MACKENZIE FINANCIAL CORP
Institutional investor · Portfolio as of Q4 2023
Top Holdings1,492 positions
Stock | Shares | Value | Weight | Avg Buy | Est. P&L | Held | Conviction |
|---|---|---|---|---|---|---|---|
ROYAL BANK OF CANADA | 26.9M | $2.7B | 4.1% | $64.28 | +45.67% | 21 qtrssince 2018-Q4 | Increased 62 |
MICROSOFT CORP | 5.4M | $2B | 3.1% | $165.41 | +124.00% | 21 qtrssince 2018-Q4 | Increased 64 |
TORONTO-DOMINION BANK | 27.8M | $1.8B | 2.7% | $44.13 | +34.27% | 21 qtrssince 2018-Q4 | Decreased 0 |
STATE STREET SPDR S&P 500 ETF TRUST CL USD INC | 3.2M | $1.5B | 2.3% | $301.94 | +53.62% | 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 RAILWAY CO | 9.9M | $1.3B | 1.9% | $96.06 | +25.71% | 21 qtrssince 2018-Q4 | Decreased 0 |
CANADIAN PACIFIC RAILWAY LTD /CAD/ | 14.2M | $1.1B | 1.7% | $78.01 | +0.04% | 3 qtrssince 2023-Q2 | Increased 53 |
APPLE INC | 5.8M | $1.1B | 1.7% | $112.18 | +69.57% | 21 qtrssince 2018-Q4 | Increased 51 |
CANADIAN NATURAL RESOURCES | 15.7M | $1B | 1.6% | $12.51 | +143.57% | 21 qtrssince 2018-Q4 | Decreased 0 |
TELUS CORPORATION | 56.9M | $1B | 1.5% | $15.92 | +0.65% | 21 qtrssince 2018-Q4 | Decreased 0 |
ALPHABET INC-CL A | 6.3M | $877.2M | 1.3% | $97.38 | +42.36% | 21 qtrssince 2018-Q4 | Increased 52 |
ENBRIDGE INC | 22M | $793.1M | 1.2% | $24.97 | +28.66% | 21 qtrssince 2018-Q4 | Decreased 0 |
STANTEC INC | 9.7M | $779.4M | 1.2% | $33.42 | +137.38% | 21 qtrssince 2018-Q4 | Decreased 0 |
BROOKFIELD CORP /CAD/ | 19.2M | $771.1M | 1.2% | $20.54 | +28.60% | 5 qtrssince 2022-Q4 | Decreased 0 |
ACCENTURE PLC-CL A | 2.1M | $753.1M | 1.1% | $271.57 | +25.38% | 4 qtrssince 2023-Q1 | Decreased 0 |
NUTRIEN LTD | 13.3M | $751.4M | 1.1% | $51.75 | +2.06% | 21 qtrssince 2018-Q4 | Increased 51 |
SUN LIFE FINANCIAL INC | 14.1M | $730.9M | 1.1% | $37.22 | +30.69% | 21 qtrssince 2018-Q4 | Decreased 0 |
CAE INC | 33.3M | $719.4M | 1.1% | $25.08 | -13.90% | 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% | $88.66 | +59.21% | 21 qtrssince 2018-Q4 | 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: Steady Compounder. HoldingsIntel Rating: 2/5.0.
Active quarter - 161 new positions, 134 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.
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