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Asset Manager ← All Institutions

MANUFACTURERS LIFE INSURANCE COMPANY, THE

Q2 2025 · Filed 2025-08-14
Market Value
$108.6B
+5.9%
Holdings
2,881
+19
New Purchases
143
Added To
994
Closed
119
Reduced
1,606
Top 10 Concentration
21.7%
Turnover
9.1%

Top Buys (by % of Portfolio)

SymbolCur %Prior %Chg %Value
NVDA 3.19% 2.46% +0.73% $3.5B
MSFT 4.18% 3.57% +0.61% $4.5B
HOLX 0.66% 0.17% +0.49% $718M
AVGO 1.20% 0.74% +0.46% $1.3B
CM 0.48% 0.18% +0.30% $519M
ORCL 0.76% 0.56% +0.20% $823M
IVV 0.34% 0.14% +0.19% $364M
MCK 0.57% 0.41% +0.16% $615M
META 1.21% 1.05% +0.15% $1.3B
TMO 0.86% 0.70% +0.15% $930M
DEO 0.15% 0.00% +0.15% $158M
IVW 0.17% 0.04% +0.14% $188M
CNI 0.64% 0.51% +0.13% $695M
VEA 0.54% 0.41% +0.13% $586M
BKNG 0.31% 0.18% +0.13% $339M

Top Sells (by % of Portfolio)

SymbolCur %Prior %Chg %Value
AAPL 2.91% 3.73% -0.82% $3.2B
UNH 0.57% 1.12% -0.55% $619M
LEN 0.68% 1.00% -0.32% $734M
CCI 0.32% 0.61% -0.29% $345M
QQQ 0.00% 0.26% -0.25% $399K
BMO 0.34% 0.57% -0.23% $369M
UNP 0.08% 0.29% -0.21% $90M
MS 0.61% 0.79% -0.19% $657M
LLY 1.11% 1.28% -0.17% $1.2B
BDX 0.05% 0.21% -0.16% $55M
PYPL 0.09% 0.22% -0.13% $101M
INDA 0.00% 0.12% -0.12% $0
NVR 0.01% 0.13% -0.12% $15M
MRK 0.22% 0.33% -0.12% $236M
PCAR 0.14% 0.25% -0.11% $154M

Sector Allocation Over Time

Market Cap Concentration

TierHoldingsValueWeight
Mega Cap 74 $42.0B 38.7%
Large Cap 818 $53.9B 49.6%
Mid Cap 980 $9.7B 9.0%
Small Cap 834 $2.7B 2.5%
Micro Cap 175 $220M 0.2%

Portfolio Analytics

Avg Market Cap
$35.4B
Median Market Cap
$4.0B
Avg P/E
33.3
Median P/E
21.0
Avg Dividend Yield
0.02%
Avg Beta
1.09
# Stocks
2,754
# ETFs / Funds
127

Top Holdings (2,881 total)

