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Compare Managers

Two portfolios, one map — the overlap, the shared conviction, and what each holds that the other does not.

Mackenzie Financial Corp ⇄ Bank Of Montreal /Can/

60Shared positions
35.9%Name overlap (Jaccard)
15+Only Mackenzie…
15+Only Bank Of…

Shared holdings · Q2 2026

SecurityMackenzie Financial… weightBank Of Montreal… weight
RY Royal Bank of Canada 5.5% 4.6%
TD The Toronto-Dominion Bank 3.9% 2.8%
NVDA NVIDIA Corporation 2.9% 3.7%
AAPL Apple Inc. 2.6% 2.8%
GOOGL Alphabet Inc. 2.1% 2.5%
SPY State Street SPDR S&P 500… 2.6% 1.8%
MSFT Microsoft Corporation 2.0% 2.0%
BMO Bank of Montreal 2.1% 1.8%
CM Canadian Imperial Bank of… 1.8% 1.8%
AMZN Amazon.com, Inc. 1.5% 2.0%
ENB Enbridge Inc. 1.6% 1.2%
CP Canadian Pacific Kansas… 2.1% 0.6%
BNS The Bank of Nova Scotia 1.1% 1.7%
AVGO Broadcom Inc. 1.0% 1.6%
AEM Agnico Eagle Mines Limited 2.0% 0.7%
MFC Manulife Financial… 1.7% 0.8%
CNQ Canadian Natural… 1.5% 0.9%
BN Brookfield Corporation 1.5% 0.9%
CNI Canadian National Railway… 1.5% 0.6%
TRP TC Energy Corporation 1.1% 0.9%
META Meta Platforms, Inc. 0.9% 1.1%
SU Suncor Energy Inc. 1.1% 0.8%
GOOG Alphabet Inc. 0.3% 1.4%
MU Micron Technology, Inc. 0.7% 0.9%
B Barrick Mining Corporation 1.0% 0.5%
JNJ Johnson & Johnson 1.0% 0.4%
LLY Eli Lilly and Company 0.7% 0.8%
AMD Advanced Micro Devices… 0.4% 1.1%
JPM JPMorgan Chase & Co. 0.7% 0.7%
TSLA Tesla, Inc. 0.3% 1.1%
V Visa Inc. 0.6% 0.6%
WPM Wheaton Precious Metals… 0.7% 0.4%
LRCX Lam Research Corporation 0.7% 0.4%
SLF Sun Life Financial Inc. 0.7% 0.4%
CVE Cenovus Energy Inc. 0.7% 0.3%
NFLX Netflix, Inc. 0.1% 0.8%
FTS Fortis Inc. 0.4% 0.5%
FNV Franco-Nevada Corporation 0.5% 0.4%
PBA Pembina Pipeline… 0.5% 0.4%
AMAT Applied Materials, Inc. 0.5% 0.3%
IVV iShares Core S&P 500 ETF 0.2% 0.6%
TECK Teck Resources Limited 0.6% 0.2%
MA Mastercard Incorporated 0.4% 0.4%
CSCO Cisco Systems, Inc. 0.5% 0.3%
WMT Walmart Inc. 0.3% 0.5%
TLT iShares 20+ Year Treasury… 0.3% 0.5%
ABBV AbbVie Inc. 0.4% 0.3%
QQQ Invesco QQQ Trust, Series… 0.1% 0.6%
BRK-B Berkshire Hathaway Inc. 0.2% 0.5%
UNH UnitedHealth Group… 0.4% 0.3%
COST Costco Wholesale… 0.2% 0.5%
TU Telus Corp 0.4% 0.2%
BAM Brookfield Asset… 0.5% 0.2%
CAT Caterpillar Inc. 0.4% 0.3%
KO The Coca-Cola Company 0.5% 0.2%
BAC Bank of America… 0.2% 0.4%
PM Philip Morris… 0.5% 0.2%
LIN Linde plc 0.4% 0.2%
EMA Emera Incorporated 0.3% 0.4%
MS Morgan Stanley 0.2% 0.5%

Distinctively Mackenzie Financial…

GGB Gerdau S.A. 0.1%
LTM LATAM Airlines Group… 0.0%
JD JD.com, Inc. 0.0%
MBLY Mobileye Global Inc. 0.0%
VG Venture Global, Inc. 0.0%
HON Honeywell… 0.0%
PAGP Plains GP Holdings LP 0.0%
TGB Trekor Metals Limited 0.0%
HONA Honeywell Aerospace… 0.0%
AIP Arteris, Inc. 0.0%
STNE StoneCo Ltd. 0.0%
DK Delek US Holdings… 0.0%
EVER EverQuote, Inc. 0.0%
HG Hamilton Insurance… 0.0%
CSTL Castle Biosciences… 0.0%

Distinctively Bank Of Montreal /Can/

BUR Burford Capital… 1.8%
GDX VanEck Gold Miners ETF 0.7%
PAVE Global X - U.S.… 0.5%
GDXJ VanEck Junior Gold… 0.2%
IJH iShares Core S&P… 0.2%
SPYM State Street SPDR… 0.2%
DIA State Street SPDR Dow… 0.2%
IEF iShares 7-10 Year… 0.1%
VTI Vanguard Morningstar… 0.1%
SHY iShares 1-3 Year… 0.1%
MDY State Street SPDR S&P… 0.1%
HTRB Hartford Total Return… 0.1%
XLI State Street… 0.1%
BRK-A Berkshire Hathaway… 0.1%
VO Vanguard Morningstar… 0.1%
Provenance: Overlap computed live from both managers' parsed common-stock positions for Q2 2026. Reported longs only — hedges and non-13F assets are invisible. Methodology