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Mackenzie Financial Portfolio holdings
AUM
$83.3B
1-Year Est. Return
31.19%
This Fund
S&P 500
This Quarter
Est. Return
+11.13%
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
$77.2B
AUM Growth
+$6.86B
(+9.7%)
Cap. Flow
+$485M
Cap. Flow
% of AUM
0.63%
Top 10 Holdings %
Top 10 Hldgs %
23.5%
Holding
1,822
New
156
Increased
763
Reduced
547
Closed
123
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
MRSH
Marsh
MRSH
|
+$351M |
| 2 |
NVIDIA
NVDA
|
+$298M |
| 3 |
EMA
Emera Inc
EMA
|
+$231M |
| 4 |
Amazon
AMZN
|
+$177M |
| 5 |
FirstService
FSV
|
+$128M |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
Thermo Fisher Scientific
TMO
|
+$239M |
| 2 |
Aon
AON
|
+$236M |
| 3 |
Restaurant Brands International
QSR
|
+$199M |
| 4 |
Accenture
ACN
|
+$136M |
| 5 |
Oracle
ORCL
|
+$126M |
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Financials | 22.09% |
| 2 | Technology | 21.8% |
| 3 | Industrials | 11.13% |
| 4 | Healthcare | 8.33% |
| 5 | Energy | 7.09% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
901
WIX.com
WIX
$2.56B
| $1.47M | ﹤0.01% |
9,252
+1,645
| +22% | +$265K |
|
902
Ambarella
AMBA
$3.04B
| $1.46M | ﹤0.01% |
22,170
+14,574
| +192% | +$773K |
|
903
argenx
ARGX
$55.2B
| $1.46M | ﹤0.01% |
2,654
-1,946
| -42% | -$1.13M |
|
|
UDMY
904
DELISTED
Udemy
UDMY
| $1.46M | ﹤0.01% |
207,374
+54,480
| +36% | +$376K |
|
905
SunCoke Energy
SXC
$794M
| $1.46M | ﹤0.01% |
169,603
+85,282
| +101% | +$740K |
|
906
The RealReal
REAL
$1.41B
| $1.45M | ﹤0.01% |
303,484
+241,950
| +393% | +$1.33M |
|
907
Teladoc Health
TDOC
$1.66B
| $1.45M | ﹤0.01% |
165,917
+84,709
| +104% | +$614K |
|
908
Innovative Industrial Properties
IIPR
$1.77B
| $1.44M | ﹤0.01% |
+26,150
| New | +$1.43M |
|
909
Driven Brands
DRVN
$2.47B
| $1.44M | ﹤0.01% |
82,140
+6,946
| +9% | +$119K |
|
910
Skywest
SKYW
$4.35B
| $1.44M | ﹤0.01% |
13,992
-15,688
| -53% | -$1.49M |
|
|
PENG
911
Penguin Solutions Inc
PENG
$2.24B
| $1.44M | ﹤0.01% |
+72,579
| New | +$1.31M |
|
912
SoundThinking
SSTI
$108M
| $1.44M | ﹤0.01% |
109,999
+15,637
| +17% | +$244K |
|
913
Photronics
PLAB
$1.65B
| $1.44M | ﹤0.01% |
76,247
+8,875
| +13% | +$166K |
|
914
Lazard
LAZ
$3.96B
| $1.43M | ﹤0.01% |
29,826
+5,889
| +25% | +$246K |
|
915
JB Hunt Transport Services
JBHT
$25.9B
| $1.43M | ﹤0.01% |
9,957
+546
| +6% | +$75.5K |
|
916
W.P. Carey
WPC
$17B
| $1.42M | ﹤0.01% |
22,822
+2,035
| +10% | +$125K |
|
|
UNIT
917
Uniti Group
UNIT
$2.52B
| $1.42M | ﹤0.01% |
329,242
+22,430
| +7% | +$101K |
|
|
PRO
918
DELISTED
PROS Holdings
PRO
| $1.42M | ﹤0.01% |
90,746
+59,535
| +191% | +$1.01M |
|
919
DraftKings
DKNG
$12.2B
| $1.42M | ﹤0.01% |
33,079
-2,608
| -7% | -$93.5K |
|
920
Camden National
CAC
$988M
| $1.42M | ﹤0.01% |
34,920
+85
| +0.2% | +$3.33K |
|
921
Bausch Health
BHC
$1.75B
| $1.42M | ﹤0.01% |
212,293
+9,677
| +5% | +$49.7K |
|
922
Upwork
UPWK
$1.18B
| $1.4M | ﹤0.01% |
104,024
-2,772
| -3% | -$39.8K |
|
|
CRON
923
Cronos Group
CRON
$1.07B
| $1.4M | ﹤0.01% |
+728,257
| New | +$1.38M |
|
924
ePlus
PLUS
$2.43B
| $1.4M | ﹤0.01% |
+19,370
| New | +$1.27M |
|
925
QuinStreet
QNST
$927M
| $1.4M | ﹤0.01% |
86,683
+68,695
| +382% | +$1.1M |
|
Similar funds
Mackenzie Financial's Q2 2025 Portfolio in Review
As of Q2 2025, Mackenzie Financial held 1,822 positions worth $77.2B, up 9.7% from $70.3B the previous quarter. Its ten largest holdings account for 23% of the portfolio.
Mackenzie Financial's Q2 2025 filing shows 156 new, 763 increased, 547 reduced and 123 closed positions. Its largest new stake was Emera Inc: 5,154,300 shares worth $236M. The largest sale was Thermo Fisher Scientific, an estimated $239M.
By sector, the portfolio is most concentrated in Financials at 22% of assets, down from 22% a quarter earlier, followed by Technology and Industrials.
- Mackenzie Financial's largest Q2 2025 buy was Emera Inc: 5,154,300 shares worth $236M.
- Mackenzie Financial added most to Marsh in Q2 2025, an estimated $351M increase.
- Mackenzie Financial's biggest Q2 2025 reduction was Thermo Fisher Scientific, cutting an estimated $239M.
- Mackenzie Financial fully exited Dick's Sporting Goods in Q2 2025, selling an estimated $17.9M.
- Mackenzie Financial's ten largest holdings make up 23% of its $77.2B portfolio in Q2 2025.
- Mackenzie Financial opened 156 new positions and closed 123 in Q2 2025.
- Mackenzie Financial's portfolio value rose 9.7% quarter-over-quarter to $77.2B.
Based on Mackenzie Financial's 13F filing for Q2 2025, filed 13 Aug 2025.