MACKENZIE FINANCIAL CORP
Institutional investor · Portfolio as of Q3 2021
Top Holdings1,430 positions
ROYAL BK CDA | 29.2M | $2.9B | 4.1% | $62.68 | +34.54% | 12 qtrssince 2018-Q4 | Decreased 0 |
TORONTO DOMINION BK ONT | 35.5M | $2.3B | 3.3% | $42.84 | +26.04% | 12 qtrssince 2018-Q4 | Decreased 0 |
MICROSOFT CORP | 7.1M | $2B | 2.8% | $144.77 | +86.90% | 12 qtrssince 2018-Q4 | Decreased 0 |
BANK NOVA SCOTIA B C | 22.5M | $1.4B | 2.0% | $38.20 | +23.62% | 12 qtrssince 2018-Q4 | Decreased 0 |
| 23.8M | $1.3B | 1.8% | — | — | 12 qtrssince 2018-Q4 | Decreased 0 | |
| 18.4M | $1.2B | 1.7% | — | — | 12 qtrssince 2018-Q4 | Increased 56 | |
STATE STR SPDR S&P 500 ETF T | 2.6M | $1.1B | 1.6% | $252.50 | +58.96% | 12 qtrssince 2018-Q4 | Increased 54 |
CANADIAN NATL RY CO | 9.1M | $1B | 1.5% | $83.08 | +26.03% | 12 qtrssince 2018-Q4 | Decreased 0 |
ALPHABET INC | 390,136 | $1B | 1.5% | $76.23 | +73.71% | 12 qtrssince 2018-Q4 | Decreased 0 |
BANK OF MONTREAL | 10.2M | $1B | 1.4% | $60.54 | +35.67% | 12 qtrssince 2018-Q4 | Decreased 0 |
VISA INC | 4.3M | $948.9M | 1.3% | $179.96 | +19.18% | 12 qtrssince 2018-Q4 | Increased 54 |
SUN LIFE FINANCIAL INC. | 16.4M | $843.9M | 1.2% | $35.04 | +21.30% | 12 qtrssince 2018-Q4 | Increased 53 |
APPLE INC | 5.8M | $825.5M | 1.2% | $59.25 | +132.94% | 12 qtrssince 2018-Q4 | Decreased 0 |
ENBRIDGE INC | 20M | $796.1M | 1.1% | $21.88 | +34.37% | 12 qtrssince 2018-Q4 | Decreased 0 |
TC ENERGY CORP | 16.3M | $782.9M | 1.1% | $34.60 | +8.76% | 10 qtrssince 2019-Q2 | Increased 52 |
ACCENTURE PLC IRELAND | 2.4M | $775.8M | 1.1% | $163.46 | +78.73% | 12 qtrssince 2018-Q4 | Decreased 0 |
KEYSIGHT TECHNOLOGIES INC | 4.6M | $753.3M | 1.1% | $106.14 | +54.79% | 8 qtrssince 2019-Q4 | Decreased 0 |
AON PLC | 2.6M | $749.8M | 1.1% | $194.84 | +41.82% | 6 qtrssince 2020-Q2 | Decreased 0 |
AMAZON COM INC | 225,039 | $739.3M | 1.0% | $114.93 | +42.92% | 12 qtrssince 2018-Q4 | Decreased 0 |
MANULIFE FINL CORP | 37M | $711.8M | 1.0% | $11.95 | +29.54% | 12 qtrssince 2018-Q4 | Decreased 0 |
MACKENZIE FINANCIAL CORP manages $70.5B across 1430 positions as of Q3 2021. Top holdings: RY (4.1%), TD (3.3%), MSFT (2.8%). Fund DNA: Balanced Allocator. HoldingsIntel Score: 3/5.0.
Active quarter - 273 new positions, 75 exits, 780 increased. Top move: SPY (INCREASED, conviction 54). Portfolio: $70.5B across 1430 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
Verify source filings on SEC EDGAR