MACKENZIE FINANCIAL CORP
Institutional investor · Portfolio as of Q3 2023
Top Holdings1,466 positions
Stock | Shares | Value | Weight | Avg Buy | Est. P&L | Held | Conviction |
|---|---|---|---|---|---|---|---|
ROYAL BANK OF CANADA | 25.5M | $2.1B | 3.5% | $62.70 | +27.54% | 20 qtrssince 2018-Q4 | Decreased 0 |
TORONTO-DOMINION BANK | 28.3M | $1.6B | 2.8% | $44.13 | +23.71% | 20 qtrssince 2018-Q4 | Decreased 0 |
MICROSOFT CORP | 4.9M | $1.5B | 2.6% | $145.17 | +113.88% | 20 qtrssince 2018-Q4 | Increased 55 |
STATE STREET SPDR S&P 500 ETF TRUST CL USD INC | 3.3M | $1.4B | 2.3% | $301.94 | +37.60% | 20 qtrssince 2018-Q4 | Decreased 0 |
BANK OF MONTREAL | 13.8M | $1.1B | 1.9% | $68.36 | +10.43% | 20 qtrssince 2018-Q4 | Increased 50 |
CANADIAN NATL RAILWAY CO | 10.3M | $1.1B | 1.8% | $94.54 | +8.31% | 20 qtrssince 2018-Q4 | Decreased 0 |
CANADIAN NATURAL RESOURCES | 17.1M | $1.1B | 1.8% | $12.33 | +136.24% | 20 qtrssince 2018-Q4 | Decreased 0 |
CANADIAN PACIFIC RAILWAY LTD /CAD/ | 13.4M | $983.7M | 1.7% | $79.09 | -7.70% | 2 qtrssince 2023-Q2 | Decreased 0 |
APPLE INC | 5.7M | $976.5M | 1.6% | $110.64 | +52.68% | 20 qtrssince 2018-Q4 | Increased 55 |
TELUS CORPORATION | 59.7M | $935.5M | 1.6% | $15.92 | -8.90% | 20 qtrssince 2018-Q4 | Decreased 0 |
ALPHABET INC-CL A | 6M | $795.2M | 1.3% | $95.49 | +36.01% | 20 qtrssince 2018-Q4 | Decreased 0 |
THOMSON REUTERS CORP | 6.2M | $755.5M | 1.3% | $88.66 | +32.70% | 20 qtrssince 2018-Q4 | Increased 58 |
NUTRIEN LTD | 13.1M | $748.6M | 1.3% | $51.73 | +10.91% | 20 qtrssince 2018-Q4 | Increased 51 |
BECTON DICKINSON AND CO | 2.8M | $717.6M | 1.2% | $174.88 | +9.92% | 20 qtrssince 2018-Q4 | Decreased 0 |
ENBRIDGE INC | 22.5M | $711M | 1.2% | $24.97 | +16.32% | 20 qtrssince 2018-Q4 | Increased 57 |
CAE INC | 31.2M | $709.6M | 1.2% | $25.31 | -7.74% | 20 qtrssince 2018-Q4 | Decreased 0 |
ACCENTURE PLC-CL A | 2.3M | $692M | 1.2% | $271.57 | +9.28% | 3 qtrssince 2023-Q1 | Decreased 0 |
AON PLC | 2.2M | $686.5M | 1.2% | $308.19 | +3.22% | 3 qtrssince 2023-Q1 | Decreased 0 |
STANTEC INC | 10.8M | $685M | 1.2% | $33.42 | +91.66% | 20 qtrssince 2018-Q4 | Decreased 0 |
SUN LIFE FINANCIAL INC | 14.4M | $678.3M | 1.1% | $37.22 | +21.61% | 20 qtrssince 2018-Q4 | Decreased 0 |
MACKENZIE FINANCIAL CORP manages $59.5B across 1466 positions as of Q3 2023. Top holdings: RY (3.5%), TD (2.8%), MSFT (2.6%). Fund DNA: Steady Compounder. HoldingsIntel Rating: 2/5.0.
Active quarter - 130 new positions, 167 exits, 589 increased. Top move: TRI (INCREASED, conviction 58). Portfolio: $59.5B across 1466 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