MACKENZIE FINANCIAL CORP
Institutional investor · Portfolio as of Q4 2021
Top Holdings1,427 positions
Stock | Shares | Value | Weight | Avg Buy | Est. P&L | Held | Conviction |
|---|---|---|---|---|---|---|---|
ROYAL BANK OF CANADA | 28.8M | $3.1B | 4.1% | $62.68 | +44.72% | 13 qtrssince 2018-Q4 | Decreased 0 |
TORONTO-DOMINION BANK | 33.5M | $2.6B | 3.5% | $43.76 | +46.76% | 13 qtrssince 2018-Q4 | Decreased 0 |
MICROSOFT CORP | 6.6M | $2.2B | 3.0% | $143.64 | +128.57% | 13 qtrssince 2018-Q4 | Decreased 0 |
BANK OF NOVA SCOTIA | 20M | $1.4B | 1.9% | $39.39 | +45.62% | 13 qtrssince 2018-Q4 | Decreased 0 |
| 19.3M | $1.4B | 1.9% | — | — | 13 qtrssince 2018-Q4 | Increased 53 | |
| 22.7M | $1.4B | 1.8% | — | — | 13 qtrssince 2018-Q4 | Decreased 0 | |
STATE STREET SPDR S&P 500 ETF TRUST CL USD INC | 2.6M | $1.3B | 1.7% | $257.43 | +74.97% | 13 qtrssince 2018-Q4 | Increased 51 |
ALPHABET INC-CL A | 387,598 | $1.1B | 1.5% | $76.14 | +90.56% | 13 qtrssince 2018-Q4 | Decreased 0 |
BANK OF MONTREAL | 9.7M | $1B | 1.4% | $60.54 | +47.67% | 13 qtrssince 2018-Q4 | Decreased 0 |
APPLE INC | 5.7M | $1B | 1.4% | $99.65 | +74.06% | 13 qtrssince 2018-Q4 | Decreased 0 |
CANADIAN NATL RAILWAY CO | 8.1M | $997M | 1.3% | $83.53 | +34.38% | 13 qtrssince 2018-Q4 | Decreased 0 |
ACCENTURE PLC-CL A | 2.1M | $858M | 1.2% | $168.82 | +130.98% | 13 qtrssince 2018-Q4 | Decreased 0 |
SUN LIFE FINANCIAL INC | 15.4M | $857.3M | 1.2% | $35.95 | +31.66% | 13 qtrssince 2018-Q4 | Decreased 0 |
DANAHER CORP | 2.4M | $782M | 1.1% | $128.92 | +121.65% | 13 qtrssince 2018-Q4 | Increased 54 |
KEYSIGHT TECHNOLOGIES IN | 3.8M | $780.1M | 1.1% | $105.71 | +95.63% | 9 qtrssince 2019-Q4 | Decreased 0 |
TC ENERGY CORP | 16.5M | $769.1M | 1.0% | $35.88 | +5.20% | 11 qtrssince 2019-Q2 | Increased 51 |
TELUS CORPORATION | 32.5M | $765.9M | 1.0% | $13.73 | +38.50% | 13 qtrssince 2018-Q4 | Increased 50 |
AMAZON.COM INC | 229,369 | $764.8M | 1.0% | $114.51 | +47.27% | 13 qtrssince 2018-Q4 | Increased 51 |
EQUIFAX INC | 2.6M | $760.8M | 1.0% | $138.78 | +104.04% | 13 qtrssince 2018-Q4 | Increased 53 |
CANADIAN NATURAL RESOURCES | 17.2M | $726.5M | 1.0% | $10.57 | +61.50% | 13 qtrssince 2018-Q4 | Decreased 0 |
MACKENZIE FINANCIAL CORP manages $74.2B across 1427 positions as of Q4 2021. Top holdings: RY (4.1%), TD (3.5%), MSFT (3.0%). Fund DNA: Steady Compounder. HoldingsIntel Rating: 2/5.0.
Active quarter - 118 new positions, 121 exits, 559 increased. Top move: DHR (INCREASED, conviction 54). Portfolio: $74.2B across 1427 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