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MACKENZIE FINANCIAL CORP

Q3 2025 · Filed 2025-11-13
Market Value
$79.7B
+7.6%
Holdings
1,782
+43
New Purchases
155
Added To
733
Closed
161
Reduced
631
Top 10 Concentration
26.4%
Turnover
17.7%

Top Buys (by % of Portfolio)

SymbolCur %Prior %Chg %Value
NVDA 3.06% 2.22% +0.83% $2.4B
GOOGL 2.02% 1.44% +0.58% $1.6B
AAPL 2.89% 2.41% +0.49% $2.3B
FNV 0.66% 0.30% +0.36% $526M
AEM 1.76% 1.41% +0.35% $1.4B
TJX 0.58% 0.29% +0.29% $462M
CVE 0.65% 0.38% +0.27% $520M
SHOP 1.70% 1.45% +0.25% $1.4B
AVGO 1.07% 0.87% +0.19% $850M
B 0.52% 0.33% +0.19% $418M
BSX 0.38% 0.23% +0.15% $303M
MFC 1.09% 0.96% +0.13% $867M
ANET 0.16% 0.04% +0.12% $127M
KGC 0.36% 0.25% +0.11% $291M
IAG 0.18% 0.08% +0.11% $144M

Top Sells (by % of Portfolio)

SymbolCur %Prior %Chg %Value
ALC 0.05% 0.44% -0.39% $41M
IT 0.06% 0.42% -0.36% $50M
PM 0.57% 0.88% -0.31% $457M
SLF 0.68% 0.98% -0.30% $545M
MSCI 0.04% 0.32% -0.27% $33M
TD 2.56% 2.76% -0.20% $2.0B
ROP 0.65% 0.84% -0.20% $516M
T 0.19% 0.39% -0.19% $155M
ADP 0.55% 0.74% -0.19% $439M
CNI 1.02% 1.21% -0.19% $813M
NFLX 0.27% 0.44% -0.16% $219M
IBM 0.36% 0.52% -0.16% $287M
DSGX 0.39% 0.54% -0.15% $312M
APH 0.30% 0.45% -0.15% $243M
ZTS 0.23% 0.38% -0.15% $186M

Sector Allocation Over Time

Market Cap Concentration

TierHoldingsValueWeight
Mega Cap 68 $29.4B 36.9%
Large Cap 721 $43.1B 54.1%
Mid Cap 634 $6.3B 7.9%
Small Cap 306 $782M 1.0%
Micro Cap 53 $107M 0.1%

Portfolio Analytics

Avg Market Cap
$53.4B
Median Market Cap
$7.7B
Avg P/E
32.4
Median P/E
21.6
Avg Dividend Yield
0.02%
Avg Beta
1.06
# Stocks
1,728
# ETFs / Funds
54

Top Holdings (1,782 total)

