MACKENZIE FINANCIAL CORP
Institutional investor · Portfolio as of Q4 2020
Top Holdings1,034 positions
Stock | Shares | Value | Weight | Avg Buy | Est. P&L | Held | Conviction |
|---|---|---|---|---|---|---|---|
ROYAL BANK OF CANADA | 17.9M | $1.5B | 3.2% | $53.26 | +27.01% | 9 qtrssince 2018-Q4 | Increased 61 |
TORONTO-DOMINION BANK | 23.1M | $1.3B | 2.8% | $37.35 | +22.35% | 9 qtrssince 2018-Q4 | Increased 59 |
MICROSOFT CORP | 5.3M | $1.2B | 2.5% | $112.57 | +88.95% | 9 qtrssince 2018-Q4 | Decreased 0 |
| 2.5M | $857.9M | 1.9% | — | — | 9 qtrssince 2018-Q4 | Increased 58 | |
STATE STREET SPDR S&P 500 ETF TRUST CL USD INC | 2.2M | $832.2M | 1.8% | $228.70 | +51.84% | 9 qtrssince 2018-Q4 | Increased 51 |
BANK OF NOVA SCOTIA | 15.4M | $827.3M | 1.8% | $34.15 | +20.39% | 9 qtrssince 2018-Q4 | Decreased 0 |
APPLE INC | 5.7M | $754.9M | 1.6% | $96.66 | +33.27% | 9 qtrssince 2018-Q4 | Decreased 0 |
VISA INC-CLASS A SHARES | 3.2M | $703M | 1.5% | $171.03 | +22.60% | 9 qtrssince 2018-Q4 | Increased 56 |
| 17M | $699.5M | 1.5% | — | — | 9 qtrssince 2018-Q4 | Decreased 0 | |
CANADIAN NATL RAILWAY CO | 6M | $661M | 1.4% | $66.12 | +49.31% | 9 qtrssince 2018-Q4 | Decreased 0 |
PROCTER & GAMBLE CO/THE | 4.7M | $648.7M | 1.4% | $86.75 | +38.44% | 9 qtrssince 2018-Q4 | Decreased 0 |
EQUIFAX INC | 3.1M | $589.1M | 1.3% | $126.81 | +45.45% | 9 qtrssince 2018-Q4 | Increased 55 |
MANULIFE FINANCIAL CORP | 31.3M | $555.5M | 1.2% | $10.22 | +38.14% | 9 qtrssince 2018-Q4 | Decreased 0 |
AMAZON.COM INC | 168,553 | $549M | 1.2% | $93.69 | +75.36% | 9 qtrssince 2018-Q4 | Decreased 0 |
JOHNSON & JOHNSON | 3.4M | $533M | 1.2% | $107.10 | +26.41% | 9 qtrssince 2018-Q4 | Decreased 0 |
SPDR GOLD TRUST | 2.9M | $521.1M | 1.1% | $147.04 | +20.85% | 9 qtrssince 2018-Q4 | Decreased 0 |
ACCENTURE PLC-CL A | 1.9M | $508.8M | 1.1% | $142.60 | +68.10% | 9 qtrssince 2018-Q4 | Decreased 0 |
KEYSIGHT TECHNOLOGIES IN | 3.7M | $494.8M | 1.1% | $94.56 | +38.80% | 5 qtrssince 2019-Q4 | Decreased 0 |
JPMORGAN CHASE & CO | 3.9M | $490.4M | 1.1% | $82.82 | +32.35% | 9 qtrssince 2018-Q4 | Increased 54 |
AON PLC | 2.2M | $473.8M | 1.0% | $185.92 | +9.18% | 3 qtrssince 2020-Q2 | Increased 49 |
MACKENZIE FINANCIAL CORP manages $46.3B across 1034 positions as of Q4 2020. Top holdings: RY (3.2%), TD (2.8%), MSFT (2.5%). Fund DNA: Steady Compounder. HoldingsIntel Rating: 2/5.0.
Active quarter - 141 new positions, 90 exits, 505 increased. Top move: RY (INCREASED, conviction 61). Portfolio: $46.3B across 1034 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
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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