We are live on ! Find out more
Mackenzie Financial

Mackenzie Financial Portfolio holdings

AUM $83.3B
1-Year Est. Return 31.19%
This Fund
S&P 500
This Quarter Est. Return
+5.1%
1 Year Est. Return
+31.19%
3 Year Est. Return
+75.49%
5 Year Est. Return
+99.03%
10 Year Est. Return
+295.58%
AUM
$84.4B
AUM Growth
+$1.88B
Cap. Flow
-$1.02B
Cap. Flow %
-1.21%
Top 10 Hldgs %
26.68%
Holding
1,838
New
139
Increased
801
Reduced
650
Closed
172

Top Buys

Rank Stock Value
1
CM icon
Canadian Imperial Bank of Commerce
CM
+$379M
2
BGSI
Boyd Group Services
BGSI
+$328M
3
B
Barrick Mining
B
+$295M
4
LLY icon
Eli Lilly
LLY
+$220M
5
JNJ icon
Johnson & Johnson
JNJ
+$159M

Top Sells

Rank Stock Value
1
BNS icon
Scotiabank
BNS
+$342M
2
MRSH
Marsh
MRSH
+$266M
3
ADP icon
Automatic Data Processing
ADP
+$234M
4
MSFT icon
Microsoft
MSFT
+$202M
5
SLF icon
Sun Life Financial
SLF
+$173M

Sector Composition

Rank Sector Weight
1 Financials 21.65%
2 Technology 21.47%
3 Industrials 9.42%
4 Materials 9.04%
5 Healthcare 7.94%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
MTZ icon
451
MasTec
MTZ
$21.1B
$13.5M 0.02%
61,321
-64,084
-51% -$13.4M
UAL icon
452
United Airlines
UAL
$39.4B
$13.5M 0.02%
121,143
-143,549
-54% -$14.5M
KHC icon
453
Kraft Heinz
KHC
$30.7B
$13.5M 0.02%
551,751
-257,918
-32% -$6.42M
IWM icon
454
iShares Russell 2000 ETF
IWM
$79.8B
$13.2M 0.02%
53,327
-34,262
-39% -$8.42M
PINS icon
455
Pinterest
PINS
$13.4B
$13.1M 0.02%
505,326
+170,799
+51% +$4.92M
SOBO
456
South Bow Corp
SOBO
$7.74B
$13.1M 0.02%
463,475
+177,016
+62% +$4.81M
XYL icon
457
Xylem
XYL
$27.3B
$12.9M 0.02%
93,935
+51,575
+122% +$7.42M
GDDY icon
458
GoDaddy
GDDY
$11B
$12.9M 0.02%
102,384
+95
+0.1% +$12.3K
LEN icon
459
Lennar Class A
LEN
$19.8B
$12.8M 0.02%
123,032
-2,291
-2% -$277K
NUE icon
460
Nucor
NUE
$58.6B
$12.5M 0.01%
76,299
+51,724
+210% +$7.77M
BIIB icon
461
Biogen
BIIB
$30B
$12.5M 0.01%
71,075
+7,321
+11% +$1.2M
WTW icon
462
Willis Towers Watson
WTW
$31.2B
$12.5M 0.01%
37,576
+11,623
+45% +$3.8M
EG icon
463
Everest Group
EG
$14.5B
$12.5M 0.01%
36,702
-9,250
-20% -$3.05M
PNC icon
464
PNC Financial Services
PNC
$99.7B
$12.4M 0.01%
59,013
-110,954
-65% -$21.4M
WCC
465
WESCO International
WCC
$16.7B
$12.4M 0.01%
49,775
+11,919
+31% +$2.92M
SONY icon
466
Sony
SONY
$137B
$12.2M 0.01%
474,951
+2,282
+0.5% +$64.1K
NWSA icon
467
News Corp Class A
NWSA
$14.9B
$12.2M 0.01%
461,942
-9,158
-2% -$240K
CTAS icon
468
Cintas
CTAS
$81.9B
$12.1M 0.01%
63,782
+13,467
+27% +$2.54M
PEGA icon
469
Pegasystems
PEGA
$5.02B
$12.1M 0.01%
197,542
+23,153
+13% +$1.36M
EA icon
470
Electronic Arts
EA
$53B
$12M 0.01%
58,968
+2,979
+5% +$601K
ORLA
471
DELISTED
Orla Mining
ORLA
$11.9M 0.01%
872,290
+701,836
+412% +$8.52M
LYFT icon
472
Lyft
LYFT
$6.02B
$11.9M 0.01%
614,999
+419,808
+215% +$8.73M
XEL icon
473
Xcel Energy
XEL
$48.8B
$11.8M 0.01%
158,823
-19,669
-11% -$1.55M
NU icon
474
Nu Holdings
NU
$69.2B
$11.7M 0.01%
697,323
-10,475
-1% -$168K
VRT icon
475
Vertiv
VRT
$93B
$11.7M 0.01%
71,037
+11,515
+19% +$2M
17 18
19
20 21

Similar funds

Sanders Capital
Sanders Capital West Palm Beach, Florida $83.9B AUM 37.89% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
Squarepoint
Squarepoint New York $85.1B AUM 20.93% 1-Year Est. Return
Prudential Financial
Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return
BNP Paribas Asset Management
BNP Paribas Asset Management Paris, France $86.1B AUM 29.11% 1-Year Est. Return
Point72 Asset Management
Point72 Asset Management Stamford, Connecticut $78.1B AUM 55.25% 1-Year Est. Return
Balyasny Asset Management
Balyasny Asset Management Chicago, Illinois $77.1B AUM 42.89% 1-Year Est. Return

Mackenzie Financial's Q4 2025 Portfolio in Review

As of Q4 2025, Mackenzie Financial held 1,838 positions worth $84.4B, up 2.3% from $82.6B the previous quarter. Its ten largest holdings account for 27% of the portfolio.

Mackenzie Financial's Q4 2025 filing shows 139 new, 801 increased, 650 reduced and 172 closed positions. Its largest new stake was Boyd Group Services: 2,050,220 shares worth $328M. The largest sale was Scotiabank, an estimated $342M.

By sector, the portfolio is most concentrated in Financials at 22% of assets, up from 21% a quarter earlier, followed by Technology and Industrials.

  • Mackenzie Financial's largest Q4 2025 buy was Boyd Group Services: 2,050,220 shares worth $328M.
  • Mackenzie Financial added most to Canadian Imperial Bank of Commerce in Q4 2025, an estimated $379M increase.
  • Mackenzie Financial's biggest Q4 2025 reduction was Scotiabank, cutting an estimated $342M.
  • Mackenzie Financial fully exited Novo Nordisk in Q4 2025, selling an estimated $16.1M.
  • Mackenzie Financial's ten largest holdings make up 27% of its $84.4B portfolio in Q4 2025.
  • Mackenzie Financial opened 139 new positions and closed 172 in Q4 2025.
  • Mackenzie Financial's portfolio value rose 2.3% quarter-over-quarter to $84.4B.

Based on Mackenzie Financial's 13F filing for Q4 2025, filed 18 Feb 2026.