MACKENZIE FINANCIAL CORP
Institutional investor · Portfolio as of Q4 2022
Top Holdings1,424 positions
Stock | Shares | Value | Weight | Avg Buy | Est. P&L | Held | Conviction |
|---|---|---|---|---|---|---|---|
ROYAL BANK OF CANADA | 27.1M | $2.5B | 4.2% | $62.70 | +33.10% | 17 qtrssince 2018-Q4 | Decreased 0 |
TORONTO-DOMINION BANK | 28.8M | $1.9B | 3.1% | $43.76 | +29.50% | 17 qtrssince 2018-Q4 | Decreased 0 |
STATE STREET SPDR S&P 500 ETF TRUST CL USD INC | 3.7M | $1.4B | 2.4% | $301.10 | +22.09% | 17 qtrssince 2018-Q4 | Decreased 0 |
CANADIAN NATL RAILWAY CO | 11.7M | $1.4B | 2.3% | $94.54 | +17.05% | 17 qtrssince 2018-Q4 | Decreased 0 |
MICROSOFT CORP | 5.3M | $1.3B | 2.1% | $143.86 | +62.81% | 17 qtrssince 2018-Q4 | Decreased 0 |
TELUS CORPORATION | 59.6M | $1.1B | 1.9% | $15.82 | +3.78% | 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 | 15.8M | $874M | 1.5% | $11.20 | +119.89% | 17 qtrssince 2018-Q4 | Decreased 0 |
NUTRIEN LTD | 11.2M | $816.6M | 1.4% | $50.91 | +29.98% | 17 qtrssince 2018-Q4 | Increased 53 |
BANK OF NOVA SCOTIA | 16.6M | $809.9M | 1.4% | $39.46 | +4.53% | 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% | $37.01 | +12.49% | 17 qtrssince 2018-Q4 | Decreased 0 |
BROOKFIELD CORP /CAD/ | 23.6M | $739.8M | 1.2% | $20.53 | 0.00% | 1 qtr | New 72 |
ISHR IBX USD HIYLD CB ETF-UI | 9.6M | $710.2M | 1.2% | — | — | — | New — |
DANAHER CORP | 2.7M | $709.3M | 1.2% | $148.64 | +55.94% | 17 qtrssince 2018-Q4 | Increased 51 |
BECTON DICKINSON AND CO | 2.7M | $692.7M | 1.2% | $174.85 | +8.42% | 17 qtrssince 2018-Q4 | Increased 51 |
TC ENERGY 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% | — | — | — | — |
ALPHABET INC-CL A | 7.4M | $652.9M | 1.1% | $95.49 | -8.30% | 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: Steady Compounder. HoldingsIntel Rating: 2/5.0.
Active quarter - 206 new positions, 207 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
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