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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
LEA icon
626
Lear
LEA
$6.54B
$5.4M 0.01%
46,510
-65,426
-58% -$6.99M
COIN icon
627
Coinbase
COIN
$38.6B
$5.39M 0.01%
23,326
+903
+4% +$269K
WRB icon
628
W.R. Berkley
WRB
$26.9B
$5.38M 0.01%
76,117
+17,634
+30% +$1.3M
ASH icon
629
Ashland
ASH
$3.33B
$5.37M 0.01%
90,990
+26,840
+42% +$1.42M
ASR icon
630
Grupo Aeroportuario del Sureste
ASR
$8.27B
$5.31M 0.01%
16,429
+3,742
+29% +$1.16M
NIO icon
631
NIO
NIO
$12.2B
$5.28M 0.01%
962,721
+551,957
+134% +$3.41M
TSN icon
632
Tyson Foods
TSN
$20.4B
$5.25M 0.01%
88,827
-158,118
-64% -$8.68M
CRDO icon
633
Credo Technology Group
CRDO
$38.6B
$5.22M 0.01%
36,058
-5,317
-13% -$818K
ARGX icon
634
argenx
ARGX
$53.4B
$5.21M 0.01%
6,230
+2,095
+51% +$1.79M
ATO icon
635
Atmos Energy
ATO
$28.8B
$5.2M 0.01%
30,907
+13,161
+74% +$2.28M
PSA icon
636
Public Storage
PSA
$60.5B
$5.2M 0.01%
19,952
+1,765
+10% +$494K
TSCO icon
637
Tractor Supply
TSCO
$16.1B
$5.12M 0.01%
101,931
-43,873
-30% -$2.36M
KD icon
638
Kyndryl
KD
$2.99B
$5.11M 0.01%
192,724
-172,203
-47% -$4.67M
ZM icon
639
Zoom
ZM
$28.2B
$5.11M 0.01%
59,329
-4,268
-7% -$359K
MTB icon
640
M&T Bank
MTB
$35.7B
$5.07M 0.01%
24,972
-3,968
-14% -$758K
NXE icon
641
NexGen Energy
NXE
$6.06B
$5.04M 0.01%
554,087
+258,415
+87% +$2.28M
PFG icon
642
Principal Financial Group
PFG
$24.3B
$5.03M 0.01%
56,731
+17,622
+45% +$1.49M
DTE icon
643
DTE Energy
DTE
$29.5B
$4.94M 0.01%
38,135
+2,557
+7% +$347K
ALNY icon
644
Alnylam Pharmaceuticals
ALNY
$27.5B
$4.91M 0.01%
12,395
+2,622
+27% +$1.16M
XP icon
645
XP
XP
$8.81B
$4.9M 0.01%
297,059
-322,190
-52% -$5.67M
LH icon
646
Labcorp
LH
$25B
$4.88M 0.01%
19,306
+4,987
+35% +$1.32M
MICC
647
The Magnum Ice Cream Company N.V.
MICC
$11.4B
$4.87M 0.01%
+308,878
New +$4.84M
BIDU icon
648
Baidu
BIDU
$37.7B
$4.85M 0.01%
36,681
-3,475
-9% -$431K
TAL icon
649
TAL Education Group
TAL
$6.93B
$4.83M 0.01%
439,824
-334,407
-43% -$3.8M
WEC icon
650
WEC Energy
WEC
$35.7B
$4.73M 0.01%
44,700
+3,064
+7% +$339K
24 25
26
27 28

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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.