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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 | |
|---|---|---|---|---|---|---|
1151
TTM Technologies
TTMI
$12.6B
| $662K | ﹤0.01% |
9,423
-70
| -0.7% | -$4.57K |
|
1152
LendingTree
TREE
$448M
| $659K | ﹤0.01% |
+12,385
| New | +$695K |
|
1153
Graham Holdings Company
GHC
$5.14B
| $658K | ﹤0.01% |
603
-50
| -8% | -$53.4K |
|
|
CON
1154
Concentra Group Holdings
CON
$4.06B
| $653K | ﹤0.01% |
32,803
+1,649
| +5% | +$33K |
|
1155
Solventum
SOLV
$15.3B
| $653K | ﹤0.01% |
8,168
+364
| +5% | +$27.9K |
|
1156
RPM International
RPM
$14.2B
| $653K | ﹤0.01% |
6,231
-310
| -5% | -$33.6K |
|
1157
Tower Semiconductor
TSEM
$26.5B
| $653K | ﹤0.01% |
5,283
+230
| +5% | +$22.2K |
|
1158
Hamilton Insurance Group
HG
$3.54B
| $652K | ﹤0.01% |
23,424
+2,691
| +13% | +$69.8K |
|
1159
Seanergy Maritime Holdings
SHIP
$394M
| $648K | ﹤0.01% |
69,799
+28,075
| +67% | +$255K |
|
1160
Riot Platforms
RIOT
$8.1B
| $643K | ﹤0.01% |
50,739
+4,274
| +9% | +$73.1K |
|
|
GAU
1161
Galiano Gold
GAU
$462M
| $643K | ﹤0.01% |
+249,144
| New | +$616K |
|
1162
Armstrong World Industries
AWI
$7.58B
| $642K | ﹤0.01% |
3,345
-1,298
| -28% | -$248K |
|
1163
IBEX
IBEX
$479M
| $638K | ﹤0.01% |
16,597
+8,744
| +111% | +$323K |
|
1164
Dentsply Sirona
XRAY
$2.83B
| $626K | ﹤0.01% |
54,980
-65,040
| -54% | -$763K |
|
1165
Morningstar
MORN
$7.46B
| $622K | ﹤0.01% |
2,860
-642
| -18% | -$139K |
|
|
HUT
1166
Hut 8
HUT
$12.6B
| $621K | ﹤0.01% |
13,435
+7,444
| +124% | +$328K |
|
1167
Blue Owl Capital
OBDC
$5.46B
| $620K | ﹤0.01% |
48,712
-961
| -2% | -$12.2K |
|
1168
Snap
SNAP
$8.48B
| $620K | ﹤0.01% |
76,945
+49,307
| +178% | +$390K |
|
1169
Oshkosh
OSK
$9.16B
| $617K | ﹤0.01% |
4,882
-2,177
| -31% | -$280K |
|
1170
BGC Group
BGC
$5.38B
| $614K | ﹤0.01% |
68,122
-8,369
| -11% | -$75.4K |
|
|
CNL
1171
Collective Mining Ltd
CNL
$1.17B
| $614K | ﹤0.01% |
40,879
+15,885
| +64% | +$193K |
|
|
BLDP
1172
Ballard Power Systems
BLDP
$805M
| $613K | ﹤0.01% |
240,494
+93,835
| +64% | +$291K |
|
1173
TPG
TPG
$7.43B
| $612K | ﹤0.01% |
9,539
+741
| +8% | +$43.7K |
|
1174
Laureate Education
LAUR
$5.18B
| $612K | ﹤0.01% |
18,066
-1,207
| -6% | -$37.3K |
|
1175
Atmus Filtration Technologies
ATMU
$4.4B
| $609K | ﹤0.01% |
11,654
-2,661
| -19% | -$129K |
|
Similar funds
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.