Mackenzie Financial Corp.
Mackenzie Financial Corporation, also known as Mackenzie Investments, is one of Canada's leading investment management firms. Headquartered in Toronto, Ontario, it was founded in 1967 and is a subsidiary of IGM Financial. The company employs approximately 1,350 people and provides a range of investment management services, including mutual funds, ETFs, and institutional solutions. Mackenzie serves over a million clients with the support of more than 175 investment advisors, operating across Canada, the USA, Ireland, the UK, and China.
Investment Strategy
Mackenzie Investments manages a diverse suite of investment products through 16 specialized investment boutiques, each with its own unique approach. The firm emphasizes both active and passive strategies, offering global and domestic equity, fixed income, balanced funds, and alternatives. With a mission to help Canadians grow and manage their wealth, Mackenzie focuses on partnership with financial advisors, research-driven decision-making, and delivering long-term value for individual and institutional investors. The company is deeply committed to innovation, responsible investing, and client-centric solutions.
Top Holdings
Equity Positions (1,670)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
R RY | ROYAL BK CDA | 3.82% | $2.95B | 22,385,915 | $83.01 | $131.55 | +$339.1M |
M MSFT | MICROSOFT CORP | 3.65% | $2.82B | 5,661,415 | $198.72 | $497.41 | +$779.8M |
T TD | TORONTO DOMINION BK ONT | 2.65% | $2.05B | 27,831,745 | $57.65 | $73.45 | +$295.6M |
S SPY | SPDR S&P 500 ETF TR | 2.57% | $1.99B | 3,212,981 | $354.61 | $617.85 | +$192.5M |
A AAPL | APPLE INC | 2.31% | $1.78B | 8,690,470 | $134.15 | $205.17 | -$158.0M |
Options Positions (10)
| Ticker | Security | Action | Type | Notional Value | Contracts | Underlying Price | Premium Paid | Change (Contracts) | Change (Value) |
|---|---|---|---|---|---|---|---|---|---|
H HYG | ISHARES TR | Bought | Put | $75.2K | 12,454 | $80.65 | $79.62 | +5,178 | -$26.1K |
C COP | CONOCOPHILLIPS | New | Put | $25.4K | 107 | $89.74 | $89.74 | +107 | +$25.4K |
B BMY | BRISTOL-MYERS SQUIBB CO | New | Put | $15.6K | 216 | $46.29 | $46.29 | +216 | +$15.6K |
S SBUX | STARBUCKS CORP | New | Put | $14.8K | 109 | $91.63 | $91.63 | +109 | +$14.8K |
B BBY | BEST BUY INC | New | Put | $7.8K | 152 | $67.13 | $67.13 | +152 | +$7.8K |