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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
+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
(+2.3%)
Cap. Flow
-$1.02B
Cap. Flow
% of AUM
-1.21%
Top 10 Holdings %
Top 10 Hldgs %
26.68%
Holding
1,838
New
139
Increased
801
Reduced
650
Closed
172
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
Canadian Imperial Bank of Commerce
CM
|
+$379M |
| 2 |
BGSI
Boyd Group Services
BGSI
|
+$328M |
| 3 |
B
Barrick Mining
B
|
+$295M |
| 4 |
Eli Lilly
LLY
|
+$220M |
| 5 |
Johnson & Johnson
JNJ
|
+$159M |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
Scotiabank
BNS
|
+$342M |
| 2 |
MRSH
Marsh
MRSH
|
+$266M |
| 3 |
Automatic Data Processing
ADP
|
+$234M |
| 4 |
Microsoft
MSFT
|
+$202M |
| 5 |
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 | |
|---|---|---|---|---|---|---|
901
International Flavors & Fragrances
IFF
$20.5B
| $1.84M | ﹤0.01% |
27,108
+1,752
| +7% | +$113K |
|
902
Equitable Holdings
EQH
$13.2B
| $1.83M | ﹤0.01% |
38,049
-7,465
| -16% | -$354K |
|
903
Lightspeed Commerce
LSPD
$1.34B
| $1.82M | ﹤0.01% |
149,665
+24,090
| +19% | +$285K |
|
|
ECG
904
Everus Construction Group
ECG
$6.72B
| $1.82M | ﹤0.01% |
20,765
+4,285
| +26% | +$383K |
|
905
Aveanna Healthcare
AVAH
$2.11B
| $1.81M | ﹤0.01% |
216,200
+24,447
| +13% | +$221K |
|
906
Planet Fitness
PLNT
$4.47B
| $1.8M | ﹤0.01% |
16,535
-1,789
| -10% | -$184K |
|
907
A10 Networks
ATEN
$2.14B
| $1.79M | ﹤0.01% |
100,271
-2,405
| -2% | -$42.6K |
|
908
Synaptics
SYNA
$4.15B
| $1.79M | ﹤0.01% |
+23,844
| New | +$1.67M |
|
909
HNI Corp
HNI
$3.43B
| $1.77M | ﹤0.01% |
41,827
+11,395
| +37% | +$481K |
|
910
Methode Electronics
MEI
$502M
| $1.77M | ﹤0.01% |
265,157
+251,500
| +1,842% | +$1.78M |
|
911
Glaukos
GKOS
$10.1B
| $1.76M | ﹤0.01% |
15,404
+11,837
| +332% | +$1.13M |
|
912
Colony Bankcorp
CBAN
$465M
| $1.75M | ﹤0.01% |
97,858
+21,307
| +28% | +$361K |
|
913
Jacobs Solutions
J
$16.4B
| $1.74M | ﹤0.01% |
13,042
+733
| +6% | +$108K |
|
914
OGE Energy
OGE
$9.76B
| $1.74M | ﹤0.01% |
40,452
+1,194
| +3% | +$53.3K |
|
915
WIX.com
WIX
$2.42B
| $1.73M | ﹤0.01% |
16,773
+6,366
| +61% | +$770K |
|
916
Ally Financial
ALLY
$13.4B
| $1.72M | ﹤0.01% |
37,907
-6,577
| -15% | -$271K |
|
917
Best Buy
BBY
$17.8B
| $1.7M | ﹤0.01% |
25,152
+9,275
| +58% | +$708K |
|
918
CarGurus
CARG
$3.35B
| $1.7M | ﹤0.01% |
44,595
-244
| -0.5% | -$8.79K |
|
919
Invesco DB Commodity Index Tracking Fund
DBC
$1.66B
| $1.7M | ﹤0.01% |
75,130
-5,010
| -6% | -$114K |
|
920
Clear Secure
YOU
$5.6B
| $1.7M | ﹤0.01% |
48,132
-32,678
| -40% | -$1.11M |
|
921
Coherent
COHR
$56.9B
| $1.69M | ﹤0.01% |
+9,091
| New | +$1.36M |
|
922
Domo
DOMO
$180M
| $1.68M | ﹤0.01% |
197,417
+68,007
| +53% | +$800K |
|
923
Viasat
VSAT
$10.9B
| $1.68M | ﹤0.01% |
47,549
-311
| -0.6% | -$11K |
|
924
Lennox International
LII
$14.9B
| $1.64M | ﹤0.01% |
3,336
+216
| +7% | +$108K |
|
925
Avnet
AVT
$7.28B
| $1.64M | ﹤0.01% |
33,651
+6,656
| +25% | +$327K |
|
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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.