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Manulife (Manufacturers Life Insurance)

Manulife (Manufacturers Life Insurance) Portfolio holdings

AUM $116B
1-Year Est. Return 26.37%
This Fund
S&P 500
This Quarter Est. Return
+4.39%
1 Year Est. Return
+26.37%
3 Year Est. Return
+67.38%
5 Year Est. Return
+85.79%
10 Year Est. Return
+313.78%
AUM
$122B
AUM Growth
+$26.6M
Cap. Flow
-$3.87B
Cap. Flow %
-3.18%
Top 10 Hldgs %
23.13%
Holding
2,976
New
77
Increased
729
Reduced
1,984
Closed
126

Top Buys

Rank Stock Value
1
MSFT icon
Microsoft
MSFT
+$533M
2
FSV icon
FirstService
FSV
+$375M
3
AMT icon
American Tower
AMT
+$237M
4
B
Barrick Mining
B
+$235M
5
CCI icon
Crown Castle
CCI
+$233M

Top Sells

Rank Stock Value
1
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$659M
2
ENB icon
Enbridge
ENB
+$522M
3
GS icon
Goldman Sachs
GS
+$398M
4
VYM icon
Vanguard High Dividend Yield ETF
VYM
+$371M
5
IVW icon
iShares S&P 500 Growth ETF
IVW
+$351M

Sector Composition

Rank Sector Weight
1 Technology 23.57%
2 Financials 15.58%
3 Healthcare 12.87%
4 Consumer Discretionary 9.32%
5 Communication Services 7.31%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
UNH icon
26
UnitedHealth
UNH
$364B
$782M 0.64%
2,365,828
-228,312
-9% -$77.4M
JNJ icon
27
Johnson & Johnson
JNJ
$629B
$779M 0.64%
3,764,544
+88,412
+2% +$17.5M
CP icon
28
Canadian Pacific Kansas City
CP
$81.5B
$772M 0.63%
10,470,156
-74,131
-0.7% -$5.46M
TSM icon
29
TSMC
TSM
$2.23T
$744M 0.61%
2,447,682
+8,141
+0.3% +$2.39M
SU icon
30
Suncor Energy
SU
$74.7B
$742M 0.61%
16,681,623
-5,919,960
-26% -$250M
VEA icon
31
Vanguard FTSE Developed Markets ETF
VEA
$238B
$722M 0.59%
11,558,138
-58,701
-0.5% -$3.6M
HOLX
32
DELISTED
Hologic
HOLX
$703M 0.58%
9,441,848
-1,008,600
-10% -$73.7M
CRM icon
33
Salesforce
CRM
$158B
$685M 0.56%
2,587,228
-37,397
-1% -$9.29M
ABBV icon
34
AbbVie
ABBV
$440B
$682M 0.56%
2,984,900
+29,754
+1% +$6.78M
V icon
35
Visa
V
$671B
$661M 0.54%
1,881,835
+131,185
+7% +$44.7M
B
36
Barrick Mining
B
$67.9B
$647M 0.53%
14,817,450
+6,250,664
+73% +$235M
AEM icon
37
Agnico Eagle Mines
AEM
$93.8B
$638M 0.52%
3,753,351
-341,032
-8% -$57.3M
LEN icon
38
Lennar Class A
LEN
$20.5B
$626M 0.51%
6,089,621
-457,855
-7% -$55.3M
WDAY icon
39
Workday
WDAY
$43.3B
$596M 0.49%
2,772,669
+116,125
+4% +$26.4M
URI icon
40
United Rentals
URI
$70.3B
$586M 0.48%
724,074
-125,664
-15% -$109M
WMT icon
41
Walmart Inc
WMT
$923B
$570M 0.47%
5,115,070
+2,854
+0.1% +$306K
ADBE icon
42
Adobe
ADBE
$103B
$568M 0.47%
1,623,200
-66,499
-4% -$22.6M
TXN icon
43
Texas Instruments
TXN
$253B
$558M 0.46%
3,215,015
-154,519
-5% -$26.5M
DHR icon
44
Danaher
DHR
$145B
$540M 0.44%
2,358,856
-347,204
-13% -$76.3M
ENB icon
45
Enbridge
ENB
$112B
$534M 0.44%
11,137,052
-10,925,619
-50% -$522M
JHEM icon
46
John Hancock Multifactor Emerging Markets ETF
JHEM
$1.03B
$529M 0.44%
16,093,119
-727,193
-4% -$23.6M
SYK icon
47
Stryker
SYK
$133B
$525M 0.43%
1,490,728
+216,579
+17% +$78.9M
BNS icon
48
Scotiabank
BNS
$110B
$515M 0.42%
6,969,396
+1,505,221
+28% +$102M
ACN icon
49
Accenture
ACN
$110B
$515M 0.42%
1,918,502
+807,446
+73% +$205M
MDT icon
50
Medtronic
MDT
$116B
$514M 0.42%
5,350,057
+90,956
+2% +$8.84M
1
2
3 4 5

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Manulife (Manufacturers Life Insurance)'s Q4 2025 Portfolio in Review

As of Q4 2025, Manulife (Manufacturers Life Insurance) held 2,976 positions worth $122B, up 0.02% from $122B the previous quarter. Its ten largest holdings account for 23% of the portfolio.

Manulife (Manufacturers Life Insurance) withdrew a net $3.87B in Q4 2025, closing 126 positions and reducing 1,984 holdings. Its most notable exit was iShares S&P 500 Growth ETF, an estimated $351M position sold in full.

By sector, the portfolio is most concentrated in Technology at 24% of assets, up from 23% a quarter earlier, followed by Financials and Healthcare.

Against the trend, Manulife (Manufacturers Life Insurance) opened a new position in TotalEnergies worth $144M.

  • Manulife (Manufacturers Life Insurance)'s largest Q4 2025 buy was TotalEnergies: 2,198,386 shares worth $144M.
  • Manulife (Manufacturers Life Insurance) added most to Microsoft in Q4 2025, an estimated $533M increase.
  • Manulife (Manufacturers Life Insurance)'s biggest Q4 2025 reduction was Alphabet (Google) Class A, cutting an estimated $659M.
  • Manulife (Manufacturers Life Insurance) fully exited iShares S&P 500 Growth ETF in Q4 2025, selling an estimated $351M.
  • Manulife (Manufacturers Life Insurance)'s ten largest holdings make up 23% of its $122B portfolio in Q4 2025.
  • Manulife (Manufacturers Life Insurance) opened 77 new positions and closed 126 in Q4 2025.
  • Manulife (Manufacturers Life Insurance)'s portfolio value rose 0.02% quarter-over-quarter to $122B.

Based on Manulife (Manufacturers Life Insurance)'s 13F filing for Q4 2025, filed 13 Feb 2026.