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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
(+0.02%)
Cap. Flow
-$3.87B
Cap. Flow
% of AUM
-3.18%
Top 10 Holdings %
Top 10 Hldgs %
23.13%
Holding
2,976
New
77
Increased
729
Reduced
1,984
Closed
126
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
Microsoft
MSFT
|
+$533M |
| 2 |
FirstService
FSV
|
+$375M |
| 3 |
American Tower
AMT
|
+$237M |
| 4 |
B
Barrick Mining
B
|
+$235M |
| 5 |
Crown Castle
CCI
|
+$233M |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
Alphabet (Google) Class A
GOOGL
|
+$659M |
| 2 |
Enbridge
ENB
|
+$522M |
| 3 |
Goldman Sachs
GS
|
+$398M |
| 4 |
Vanguard High Dividend Yield ETF
VYM
|
+$371M |
| 5 |
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 | |
|---|---|---|---|---|---|---|
1201
ESAB
ESAB
$5.29B
| $4.32M | ﹤0.01% |
38,678
-1,048
| -3% | -$120K |
|
|
SKE
1202
Skeena Resources
SKE
$4.07B
| $4.32M | ﹤0.01% |
181,382
-20,683
| -10% | -$408K |
|
|
MASI
1203
DELISTED
Masimo
MASI
| $4.32M | ﹤0.01% |
33,184
-1,009
| -3% | -$144K |
|
1204
Lamb Weston
LW
$7.3B
| $4.31M | ﹤0.01% |
102,908
-764
| -0.7% | -$45K |
|
1205
Mine Safety
MSA
$7.32B
| $4.31M | ﹤0.01% |
26,909
-605
| -2% | -$98.5K |
|
|
GAP
1206
The Gap Inc
GAP
$7.34B
| $4.29M | ﹤0.01% |
167,412
-4,576
| -3% | -$111K |
|
1207
AST SpaceMobile
ASTS
$21.4B
| $4.28M | ﹤0.01% |
58,941
+1,763
| +3% | +$126K |
|
1208
Brown-Forman Class B
BF.B
$12.8B
| $4.28M | ﹤0.01% |
164,193
-21,667
| -12% | -$610K |
|
1209
Kyndryl
KD
$3.04B
| $4.27M | ﹤0.01% |
160,674
-5,440
| -3% | -$148K |
|
1210
Pegasystems
PEGA
$5.51B
| $4.25M | ﹤0.01% |
71,070
-475
| -0.7% | -$27.8K |
|
1211
Alaska Air
ALK
$5.3B
| $4.24M | ﹤0.01% |
84,297
-1,721
| -2% | -$79.6K |
|
|
LX
1212
LexinFintech Holdings
LX
$236M
| $4.23M | ﹤0.01% |
+1,287,000
| New | +$5.28M |
|
1213
AutoNation
AN
$6.9B
| $4.22M | ﹤0.01% |
20,448
-764
| -4% | -$159K |
|
1214
Nexstar Media Group
NXST
$5.81B
| $4.2M | ﹤0.01% |
20,693
-472
| -2% | -$92.2K |
|
1215
RLI Corp
RLI
$5.87B
| $4.2M | ﹤0.01% |
65,612
-1,517
| -2% | -$95.3K |
|
1216
Antero Midstream
AM
$10.5B
| $4.19M | ﹤0.01% |
235,766
-6,799
| -3% | -$123K |
|
1217
Darling Ingredients
DAR
$10B
| $4.17M | ﹤0.01% |
115,921
-2,493
| -2% | -$84.4K |
|
|
ITRG
1218
Integra Resources
ITRG
$550M
| $4.17M | ﹤0.01% |
1,048,287
| – | – |
|
1219
Associated Banc-Corp
ASB
$6.07B
| $4.17M | ﹤0.01% |
161,871
-6,128
| -4% | -$158K |
|
1220
Campbell Soup
CPB
$6.94B
| $4.15M | ﹤0.01% |
148,937
-12,578
| -8% | -$378K |
|
1221
Macy's
M
$6.26B
| $4.15M | ﹤0.01% |
188,158
-7,168
| -4% | -$147K |
|
1222
Murphy Oil
MUR
$4.99B
| $4.15M | ﹤0.01% |
132,649
-6,822
| -5% | -$205K |
|
1223
Spyre Therapeutics
SYRE
$8.98B
| $4.14M | ﹤0.01% |
129,013
+57,065
| +79% | +$1.49M |
|
1224
Silicon Laboratories
SLAB
$7.3B
| $4.14M | ﹤0.01% |
31,688
-1,360
| -4% | -$179K |
|
1225
IES Holdings
IESC
$15.3B
| $4.08M | ﹤0.01% |
10,486
-147
| -1% | -$59.1K |
|
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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.