# Symbol % Port Shares Value Avg Price Q/Q Value Chg Share Chg Chg % Status
1 RY 3.99% 21,618,422 $3.2B $147.36 $233M -767,493 -3.4%
2 MSFT 3.85% 5,933,741 $3.1B $517.95 $257M +272,326 +4.8%
3 NVDA 3.06% 13,060,671 $2.4B $186.58 $791M +2,642,081 +25.4%
4 AAPL 2.89% 9,060,674 $2.3B $254.63 $524M +370,204 +4.3%
5 SPY 2.58% 3,088,911 $2.1B $666.18 $73M -124,070 -3.9%
6 TD 2.56% 25,577,746 $2.0B $79.94 -$4M -2,253,999 -8.1%
7 GOOGL 2.02% 6,619,523 $1.6B $243.10 $544M +576,209 +9.5%
8 AMZN 2.00% 7,255,989 $1.6B $219.57 $186M +840,137 +13.1%
9 AEM 1.76% 8,354,827 $1.4B $168.39 $360M -423,449 -4.8%
10 SHOP 1.70% 9,133,454 $1.4B $148.53 $284M -158,031 -1.7%
11 BMO 1.55% 9,516,315 $1.2B $130.28 $125M -535,377 -5.3%
12 BN 1.39% 16,129,049 $1.1B $68.60 $96M -190,207 -1.2%
13 WCN 1.35% 6,136,218 $1.1B $175.77 $103M +918,245 +17.6%
14 META 1.26% 1,372,276 $1.0B $734.38 $113M +159,951 +13.2%
15 CNQ 1.24% 31,019,189 $992M $31.97 -$9M -783,523 -2.5%
16 BNS 1.19% 14,698,686 $950M $64.65 $112M -444,443 -2.9%
17 ENB 1.10% 17,318,673 $874M $50.44 $80M -175,760 -1.0%
18 MFC 1.09% 27,822,300 $867M $31.15 $158M +5,671,639 +25.6%
19 AVGO 1.07% 2,577,275 $850M $329.91 $202M +225,481 +9.6%
20 CNI 1.02% 8,626,147 $813M $94.28 -$82M +35,938 +0.4%
21 JPM 1.02% 2,566,099 $809M $315.43 $74M +30,610 +1.2%
22 TRP 0.91% 13,351,862 $726M $54.36 $101M +557,794 +4.4%
23 JNJ 0.85% 3,641,918 $675M $185.42 $118M -8,522 -0.2%
24 STN 0.78% 5,774,911 $623M $107.82 -$49M -391,585 -6.3%
25 SPGI 0.69% 1,136,606 $553M $486.71 -$64M -34,207 -2.9%
26 AGG 0.69% 5,514,800 $553M $100.25 $79M +736,200 +15.4%
27 SLF 0.68% 9,075,223 $545M $60.04 -$185M -1,882,037 -17.2%
28 V 0.67% 1,557,975 $532M $341.38 -$39M -49,681 -3.1%
29 FNV 0.66% 2,363,324 $526M $222.54 $305M +1,020,509 +76.0%
30 CVE 0.65% 30,643,806 $520M $16.98 $236M +9,753,134 +46.7%
31 ABBV 0.65% 2,238,097 $518M $231.54 $84M -99,604 -4.3%
32 ROP 0.65% 1,035,424 $516M $498.69 -$108M -66,608 -6.0%
33 GIB 0.64% 5,741,467 $511M $89.05 -$53M +375,634 +7.0%
34 CM 0.64% 6,380,638 $510M $79.89 $61M +67,738 +1.1%
35 TU 0.64% 32,362,619 $510M $15.75 -$13M -127,141 -0.4%
36 LIN 0.64% 1,067,517 $507M $475.00 -$13M -41,894 -3.8%
37 MA 0.63% 883,349 $502M $568.81 $10M +7,186 +0.8%
38 SU 0.62% 11,880,317 $497M $41.84 -$40M -2,443,973 -17.1%
39 PBA 0.60% 11,799,323 $477M $40.42 -$3M -987,986 -7.7%
40 TJX 0.58% 3,198,579 $462M $144.54 $244M +1,433,801 +81.2%
41 SYK 0.58% 1,243,545 $460M $369.67 -$63M -77,435 -5.9%
42 PM 0.57% 2,819,943 $457M $162.20 -$196M -765,059 -21.3%
43 ADP 0.55% 1,495,929 $439M $293.50 -$111M -288,849 -16.2%
44 MMC 0.53% 2,102,286 $424M $201.53 -$76M -182,908 -8.0%
45 B 0.52% 12,721,334 $418M $32.84 $171M +893,630 +7.6%
46 MSI 0.52% 907,309 $415M $457.29 $4M -70,939 -7.2%
47 WPM 0.51% 3,648,753 $408M $111.88 $87M +77,482 +2.2%
48 NTR 0.51% 6,914,275 $406M $58.71 -$10M -215,177 -3.0%
49 CAE 0.50% 13,448,881 $398M $29.60 -$26M -1,004,118 -7.0%
50 HD 0.49% 954,984 $387M $405.19 $52M +40,529 +4.4%
51 XOM 0.47% 3,322,820 $375M $112.75 $8M -79,218 -2.3%
52 CME 0.44% 1,298,652 $351M $270.19 -$29M -81,199 -5.9%
53 TECK 0.42% 7,721,854 $339M $43.86 $15M -267,861 -3.4%
54 AGI 0.42% 9,547,541 $333M $34.85 $94M +567,926 +6.3%
55 WMB 0.41% 5,215,789 $330M $63.35 -$55M -913,750 -14.9%
56 TLT 0.41% 3,627,200 $324M $89.37 -$906K -56,300 -1.5%
57 DSGX 0.39% 3,315,493 $312M $94.14 -$89M -629,264 -15.9%
58 BRK-B 0.39% 612,606 $308M $502.74 $13M +5,430 +0.9%
59 CL 0.38% 3,799,626 $304M $79.94 -$43M -20,347 -0.5%
60 BSX 0.38% 3,103,508 $303M $97.63 $131M +1,499,897 +93.5%
61 WMT 0.38% 2,934,519 $302M $103.06 $23M +80,776 +2.8%
62 DUK 0.38% 2,437,566 $302M $123.75 -$15M -244,062 -9.1%
63 FSV 0.37% 1,551,175 $295M $190.49 $38M +75,712 +5.1%
64 UNP 0.37% 1,249,265 $295M $236.37 $8M +2,541 +0.2%
65 ORCL 0.37% 1,049,530 $295M $281.24 $38M -125,669 -10.7%
66 KGC 0.36% 11,711,238 $291M $24.81 $103M -297,167 -2.5%
67 IBM 0.36% 1,018,410 $287M $282.16 -$96M -281,648 -21.7%
68 RCI 0.35% 8,161,532 $281M $34.42 $55M +536,623 +7.0%
69 GIL 0.35% 4,858,829 $281M $57.76 $62M +424,809 +9.6%
70 PG 0.34% 1,775,483 $273M $153.65 $7M +105,430 +6.3%
71 UNH 0.33% 761,856 $263M $345.30 $14M -37,817 -4.7%
72 CSCO 0.32% 3,732,847 $255M $68.42 -$42M -552,237 -12.9%
73 CRH.L 0.31% 2,072,785 $249M $119.90 $52M -68,973 -3.2%
74 EMRAF 0.31% 5,180,437 $248M $47.97 $12M +26,137 +0.5%
75 APH 0.30% 1,963,420 $243M $123.75 -$92M -1,427,120 -42.1%
76 C 0.30% 2,377,488 $241M $101.50 $44M +65,235 +2.8%
77 MCD 0.30% 793,281 $241M $303.89 $14M +15,483 +2.0%
78 GILD 0.29% 2,063,924 $229M $111.00 -$51M -464,125 -18.4%
79 MCK 0.28% 292,975 $226M $772.54 -$30M -57,382 -16.4%
80 NFLX 0.27% 182,480 $219M $1,198.92 -$106M -60,260 -24.8%
81 LRCX 0.27% 1,631,993 $219M $133.90 $49M -108,654 -6.2%
82 KO 0.27% 3,239,371 $215M $66.32 -$3M +165,092 +5.4%
83 ACN 0.26% 833,957 $206M $246.60 -$11M +108,301 +14.9%
84 MMS 0.26% 2,249,086 $205M $91.37 $30M -253,339 -10.1%
85 ABT 0.25% 1,507,609 $202M $133.94 $883K +29,440 +2.0%
86 EFA 0.25% 2,146,831 $200M $93.37 $384K -91,286 -4.1%
87 LLY 0.25% 261,298 $199M $763.00 $25M +37,425 +16.7%
88 DHR 0.24% 963,670 $191M $198.26 -$3M -16,961 -1.7%
89 GS 0.24% 237,163 $189M $796.35 $46M +35,482 +17.6%
90 TT 0.23% 440,514 $186M $421.96 -$19M -28,153 -6.0%
91 ZTS 0.23% 1,270,308 $186M $146.32 -$96M -534,473 -29.6%
92 DOOO 0.23% 3,057,000 $186M $60.79 $48M +209,576 +7.4%
93 MDT 0.23% 1,949,700 $186M $95.24 $12M -45,493 -2.3%
94 GOOG 0.23% 758,537 $185M $243.55 $57M +40,221 +5.6%
95 RACE 0.23% 376,824 $183M $485.15 $55M +116,815 +44.9%
96 PH 0.23% 238,607 $181M $758.15 -$1M -22,299 -8.6%
97 BLK 0.23% 155,067 $181M $1,165.87 $64M +43,530 +39.0%
98 VRSK 0.22% 711,507 $179M $251.51 -$72M -94,663 -11.7%
99 NOW 0.22% 191,672 $176M $920.28 -$29M -8,344 -4.2%
100 BIP 0.22% 5,297,211 $175M $32.95 -$55M -1,561,765 -22.8%

