MACKENZIE FINANCIAL CORP
Institutional investor · Portfolio as of Q4 2022
Top Holdings1,424 positions
Royal Bank of Canada | 27.1M | $2.5B | 4.2% | $62.70 | +33.10% | 17 qtrssince 2018-Q4 | Decreased 0 |
Toronto-Dominion Bank/The | 28.8M | $1.9B | 3.1% | $42.84 | +29.48% | 17 qtrssince 2018-Q4 | Decreased 0 |
SPDR S&P 500 ETF Trust | 3.7M | $1.4B | 2.4% | $297.63 | +22.56% | 17 qtrssince 2018-Q4 | Decreased 0 |
Canadian National Railway Co | 11.7M | $1.4B | 2.3% | $94.04 | +17.05% | 17 qtrssince 2018-Q4 | Decreased 0 |
Microsoft Corp | 5.3M | $1.3B | 2.1% | $144.98 | +60.54% | 17 qtrssince 2018-Q4 | Decreased 0 |
TELUS Corp | 59.6M | $1.1B | 1.9% | $14.86 | +3.81% | 17 qtrssince 2018-Q4 | Increased 55 |
Bank of Montreal | 12.7M | $1.1B | 1.9% | $67.25 | +16.46% | 17 qtrssince 2018-Q4 | Increased 52 |
| 14.2M | $1.1B | 1.8% | — | — | 17 qtrssince 2018-Q4 | Decreased 0 | |
Canadian Natural Resources Ltd | 15.8M | $874M | 1.5% | $10.94 | +118.77% | 17 qtrssince 2018-Q4 | Decreased 0 |
Nutrien Ltd | 11.2M | $816.6M | 1.4% | $49.92 | +29.42% | 17 qtrssince 2018-Q4 | Increased 53 |
Bank of Nova Scotia/The | 16.6M | $809.9M | 1.4% | $38.27 | +4.64% | 17 qtrssince 2018-Q4 | Increased 52 |
Enbridge Inc | 19.5M | $761.1M | 1.3% | $24.07 | +34.97% | 17 qtrssince 2018-Q4 | Increased 51 |
Sun Life Financial Inc | 16.3M | $753.1M | 1.3% | $36.02 | +12.30% | 17 qtrssince 2018-Q4 | Decreased 0 |
Brookfield Asset Management In | 23.6M | $739.8M | 1.2% | $20.43 | 0.00% | 1 qtr | New 72 |
iShares iBoxx $ High Yield Corporate Bond ETF | 9.6M | $710.2M | 1.2% | — | — | — | New — |
Danaher Corp | 2.7M | $709.3M | 1.2% | $147.46 | +56.25% | 17 qtrssince 2018-Q4 | Increased 51 |
Becton Dickinson and Co | 2.7M | $692.7M | 1.2% | $171.86 | +8.19% | 17 qtrssince 2018-Q4 | Increased 51 |
TransCanada Corp | 17.1M | $681.5M | 1.1% | $36.05 | -4.76% | 15 qtrssince 2019-Q2 | Increased 50 |
Thomson Reuters Corp | 5.9M | $672.7M | 1.1% | $81.42 | +29.50% | 17 qtrssince 2018-Q4 | Decreased 0 |
Alphabet Inc | 7.4M | $652.9M | 1.1% | $78.36 | +11.54% | 17 qtrssince 2018-Q4 | Increased 51 |
MACKENZIE FINANCIAL CORP manages $59.9B across 1424 positions as of Q4 2022. Top holdings: RY (4.2%), TD (3.1%), SPY (2.4%). Fund DNA: Balanced Allocator. HoldingsIntel Score: 3/5.0.
Active quarter - 207 new positions, 208 exits, 596 increased. Top move: BN (NEW, conviction 72). Portfolio: $59.9B across 1424 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
Verify source filings on SEC EDGAR