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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
MTG icon
751
MGIC Investment
MTG
$6.16B
$2.99M ﹤0.01%
101,299
+35,331
+54% +$992K
JXN icon
752
Jackson Financial
JXN
$8.53B
$2.97M ﹤0.01%
27,700
+349
+1% +$34.7K
AROC icon
753
Archrock
AROC
$6.27B
$2.97M ﹤0.01%
113,496
+28,000
+33% +$696K
BFH icon
754
Bread Financial
BFH
$4.37B
$2.97M ﹤0.01%
39,931
-1,096
-3% -$72K
ERO icon
755
Ero Copper
ERO
$2.81B
$2.97M ﹤0.01%
103,787
+44,012
+74% +$1.02M
IBKR icon
756
Interactive Brokers
IBKR
$39.2B
$2.96M ﹤0.01%
45,589
+3,117
+7% +$209K
VNET
757
VNET Group
VNET
$2.04B
$2.93M ﹤0.01%
346,322
– –
GTX icon
758
Garrett Motion
GTX
$5.81B
$2.87M ﹤0.01%
163,754
-18,924
-10% -$301K
SA
759
Seabridge Gold
SA
$2.78B
$2.87M ﹤0.01%
94,961
+40,262
+74% +$1.06M
DECK icon
760
Deckers Outdoor
DECK
$13.2B
$2.85M ﹤0.01%
27,166
+8,182
+43% +$767K
FLEX icon
761
Flex
FLEX
$41.7B
$2.77M ﹤0.01%
+45,040
New +$2.78M
MLKN icon
762
MillerKnoll
MLKN
$1.53B
$2.76M ﹤0.01%
149,925
+104,510
+230% +$1.7M
FLUT icon
763
Flutter Entertainment
FLUT
$18.1B
$2.74M ﹤0.01%
12,620
+919
+8% +$207K
HL icon
764
Hecla Mining
HL
$9.47B
$2.74M ﹤0.01%
140,708
+103,707
+280% +$1.58M
IRM icon
765
Iron Mountain
IRM
$36.4B
$2.72M ﹤0.01%
32,751
+1,953
+6% +$183K
TTD icon
766
Trade Desk
TTD
$8.48B
$2.72M ﹤0.01%
71,437
+8,510
+14% +$377K
DAR icon
767
Darling Ingredients
DAR
$9.64B
$2.72M ﹤0.01%
74,482
-163,609
-69% -$5.54M
DRI icon
768
Darden Restaurants
DRI
$23.3B
$2.69M ﹤0.01%
14,575
+1,304
+10% +$238K
TRMB icon
769
Trimble
TRMB
$13.2B
$2.68M ﹤0.01%
33,814
+6,191
+22% +$493K
ALKS icon
770
Alkermes
ALKS
$8.22B
$2.65M ﹤0.01%
95,447
-346,903
-78% -$10.4M
AWK icon
771
American Water Works
AWK
$26.7B
$2.64M ﹤0.01%
20,150
+3,037
+18% +$406K
WRN
772
Western Copper and Gold
WRN
$460M
$2.63M ﹤0.01%
961,393
-8,691
-0.9% -$20.1K
MYRG icon
773
MYR Group
MYRG
$5.19B
$2.63M ﹤0.01%
12,010
-397
-3% -$86.4K
RVTY icon
774
Revvity
RVTY
$12.6B
$2.62M ﹤0.01%
26,963
+18,008
+201% +$1.73M
LDOS icon
775
Leidos
LDOS
$14.5B
$2.62M ﹤0.01%
14,313
+799
+6% +$151K
29 30
31
32 33

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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.