Options Breakdown

0 Calls $0 Call Value 23 Puts $693K Put Value

Top Puts

SymbolSharesValueStatus
HYG 6,973,300 $488K
HPE 42,000 $34K NEW
LQD 304,100 $27K NEW
MRK 12,300 $26K NEW
DOW 45,700 $25K NEW
WFC 11,900 $14K
UPS 12,700 $11K NEW
CVS 14,100 $10K
TGT 11,500 $9K
SBUX 12,500 $8K

New Positions

SymbolValue% Port
EEM $19M 0.02%
NVO $16M 0.02%
SNV $14M 0.02%
TTEK $12M 0.01%
SOXX $11M 0.01%
RGLD $9M 0.01%
MANH $9M 0.01%
CUK $8M 0.01%
RLX $8M 0.01%
DOCS $6M 0.01%
VNOM $4M 0.01%
BLKB $4M —%
BOKF $3M —%
ASH $3M —%
RBRK $3M —%

Sold Out Positions

SymbolValue% Port
WU —%
ZVIA —%
CBZ —%
VOYA —%
LC —%
KN —%
STAG —%
TALO —%
LPG —%
INGM —%
CCO —%
NGVC —%
BIO —%
AVNT —%
ACM —%
View SEC EDGAR Filings for MACKENZIE FINANCIAL CORP →

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For informational purposes only. Not investment advice. Data sourced from SEC filings. Privacy Terms