MACKENZIE FINANCIAL CORP
Institutional investor · Portfolio as of Q4 2019
Top Holdings1,072 positions
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% | $36.11 | +17.32% | 5 qtrssince 2018-Q4 | Increased 58 |
BANK N S HALIFAX | 18.7M | $1.1B | 2.6% | $33.49 | +17.49% | 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 FINL CORP | 36.6M | $742.7M | 1.8% | $10.09 | +48.12% | 5 qtrssince 2018-Q4 | Increased 51 |
SPDR S&P 500 ETF TRUST | 2.1M | $690.1M | 1.7% | $225.62 | +29.71% | 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% | $96.33 | +54.46% | 5 qtrssince 2018-Q4 | Increased 50 |
| 8.6M | $646.2M | 1.6% | — | — | 5 qtrssince 2018-Q4 | Decreased 0 | |
SUNCOR ENERGY INC NEW | 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% | $105.09 | +15.38% | 5 qtrssince 2018-Q4 | Increased 51 |
CANADIAN NATL RAILWAY CO | 5.6M | $511.2M | 1.3% | $65.43 | +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 CORP | 11.3M | $436.1M | 1.1% | $11.02 | +22.32% | 5 qtrssince 2018-Q4 | Decreased 0 |
BECTON DICKINSON AND CO | 1.5M | $415M | 1.0% | $154.29 | +20.72% | 5 qtrssince 2018-Q4 | Increased 52 |
NUTRIEN LTD | 7.8M | $372.1M | 0.9% | $38.65 | -0.89% | 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: Balanced Allocator. HoldingsIntel Score: 3/5.0.
Active quarter - 201 new positions, 126 exits, 432 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
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.
Similar Funds
Funds with similar investing DNA
Explore More
Accumulation Streaks
Positions with 2+ consecutive quarters of increases - persistent directional conviction.
Continue exploring
Data sourced from SEC EDGAR 13F filings. Not financial advice. Full disclaimer
Verify source filings on SEC EDGAR