We are live on
!
Find out more
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 | |
|---|---|---|---|---|---|---|
1426
Macerich
MAC
$7.4B
| $279K | ﹤0.01% |
17,240
+479
| +3% | +$7.38K |
|
1427
Rhythm Pharmaceuticals
RYTM
$7.31B
| $279K | ﹤0.01% |
4,411
+68
| +2% | +$4.16K |
|
1428
GlobalFoundries
GFS
$25.8B
| $278K | ﹤0.01% |
+7,284
| New | +$264K |
|
1429
EverCommerce
EVCM
$2.14B
| $277K | ﹤0.01% |
26,372
| – | – |
|
|
CSW
1430
CSW Industrials
CSW
$4.44B
| $277K | ﹤0.01% |
+964
| New | +$291K |
|
1431
Lincoln National
LNC
$7.92B
| $276K | ﹤0.01% |
7,988
-108,895
| -93% | -$3.56M |
|
|
SNCR
1432
DELISTED
Synchronoss Technologies
SNCR
| $276K | ﹤0.01% |
40,305
+14,997
| +59% | +$124K |
|
1433
Urban Edge Properties
UE
$2.9B
| $276K | ﹤0.01% |
14,792
-24,645
| -62% | -$451K |
|
|
GOOS
1434
Canada Goose Holdings
GOOS
$903M
| $276K | ﹤0.01% |
24,648
+1,425
| +6% | +$13.8K |
|
|
ZH
1435
Zhihu
ZH
$288M
| $275K | ﹤0.01% |
+69,095
| New | +$268K |
|
1436
Virtu Financial
VIRT
$5.04B
| $275K | ﹤0.01% |
+6,136
| New | +$247K |
|
1437
Ennis
EBF
$554M
| $275K | ﹤0.01% |
15,146
| – | – |
|
1438
Hamilton Insurance Group
HG
$3.63B
| $274K | ﹤0.01% |
+12,685
| New | +$255K |
|
|
ESGR
1439
DELISTED
Enstar Group
ESGR
| $272K | ﹤0.01% |
808
| – | – |
|
|
LAC
1440
Lithium Americas
LAC
$951M
| $271K | ﹤0.01% |
101,350
+5,991
| +6% | +$16.6K |
|
1441
Archer Aviation
ACHR
$3.42B
| $271K | ﹤0.01% |
24,959
+9,955
| +66% | +$93.2K |
|
1442
Atlantic Union Bankshares
AUB
$6.05B
| $270K | ﹤0.01% |
+8,645
| New | +$250K |
|
1443
iShares S&P GSCI Commodity-Indexed Trust
GSG
$1B
| $269K | ﹤0.01% |
12,221
-153
| -1% | -$3.31K |
|
1444
Arcosa
ACA
$7.11B
| $269K | ﹤0.01% |
3,104
| – | – |
|
1445
Axos Financial
AX
$5.58B
| $268K | ﹤0.01% |
3,525
| – | – |
|
1446
Spire
SR
$4.79B
| $268K | ﹤0.01% |
3,672
| – | – |
|
1447
Zymeworks
ZYME
$1.62B
| $268K | ﹤0.01% |
+21,355
| New | +$254K |
|
1448
Ameris Bancorp
ABCB
$5.89B
| $266K | ﹤0.01% |
4,109
| – | – |
|
1449
United Fire Group
UFCS
$1.35B
| $265K | ﹤0.01% |
+9,250
| New | +$259K |
|
1450
Integer Holdings
ITGR
$3.39B
| $265K | ﹤0.01% |
2,151
+22
| +1% | +$2.63K |
|
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.