MACKENZIE FINANCIAL CORP
Institutional investor · Portfolio as of Q4 2023
Top Holdings1,492 positions
ROYAL BK CDA | 26.9M | $2.7B | 4.1% | $64.28 | +45.67% | 21 qtrssince 2018-Q4 | Increased 62 |
MICROSOFT CORP | 5.4M | $2B | 3.1% | $166.20 | +121.53% | 21 qtrssince 2018-Q4 | Increased 64 |
TORONTO DOMINION BK ONT | 27.8M | $1.8B | 2.7% | $43.22 | +34.21% | 21 qtrssince 2018-Q4 | Decreased 0 |
STATE STR SPDR S&P 500 ETF T | 3.2M | $1.5B | 2.3% | $298.53 | +54.17% | 21 qtrssince 2018-Q4 | Decreased 0 |
BANK OF MONTREAL | 14.5M | $1.4B | 2.2% | $69.45 | +29.26% | 21 qtrssince 2018-Q4 | Increased 58 |
CANADIAN NATL RY CO | 9.9M | $1.3B | 1.9% | $94.04 | +26.23% | 21 qtrssince 2018-Q4 | Decreased 0 |
CANADIAN PACIFIC KANSAS CITY | 14.2M | $1.1B | 1.7% | $78.84 | -1.66% | 3 qtrssince 2023-Q2 | Increased 53 |
APPLE INC | 5.8M | $1.1B | 1.7% | $78.48 | +142.38% | 21 qtrssince 2018-Q4 | Increased 51 |
CANADIAN NAT RES LTD MED TER | 15.7M | $1B | 1.6% | $12.22 | +142.19% | 21 qtrssince 2018-Q4 | Decreased 0 |
TELUS CORPORATION | 56.9M | $1B | 1.5% | $14.96 | +0.69% | 21 qtrssince 2018-Q4 | Decreased 0 |
ALPHABET INC | 6.3M | $877.2M | 1.3% | $80.98 | +70.86% | 21 qtrssince 2018-Q4 | Increased 52 |
ENBRIDGE INC | 22M | $793.1M | 1.2% | $23.97 | +28.83% | 21 qtrssince 2018-Q4 | Decreased 0 |
STANTEC INC | 9.7M | $779.4M | 1.2% | $33.36 | +136.14% | 21 qtrssince 2018-Q4 | Decreased 0 |
BROOKFIELD CORP | 19.2M | $771.1M | 1.2% | $20.46 | +28.38% | 5 qtrssince 2022-Q4 | Decreased 0 |
ACCENTURE PLC IRELAND | 2.1M | $753.1M | 1.1% | $266.86 | +24.02% | 4 qtrssince 2023-Q1 | Decreased 0 |
NUTRIEN LTD | 13.3M | $751.4M | 1.1% | $50.73 | +1.65% | 21 qtrssince 2018-Q4 | Increased 51 |
SUN LIFE FINANCIAL INC. | 14.1M | $730.9M | 1.1% | $36.24 | +30.45% | 21 qtrssince 2018-Q4 | Decreased 0 |
CAE INC | 33.3M | $719.4M | 1.1% | $25.39 | -14.95% | 21 qtrssince 2018-Q4 | Increased 53 |
AON PLC | 2.3M | $678.4M | 1.0% | $306.49 | -6.65% | 4 qtrssince 2023-Q1 | Increased 54 |
THOMSON REUTERS CORP. | 4.6M | $672.7M | 1.0% | $123.89 | +10.63% | 3 qtrssince 2023-Q2 | Decreased 0 |
MACKENZIE FINANCIAL CORP manages $66.3B across 1492 positions as of Q4 2023. Top holdings: RY (4.1%), MSFT (3.1%), TD (2.7%). Fund DNA: Balanced Allocator. HoldingsIntel Score: 3/5.0.
Active quarter - 162 new positions, 135 exits, 524 increased. Top move: MSFT (INCREASED, conviction 64). Portfolio: $66.3B across 1492 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.
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Data sourced from SEC EDGAR 13F filings. Not financial advice. Full disclaimer
Verify source filings on SEC EDGAR