MACKENZIE FINANCIAL CORP

Q1 2025 13F-HR Holdings

Location
Toronto Ontario, A6
Holdings as of
3/31/2025
Date filed
5/7/2025
Form type
13F-HR
Num holdings
1,666
Total value ($000)
$70,329,681
Net value change ($000)
+672,788 (1.0%)
New positions
187
Sold out positions
163
Turnover %
1.0%
Sector allocation + QoQ delta (equities-only)
Prev filing: 2/14/2025 Next filing: 8/13/2025 SEC filing

Snapshot: Change Analysis

Compared to Q4 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)
ZTS 293,838 4423.3%
ADP 285,521 143.5%
AEM 254,666 37.5%
TD 241,733 16.0%
GILD 228,712 444.7%
ROP 215,444 46.1%
WCN 179,456 25.2%
PM 169,728 42.5%
IBM 161,353 166.6%
MDT 157,757 267.4%
Top Reduces (Value $000, Stocks/ETFs)
NVDA -391,662 -31.0%
MSFT -385,666 -15.9%
AMZN -348,892 -24.9%
AAPL -341,452 -15.0%
AVGO -258,758 -40.5%
CDNS -245,184 -62.9%
GOOGL -218,444 -19.9%
RY -196,969 -7.0%
ACN -165,326 -31.1%
ORCL -161,720 -37.2%
Instrument mix + QoQ Δ (ex-options)
Derivatives reported exposure ($000): 210 (0.0% of total reported value)
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