MACKENZIE FINANCIAL CORP

Q4 2024 13F-HR Holdings

Location
Toronto Ontario, A6
Holdings as of
12/31/2024
Date filed
2/14/2025
Form type
13F-HR
Num holdings
1,636
Total value ($000)
$69,656,893
Net value change ($000)
-2,205,336 (-3.1%)
New positions
231
Sold out positions
170
Turnover %
2.1%
Sector allocation + QoQ delta (equities-only)
Prev filing: 11/13/2024 Next filing: 5/7/2025 SEC filing

Snapshot: Change Analysis

Compared to Q3 2024
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
AAPL 513,005 29.0%
AMZN 481,047 52.4%
NVDA 291,622 30.0%
MSCI 231,493 3769.6%
SHOP 224,755 37.9%
APH 213,828 123.2%
AVGO 205,127 47.3%
MSFT 197,548 8.9%
LRCX 169,007 NEW
DSGX 167,943 76.0%
Top Reduces (Value $000, Stocks/ETFs)
BDX -284,582 -76.1%
RY -261,482 -8.5%
TT -260,290 -56.5%
SPGI -187,355 -24.9%
LRCX -185,527 -100.0%
LIN -182,793 -29.7%
IT -179,441 -43.0%
TU -176,387 -26.2%
AON -176,254 -31.6%
ROP -170,075 -26.7%
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type