MACKENZIE FINANCIAL CORP
Institutional investor · Portfolio as of Q3 2020
Top Holdings986 positions
Stock | Shares | Value | Weight | Avg Buy | Est. P&L | Held | Conviction |
|---|---|---|---|---|---|---|---|
ROYAL BANK OF CANADA | 17.3M | $1.2B | 3.0% | $52.77 | +8.35% | 8 qtrssince 2018-Q4 | Increased 59 |
MICROSOFT CORP | 5.3M | $1.1B | 2.8% | $112.57 | +76.20% | 8 qtrssince 2018-Q4 | Increased 55 |
TORONTO-DOMINION BANK | 21.5M | $993.5M | 2.5% | $36.73 | +0.09% | 8 qtrssince 2018-Q4 | Decreased 0 |
STATE STREET SPDR S&P 500 ETF TRUST CL USD INC | 2.2M | $734M | 1.8% | $226.85 | +36.19% | 8 qtrssince 2018-Q4 | Decreased 0 |
BANK OF NOVA SCOTIA | 17.5M | $725.4M | 1.8% | $34.15 | -9.04% | 8 qtrssince 2018-Q4 | Increased 50 |
PROCTER & GAMBLE CO/THE | 4.8M | $669.8M | 1.7% | $86.75 | +37.53% | 8 qtrssince 2018-Q4 | Decreased 0 |
APPLE INC | 5.8M | $666.2M | 1.7% | $96.66 | +16.11% | 8 qtrssince 2018-Q4 | Increased 80 |
| 2.1M | $652.9M | 1.6% | — | — | 8 qtrssince 2018-Q4 | Decreased 0 | |
CANADIAN NATL RAILWAY CO | 6M | $643.1M | 1.6% | $66.12 | +44.11% | 8 qtrssince 2018-Q4 | Decreased 0 |
| 17.4M | $575M | 1.4% | — | — | 8 qtrssince 2018-Q4 | Increased 50 | |
VISA INC-CLASS A SHARES | 2.9M | $573.7M | 1.4% | $166.39 | +15.04% | 8 qtrssince 2018-Q4 | Increased 64 |
JOHNSON & JOHNSON | 3.8M | $563.3M | 1.4% | $107.10 | +18.31% | 8 qtrssince 2018-Q4 | Decreased 0 |
SPDR GOLD TRUST | 3.1M | $552.9M | 1.4% | $147.04 | +21.18% | 8 qtrssince 2018-Q4 | Increased 50 |
AMAZON.COM INC | 174,565 | $549.7M | 1.4% | $93.69 | +67.83% | 8 qtrssince 2018-Q4 | Decreased 0 |
ACCENTURE PLC-CL A | 2.2M | $500.8M | 1.2% | $142.60 | +45.69% | 8 qtrssince 2018-Q4 | Increased 51 |
MANULIFE FINANCIAL CORP | 36M | $500.7M | 1.2% | $10.22 | +7.42% | 8 qtrssince 2018-Q4 | Increased 49 |
DANAHER CORP | 2.2M | $468.2M | 1.2% | $98.40 | +85.82% | 8 qtrssince 2018-Q4 | Increased 49 |
AON PLC | 2.2M | $459.8M | 1.1% | $185.82 | +6.41% | 2 qtrssince 2020-Q2 | Increased 56 |
EQUIFAX INC | 2.7M | $430.9M | 1.1% | $120.33 | +26.27% | 8 qtrssince 2018-Q4 | Increased 78 |
ALPHABET INC-CL A | 291,395 | $427.1M | 1.1% | $57.49 | +26.54% | 8 qtrssince 2018-Q4 | Decreased 0 |
MACKENZIE FINANCIAL CORP manages $40.3B across 986 positions as of Q3 2020. Top holdings: RY (3.0%), MSFT (2.8%), TD (2.5%). Fund DNA: Steady Compounder. HoldingsIntel Rating: 2/5.0.
Active quarter - 86 new positions, 103 exits, 436 increased. Top move: AAPL (INCREASED, conviction 80). Portfolio: $40.3B across 986 positions.
Top holdings by portfolio weight
Portfolio allocation by GICS sector
Behavioral investing profile
Position Outcomes
Best and worst performing positions by estimated return
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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