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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 | |
|---|---|---|---|---|---|---|
1026
Liberty Latin America Class A
LILA
$1.69B
| $1.11M | ﹤0.01% |
220,654
+4,436
| +2% | +$24.5K |
|
1027
PACS Group
PACS
$7.04B
| $1.1M | ﹤0.01% |
27,991
-36,008
| -56% | -$790K |
|
|
PSKY
1028
Paramount Skydance Corp
PSKY
$9.2B
| $1.09M | ﹤0.01% |
81,142
+64,598
| +390% | +$1.01M |
|
1029
Interface
TILE
$2.03B
| $1.09M | ﹤0.01% |
37,965
-930
| -2% | -$25.4K |
|
1030
Chegg
CHGG
$114M
| $1.09M | ﹤0.01% |
1,186,294
+151,299
| +15% | +$165K |
|
1031
Zillow
Z
$8.04B
| $1.09M | ﹤0.01% |
15,727
-224,243
| -93% | -$16.2M |
|
|
ASM
1032
Avino Silver & Gold Mines
ASM
$969M
| $1.09M | ﹤0.01% |
168,864
-5,675,851
| -97% | -$30.6M |
|
1033
TORM
TRMD
$3.09B
| $1.08M | ﹤0.01% |
54,312
+8,595
| +19% | +$181K |
|
|
USAS
1034
Americas Gold and Silver
USAS
$1.38B
| $1.08M | ﹤0.01% |
202,797
+101,278
| +100% | +$456K |
|
1035
SEI Investments
SEIC
$12.5B
| $1.07M | ﹤0.01% |
12,946
-2,627
| -17% | -$216K |
|
|
LAC
1036
Lithium Americas
LAC
$1.05B
| $1.07M | ﹤0.01% |
244,073
+130,295
| +115% | +$752K |
|
1037
Tradeweb Markets
TW
$21.5B
| $1.07M | ﹤0.01% |
9,960
+2,255
| +29% | +$242K |
|
1038
Atara Biotherapeutics
ATRA
$77M
| $1.05M | ﹤0.01% |
58,668
-5,148
| -8% | -$76.8K |
|
|
OKLO
1039
Oklo
OKLO
$7.17B
| $1.05M | ﹤0.01% |
14,631
+9,468
| +183% | +$1.06M |
|
1040
Lazard
LAZ
$4.21B
| $1.04M | ﹤0.01% |
21,155
-326,409
| -94% | -$16.3M |
|
1041
Keros Therapeutics
KROS
$200M
| $1.04M | ﹤0.01% |
51,385
-5,383
| -9% | -$94.4K |
|
1042
Healthpeak Properties
DOC
$14.9B
| $1.04M | ﹤0.01% |
64,195
-55,832
| -47% | -$984K |
|
1043
Matsons
MATX
$6.28B
| $1.03M | ﹤0.01% |
8,335
-419
| -5% | -$45K |
|
1044
Cars.com
CARS
$676M
| $1.03M | ﹤0.01% |
+84,755
| New | +$985K |
|
|
PENG
1045
Penguin Solutions Inc
PENG
$2.7B
| $1.03M | ﹤0.01% |
51,349
-15,460
| -23% | -$331K |
|
1046
Fidelity National Financial
FNF
$13.9B
| $1.02M | ﹤0.01% |
18,530
-6,380
| -26% | -$363K |
|
1047
Futu Holdings
FUTU
$15B
| $1.02M | ﹤0.01% |
6,177
-1,981
| -24% | -$340K |
|
1048
Amplitude
AMPL
$1.26B
| $1.02M | ﹤0.01% |
+86,730
| New | +$912K |
|
1049
Lincoln Electric
LECO
$14.6B
| $1.02M | ﹤0.01% |
4,183
-1,691
| -29% | -$401K |
|
1050
Euroseas
ESEA
$553M
| $1.01M | ﹤0.01% |
18,469
-594
| -3% | -$34.1K |
|
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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.