MACKENZIE FINANCIAL CORP
Institutional investor · Portfolio as of Q3 2019
Top Holdings997 positions
Stock | Shares | Value | Weight | Avg Buy | Est. P&L | Held | Conviction |
|---|---|---|---|---|---|---|---|
ROYAL BANK OF CANADA | 18.3M | $1.5B | 3.9% | $52.32 | +21.01% | 4 qtrssince 2018-Q4 | Increased 61 |
TORONTO-DOMINION BANK | 23.5M | $1.4B | 3.6% | $36.74 | +20.26% | 4 qtrssince 2018-Q4 | Increased 59 |
BANK OF NOVA SCOTIA | 19.5M | $1.1B | 2.9% | $34.41 | +18.57% | 4 qtrssince 2018-Q4 | Decreased 0 |
BANK OF MONTREAL | 9.4M | $695M | 1.8% | $48.84 | +13.58% | 4 qtrssince 2018-Q4 | Increased 51 |
STATE STREET SPDR S&P 500 ETF TRUST CL USD INC | 2.2M | $666M | 1.8% | $225.47 | +19.47% | 4 qtrssince 2018-Q4 | Increased 53 |
MANULIFE FINANCIAL CORP | 36M | $661.5M | 1.7% | $10.15 | +34.78% | 4 qtrssince 2018-Q4 | Decreased 0 |
MICROSOFT CORP | 4.2M | $585.6M | 1.5% | $95.51 | +36.46% | 4 qtrssince 2018-Q4 | Increased 52 |
| 2.6M | $573.1M | 1.5% | — | — | 4 qtrssince 2018-Q4 | Increased 51 | |
TC ENERGY CORP | 10.8M | $560.6M | 1.5% | $35.73 | +5.46% | 2 qtrssince 2019-Q2 | Decreased 0 |
SHAW COMMUNICATIONS INC | 28.3M | $557.1M | 1.5% | — | — | 4 qtrssince 2018-Q4 | Decreased 0 |
SUNCOR ENERGY INC | 16.5M | $520.1M | 1.4% | $21.44 | +15.63% | 4 qtrssince 2018-Q4 | Decreased 0 |
TELUS CORPORATION | 13.5M | $482.6M | 1.3% | $11.71 | +10.50% | 4 qtrssince 2018-Q4 | Decreased 0 |
| 9.1M | $482.4M | 1.3% | — | — | 4 qtrssince 2018-Q4 | Increased 49 | |
JOHNSON & JOHNSON | 3.7M | $480.2M | 1.3% | $105.03 | +2.71% | 4 qtrssince 2018-Q4 | Increased 57 |
CANADIAN NATL RAILWAY CO | 5.3M | $476.8M | 1.3% | $64.88 | +21.68% | 4 qtrssince 2018-Q4 | Decreased 0 |
ENBRIDGE INC | 13.3M | $466.8M | 1.2% | $19.97 | +20.77% | 4 qtrssince 2018-Q4 | Increased 52 |
VISA INC-CLASS A SHARES | 2.5M | $426.1M | 1.1% | $138.73 | +17.94% | 4 qtrssince 2018-Q4 | Increased 64 |
NUTRIEN LTD | 8.5M | $422.6M | 1.1% | $39.25 | +2.21% | 4 qtrssince 2018-Q4 | Decreased 0 |
COMCAST CORP-CLASS A | 8.9M | $402.8M | 1.1% | $26.58 | +32.18% | 4 qtrssince 2018-Q4 | Decreased 0 |
PEPSICO INC | 2.9M | $392.7M | 1.0% | $89.95 | +24.68% | 4 qtrssince 2018-Q4 | Increased 51 |
MACKENZIE FINANCIAL CORP manages $38.1B across 997 positions as of Q3 2019. Top holdings: RY (3.9%), TD (3.6%), BNS (2.9%). Fund DNA: Steady Compounder. HoldingsIntel Rating: 2/5.0.
Active quarter - 75 new positions, 163 exits, 375 increased. Top move: V (INCREASED, conviction 64). Portfolio: $38.1B across 997 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