MACKENZIE FINANCIAL CORP
Institutional investor · Portfolio as of Q4 2019
Top Holdings1,072 positions
Stock | Shares | Value | Weight | Avg Buy | Est. P&L | Held | Conviction |
|---|---|---|---|---|---|---|---|
ROYAL BANK OF CANADA | 19.2M | $1.5B | 3.7% | $52.75 | +18.27% | 5 qtrssince 2018-Q4 | Increased 61 |
TORONTO-DOMINION BANK | 23.5M | $1.3B | 3.2% | $36.74 | +17.47% | 5 qtrssince 2018-Q4 | Increased 58 |
BANK OF NOVA SCOTIA | 18.7M | $1.1B | 2.6% | $34.41 | +17.15% | 5 qtrssince 2018-Q4 | Decreased 0 |
BANK OF MONTREAL | 10.3M | $802.1M | 2.0% | $49.73 | +18.44% | 5 qtrssince 2018-Q4 | Increased 55 |
MANULIFE FINANCIAL CORP | 36.6M | $742.7M | 1.8% | $10.23 | +49.43% | 5 qtrssince 2018-Q4 | Increased 51 |
STATE STREET SPDR S&P 500 ETF TRUST CL USD INC | 2.1M | $690.1M | 1.7% | $225.47 | +30.50% | 5 qtrssince 2018-Q4 | Decreased 0 |
| 2.7M | $682.9M | 1.7% | — | — | 5 qtrssince 2018-Q4 | Increased 52 | |
MICROSOFT CORP | 4.2M | $668.2M | 1.6% | $95.83 | +56.13% | 5 qtrssince 2018-Q4 | Increased 50 |
| 8.6M | $646.2M | 1.6% | — | — | 5 qtrssince 2018-Q4 | Decreased 0 | |
SUNCOR ENERGY INC | 18.8M | $616M | 1.5% | $21.98 | +17.44% | 5 qtrssince 2018-Q4 | Increased 57 |
VISA INC-CLASS A SHARES | 3.3M | $613.6M | 1.5% | $148.46 | +20.59% | 5 qtrssince 2018-Q4 | Increased 63 |
JOHNSON & JOHNSON | 3.8M | $554.8M | 1.4% | $105.46 | +16.37% | 5 qtrssince 2018-Q4 | Increased 51 |
CANADIAN NATL RAILWAY CO | 5.6M | $511.2M | 1.3% | $65.79 | +21.35% | 5 qtrssince 2018-Q4 | Increased 53 |
TC ENERGY CORP | 9.4M | $501.1M | 1.2% | $35.73 | +8.48% | 3 qtrssince 2019-Q2 | Decreased 0 |
ENBRIDGE INC | 12.3M | $490.4M | 1.2% | $19.97 | +34.44% | 5 qtrssince 2018-Q4 | Decreased 0 |
SHAW COMMUNICATIONS INC | 23.9M | $485.7M | 1.2% | — | — | 5 qtrssince 2018-Q4 | Decreased 0 |
TELUS CORPORATION | 11.3M | $436.1M | 1.1% | $11.71 | +22.12% | 5 qtrssince 2018-Q4 | Decreased 0 |
BECTON DICKINSON AND CO | 1.5M | $415M | 1.0% | $155.07 | +21.80% | 5 qtrssince 2018-Q4 | Increased 52 |
NUTRIEN LTD | 7.8M | $372.1M | 0.9% | $39.25 | -1.18% | 5 qtrssince 2018-Q4 | Decreased 0 |
AON PLC | 1.8M | $370.7M | 0.9% | $143.10 | +38.57% | 5 qtrssince 2018-Q4 | Decreased 0 |
MACKENZIE FINANCIAL CORP manages $40.8B across 1072 positions as of Q4 2019. Top holdings: RY (3.7%), TD (3.2%), BNS (2.6%). Fund DNA: Steady Compounder. HoldingsIntel Rating: 2/5.0.
Active quarter - 201 new positions, 126 exits, 431 increased. Top move: V (INCREASED, conviction 63). Portfolio: $40.8B across 1072 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