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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 | |
|---|---|---|---|---|---|---|
926
SoundThinking
SSTI
$101M
| $1.64M | ﹤0.01% |
203,411
+67,981
| +50% | +$593K |
|
927
Embecta
EMBC
$218M
| $1.63M | ﹤0.01% |
135,085
+34,240
| +34% | +$452K |
|
928
Macy's
M
$6.86B
| $1.63M | ﹤0.01% |
+73,561
| New | +$1.51M |
|
929
Delek US
DK
$4.03B
| $1.62M | ﹤0.01% |
54,234
+46,822
| +632% | +$1.67M |
|
930
TKO Group
TKO
$13.9B
| $1.61M | ﹤0.01% |
7,526
+536
| +8% | +$104K |
|
931
PagerDuty
PD
$852M
| $1.6M | ﹤0.01% |
120,391
-46,984
| -28% | -$685K |
|
932
Post Holdings
POST
$4.11B
| $1.6M | ﹤0.01% |
16,100
-35,991
| -69% | -$3.73M |
|
933
Peloton Interactive
PTON
$2.8B
| $1.59M | ﹤0.01% |
256,486
+3,314
| +1% | +$23.3K |
|
|
GLDD
934
DELISTED
Great Lakes Dredge & Dock
GLDD
| $1.59M | ﹤0.01% |
120,869
-18,613
| -13% | -$229K |
|
935
Rocket Lab Corp
RKLB
$43.6B
| $1.59M | ﹤0.01% |
22,630
-4,615
| -17% | -$265K |
|
|
SF
936
Stifel
SF
$12.6B
| $1.59M | ﹤0.01% |
+18,839
| New | +$1.51M |
|
937
Astera Labs
ALAB
$55.9B
| $1.58M | ﹤0.01% |
9,269
+775
| +9% | +$130K |
|
|
PDS
938
Precision Drilling
PDS
$990M
| $1.57M | ﹤0.01% |
21,784
+6,854
| +46% | +$421K |
|
939
Mirum Pharmaceuticals
MIRM
$6.39B
| $1.57M | ﹤0.01% |
19,889
+16,102
| +425% | +$1.16M |
|
940
OneMain Financial
OMF
$7.44B
| $1.56M | ﹤0.01% |
23,038
+721
| +3% | +$43.8K |
|
941
Travere Therapeutics
TVTX
$5.03B
| $1.56M | ﹤0.01% |
41,390
-8,980
| -18% | -$292K |
|
942
Sociedad Química y Minera de Chile
SQM
$19.1B
| $1.55M | ﹤0.01% |
+22,560
| New | +$1.24M |
|
|
CYBR
943
DELISTED
CyberArk
CYBR
| $1.55M | ﹤0.01% |
3,445
+86
| +3% | +$41.4K |
|
944
Allegion
ALLE
$13.7B
| $1.55M | ﹤0.01% |
9,608
+6,787
| +241% | +$1.13M |
|
945
Accuray
ARAY
$31.8M
| $1.54M | ﹤0.01% |
1,918,086
+831,220
| +76% | +$1.04M |
|
946
Harmony Biosciences
HRMY
$2.05B
| $1.53M | ﹤0.01% |
+40,696
| New | +$1.34M |
|
|
P
947
Everpure Inc
P
$26.6B
| $1.53M | ﹤0.01% |
22,592
-8,136
| -26% | -$680K |
|
948
Viavi Solutions
VIAV
$9.29B
| $1.53M | ﹤0.01% |
85,009
-11,439
| -12% | -$185K |
|
949
Ardagh Metal Packaging
AMBP
$2.9B
| $1.53M | ﹤0.01% |
373,229
-7,828
| -2% | -$29.7K |
|
950
Acadia Pharmaceuticals
ACAD
$4.36B
| $1.53M | ﹤0.01% |
57,274
+3,917
| +7% | +$93.6K |
|
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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.