MACKENZIE FINANCIAL CORP
Institutional investor · Portfolio as of Q3 2021
Top Holdings1,430 positions
Stock | Shares | Value | Weight | Avg Buy | Est. P&L | Held | Conviction |
|---|---|---|---|---|---|---|---|
ROYAL BANK OF CANADA | 29.2M | $2.9B | 4.1% | $62.68 | +34.54% | 12 qtrssince 2018-Q4 | Decreased 0 |
TORONTO-DOMINION BANK | 35.5M | $2.3B | 3.3% | $43.76 | +26.90% | 12 qtrssince 2018-Q4 | Decreased 0 |
MICROSOFT CORP | 7.1M | $2B | 2.8% | $143.64 | +90.96% | 12 qtrssince 2018-Q4 | Decreased 0 |
BANK OF NOVA SCOTIA | 22.5M | $1.4B | 2.0% | $39.39 | +23.97% | 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 STREET SPDR S&P 500 ETF TRUST CL USD INC | 2.6M | $1.1B | 1.6% | $253.49 | +61.56% | 12 qtrssince 2018-Q4 | Increased 54 |
CANADIAN NATL RAILWAY CO | 9.1M | $1B | 1.5% | $83.53 | +26.03% | 12 qtrssince 2018-Q4 | Decreased 0 |
ALPHABET INC-CL A | 390,136 | $1B | 1.5% | $76.14 | +75.13% | 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-CLASS A SHARES | 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% | $35.95 | +22.20% | 12 qtrssince 2018-Q4 | Increased 53 |
APPLE INC | 5.8M | $825.5M | 1.2% | $99.65 | +38.50% | 12 qtrssince 2018-Q4 | Decreased 0 |
ENBRIDGE INC | 20M | $796.1M | 1.1% | $22.80 | +34.27% | 12 qtrssince 2018-Q4 | Decreased 0 |
TC ENERGY CORP | 16.3M | $782.9M | 1.1% | $35.85 | +8.21% | 10 qtrssince 2019-Q2 | Increased 52 |
ACCENTURE PLC-CL A | 2.4M | $775.8M | 1.1% | $168.82 | +80.05% | 12 qtrssince 2018-Q4 | Decreased 0 |
KEYSIGHT TECHNOLOGIES IN | 4.6M | $753.3M | 1.1% | $105.71 | +57.88% | 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% | $113.47 | +45.47% | 12 qtrssince 2018-Q4 | Decreased 0 |
MANULIFE FINANCIAL CORP | 37M | $711.8M | 1.0% | $12.20 | +31.67% | 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: Steady Compounder. HoldingsIntel Rating: 2.5/5.0.
Active quarter - 272 new positions, 74 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