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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 | |
|---|---|---|---|---|---|---|
151
Fortis
FTS
$28.7B
| $163M | 0.13% |
3,136,544
+432,132
| +16% | +$22.1M |
|
152
American Express
AXP
$232B
| $163M | 0.13% |
441,678
+82,390
| +23% | +$29.5M |
|
153
Amphenol
APH
$210B
| $163M | 0.13% |
1,204,352
+170,418
| +16% | +$22.8M |
|
154
Brown & Brown
BRO
$23.8B
| $163M | 0.13% |
2,041,737
-265,539
| -12% | -$22.2M |
|
155
BrightSpring Health Services
BTSG
$11.8B
| $162M | 0.13% |
4,330,758
-178,504
| -4% | -$5.99M |
|
156
Marvell Technology
MRVL
$195B
| $161M | 0.13% |
1,889,453
-168,350
| -8% | -$14.7M |
|
157
TFI International
TFII
$12B
| $159M | 0.13% |
1,534,101
+1,071,017
| +231% | +$99.7M |
|
158
Arista Networks
ANET
$265B
| $158M | 0.13% |
1,204,768
+120,669
| +11% | +$16.6M |
|
|
JHLN
159
John Hancock Global Senior Loan ETF
JHLN
$641M
| $158M | 0.13% |
6,326,064
+139,275
| +2% | +$3.48M |
|
160
AT&T
T
$166B
| $157M | 0.13% |
6,301,025
+467,512
| +8% | +$11.8M |
|
161
AutoZone
AZO
$49.7B
| $154M | 0.13% |
45,334
-11,597
| -20% | -$43.8M |
|
162
Booking.com
BKNG
$159B
| $153M | 0.13% |
713,450
-493,350
| -41% | -$102M |
|
163
Pan American Silver
PAAS
$22.1B
| $152M | 0.13% |
2,937,145
+568,452
| +24% | +$23.8M |
|
164
L3Harris
LHX
$54.1B
| $151M | 0.12% |
514,386
-187,923
| -27% | -$54.3M |
|
165
BridgeBio Pharma
BBIO
$16.4B
| $151M | 0.12% |
1,975,315
+60,548
| +3% | +$3.97M |
|
166
RTX Corp
RTX
$300B
| $150M | 0.12% |
816,082
-410,283
| -33% | -$71.3M |
|
167
iShares MSCI Japan ETF
EWJ
$23.1B
| $148M | 0.12% |
1,830,745
+1,531,363
| +512% | +$126M |
|
168
ServiceNow
NOW
$129B
| $147M | 0.12% |
954,479
+26,274
| +3% | +$4.51M |
|
169
Group 1 Automotive
GPI
$3.17B
| $146M | 0.12% |
370,668
-36,241
| -9% | -$14.9M |
|
170
First Hawaiian
FHB
$3.36B
| $145M | 0.12% |
5,714,335
-1,940,822
| -25% | -$48.3M |
|
171
TotalEnergies
TTE
$194B
| $144M | 0.12% |
+2,198,386
| New | +$139M |
|
172
T-Mobile US
TMUS
$190B
| $143M | 0.12% |
701,380
+122,602
| +21% | +$26M |
|
173
NextEra Energy
NEE
$179B
| $142M | 0.12% |
1,769,514
+182,827
| +12% | +$15.1M |
|
174
Sysco
SYY
$40.5B
| $141M | 0.12% |
1,916,304
-134,784
| -7% | -$10.3M |
|
175
Teck Resources
TECK
$32.4B
| $139M | 0.11% |
2,903,901
-158,014
| -5% | -$6.84M |
|
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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.