Value | Weight | Avg Buy | Est. P&L | Held | Conviction |
|---|---|---|---|---|---|---|---|
ROYAL BANK OF CANADA | 29.6M | $3B | 4.2% | $62.68 | +35.84% | 11 qtrssince 2018-Q4 | Decreased 0 |
TORONTO-DOMINION BANK | 35.8M | $2.5B | 3.5% | $43.76 | +32.45% | 11 qtrssince 2018-Q4 | Decreased 0 |
MICROSOFT CORP | 7.3M | $2B | 2.8% | $143.64 | +82.14% | 11 qtrssince 2018-Q4 | Increased 55 |
BANK OF NOVA SCOTIA | 23.3M | $1.5B | 2.1% | $39.39 | +28.89% | 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 RAILWAY CO | 10.7M | $1.1B | 1.6% | $83.53 | +14.54% | 11 qtrssince 2018-Q4 | Decreased 0 |
STATE STREET SPDR S&P 500 ETF TRUST CL USD INC | 2.4M | $1B | 1.4% | $241.59 | +66.34% | 11 qtrssince 2018-Q4 | Decreased 0 |
ALPHABET INC-CL A | 390,392 | $953.3M | 1.3% | $76.14 | +59.38% | 11 qtrssince 2018-Q4 | Increased 58 |
VISA INC-CLASS A SHARES | 4M | $934.6M | 1.3% | $177.69 | +26.53% | 11 qtrssince 2018-Q4 | Increased 51 |
ENBRIDGE INC | 20.9M | $835.7M | 1.2% | $22.80 | +32.08% | 11 qtrssince 2018-Q4 | Decreased 0 |
AMAZON.COM INC | 241,398 | $830.4M | 1.2% | $113.47 | +51.95% | 11 qtrssince 2018-Q4 | Increased 56 |
APPLE INC | 5.9M | $808.3M | 1.1% | $99.65 | +33.85% | 11 qtrssince 2018-Q4 | Decreased 0 |
SUN LIFE FINANCIAL INC | 15.5M | $796.8M | 1.1% | $35.46 | +22.77% | 11 qtrssince 2018-Q4 | Increased 58 |
TELUS CORPORATION | 35.5M | $795M | 1.1% | $13.69 | +30.71% | 11 qtrssince 2018-Q4 | Decreased 0 |
TC ENERGY CORP | 15.8M | $778.6M | 1.1% | $35.75 | +10.06% | 9 qtrssince 2019-Q2 | Increased 51 |
MANULIFE FINANCIAL CORP | 38.8M | $763.5M | 1.1% | $12.20 | +31.34% | 11 qtrssince 2018-Q4 | Decreased 0 |
KEYSIGHT TECHNOLOGIES IN | 4.9M | $750.4M | 1.0% | $105.71 | +47.38% | 7 qtrssince 2019-Q4 | Increased 51 |
ACCENTURE PLC-CL A | 2.5M | $734.4M | 1.0% | $168.82 | +64.50% | 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: Steady Compounder. HoldingsIntel Rating: 2/5.0.
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