MACKENZIE FINANCIAL CORP
Institutional investor · Portfolio as of Q2 2023
Top Holdings1,503 positions
Royal Bank of Canada | 26.5M | $2.5B | 3.8% | $62.70 | +37.89% | 19 qtrssince 2018-Q4 | Decreased 0 |
Toronto-Dominion Bank/The | 30M | $1.9B | 2.8% | $43.22 | +25.73% | 19 qtrssince 2018-Q4 | Increased 55 |
Microsoft Corp | 4.9M | $1.7B | 2.5% | $145.17 | +128.72% | 19 qtrssince 2018-Q4 | Decreased 0 |
SPDR S&P 500 ETF Trust | 3.4M | $1.5B | 2.3% | $298.53 | +42.70% | 19 qtrssince 2018-Q4 | Decreased 0 |
Canadian National Railway Co | 10.7M | $1.3B | 2.0% | $94.04 | +20.40% | 19 qtrssince 2018-Q4 | Decreased 0 |
TELUS Corp | 64.9M | $1.3B | 1.9% | $14.96 | +6.83% | 19 qtrssince 2018-Q4 | Increased 54 |
Bank of Montreal | 13.7M | $1.2B | 1.9% | $68.32 | +16.86% | 19 qtrssince 2018-Q4 | Increased 55 |
Canadian Pacific Railway Ltd | 14.8M | $1.2B | 1.8% | $78.92 | 0.00% | 1 qtr | New 73 |
Apple Inc | 5.2M | $999.8M | 1.5% | $67.91 | +181.44% | 19 qtrssince 2018-Q4 | Increased 52 |
Canadian Natural Resources Ltd | 17.4M | $979.9M | 1.5% | $12.22 | +103.39% | 19 qtrssince 2018-Q4 | Increased 52 |
Sun Life Financial Inc | 15M | $783.3M | 1.2% | $36.24 | +28.14% | 19 qtrssince 2018-Q4 | Increased 51 |
TransCanada Corp | 19.4M | $782.6M | 1.2% | $35.93 | -1.31% | 17 qtrssince 2019-Q2 | Increased 55 |
Becton Dickinson and Co | 2.9M | $766.8M | 1.2% | $173.86 | +11.87% | 19 qtrssince 2018-Q4 | Increased 55 |
Brookfield Asset Management In | 22.6M | $761.8M | 1.2% | $20.46 | +7.24% | 3 qtrssince 2022-Q4 | Decreased 0 |
Nutrien Ltd | 12.8M | $757.4M | 1.1% | $50.59 | +4.96% | 19 qtrssince 2018-Q4 | Increased 56 |
Aon PLC | 2.2M | $748.1M | 1.1% | $308.19 | +9.69% | 2 qtrssince 2023-Q1 | Decreased 0 |
Enbridge Inc | 19.8M | $734.6M | 1.1% | $24.40 | +30.30% | 19 qtrssince 2018-Q4 | Increased 52 |
Alphabet Inc | 6.1M | $729.8M | 1.1% | $78.36 | +51.32% | 19 qtrssince 2018-Q4 | Decreased 0 |
Bank of Nova Scotia/The | 14.4M | $721.8M | 1.1% | $38.27 | +10.25% | 19 qtrssince 2018-Q4 | Decreased 0 |
Stantec Inc | 11M | $718.9M | 1.1% | $33.36 | +91.28% | 19 qtrssince 2018-Q4 | Decreased 0 |
MACKENZIE FINANCIAL CORP manages $65.9B across 1503 positions as of Q2 2023. Top holdings: RY (3.8%), TD (2.8%), MSFT (2.5%). Fund DNA: Balanced Allocator. HoldingsIntel Score: 3/5.0.
Active quarter - 173 new positions, 183 exits, 572 increased. Top move: CP (NEW, conviction 73). Portfolio: $65.9B across 1503 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
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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