# Symbol % Port Shares Value Avg Price Q/Q Value Chg Share Chg Chg % Status
1 MSFT 4.18% 9,119,660 $4.5B $497.41 $874M -636,068 -6.5%
2 AMZN 3.29% 16,304,973 $3.6B $219.39 $158M -1,665,470 -9.3%
3 NVDA 3.19% 21,923,154 $3.5B $157.99 $941M -1,355,989 -5.8%
4 AAPL 2.91% 15,378,387 $3.2B $205.16 -$667M -1,829,917 -10.6%
5 GOOGL 2.45% 15,097,707 $2.7B $176.23 $204M -788,733 -5.0%
6 META 1.21% 1,777,195 $1.3B $738.08 $231M -97,701 -5.2%
7 AVGO 1.20% 4,735,046 $1.3B $275.64 $546M +201,961 +4.5%
8 LNG 1.16% 5,183,798 $1.3B $243.52 $19M -188,617 -3.5%
9 LLY 1.11% 1,546,478 $1.2B $779.53 -$110M -46,353 -2.9%
10 RY 0.96% 7,918,400 $1.0B $131.10 $101M -355,497 -4.3%
11 TD 0.93% 13,815,706 $1.0B $73.17 $185M +115,203 +0.8%
12 BND 0.89% 13,131,333 $967M $73.63 $32M +396,767 +3.1%
13 TMO 0.86% 2,293,264 $930M $405.46 $208M +843,267 +58.2%
14 KKR 0.83% 6,793,097 $904M $133.03 $5M -976,973 -12.6%
15 BRK-B 0.83% 1,858,099 $903M $485.77 -$26M +114,092 +6.5%
16 CNQ 0.79% 27,359,777 $855M $31.27 $88M +2,546,233 +10.3%
17 WDAY 0.78% 3,528,959 $847M $240.00 -$26M -207,650 -5.6%
18 ORCL 0.76% 3,765,062 $823M $218.63 $246M -361,617 -8.8%
19 ANTM 0.74% 2,076,668 $808M $388.96 $117M +487,579 +30.7%
20 CRM 0.74% 2,945,661 $803M $272.69 $105M +342,054 +13.1%
21 SU 0.72% 20,911,602 $780M $37.29 -$9M +641,354 +3.2%
22 ADI 0.71% 3,238,265 $771M $238.02 $116M -7,497 -0.2%
23 JPM 0.70% 2,604,636 $755M $289.91 $100M -67,365 -2.5%
24 TSLA 0.68% 2,313,091 $735M $317.66 $112M -88,588 -3.7%
25 LEN 0.68% 6,636,441 $734M $110.61 -$287M -2,257,684 -25.4%
26 V 0.67% 2,056,012 $730M $355.04 $133M +352,389 +20.7%
27 ENB 0.67% 16,066,888 $725M $45.12 $12M +34,231 +0.2%
28 HOLX 0.66% 11,022,455 $718M $65.16 $546M +8,227,318 +294.3%
29 VOO 0.65% 1,247,587 $709M $568.03 $89M +42,627 +3.5%
30 CNI 0.64% 6,705,679 $695M $103.65 $177M +1,408,978 +26.6%
31 TXN 0.62% 3,240,855 $673M $207.62 $70M -113,958 -3.4%
32 ADBE 0.62% 1,728,969 $669M $386.88 -$58M -166,673 -8.8%
33 MS 0.61% 4,667,050 $657M $140.86 -$157M -2,314,332 -33.1%
34 SHOP 0.58% 5,488,562 $631M $114.92 $41M -679,220 -11.0%
35 UNH 0.57% 1,984,371 $619M $311.97 -$528M -205,820 -9.4%
36 GS 0.57% 869,720 $616M $707.75 $27M -208,495 -19.3%
37 MCK 0.57% 839,690 $615M $732.78 $194M +213,406 +34.1%
38 URI 0.56% 804,751 $606M $753.40 $74M -45,035 -5.3%
39 GOOG 0.54% 3,302,846 $586M $177.39 $21M -313,183 -8.7%
40 VEA 0.54% 10,270,231 $586M $57.01 $165M +1,989,783 +24.0%
41 SLF 0.51% 8,355,498 $553M $66.19 $59M -225,302 -2.6%
42 NDAQ 0.50% 6,107,057 $546M $89.42 $44M -505,394 -7.6%
43 ABBV 0.50% 2,916,325 $541M $185.62 -$20M +238,056 +8.9%
44 MDT 0.49% 6,155,810 $537M $87.17 $23M +445,174 +7.8%
45 JHEM 0.48% 17,907,902 $523M $29.19 $15M -1,123,807 -5.9%
46 CM 0.48% 7,354,644 $519M $70.61 $339M +4,160,060 +130.2%
47 WMT 0.47% 5,267,866 $515M $97.78 $9M -502,302 -8.7%
48 DIS 0.47% 4,126,016 $512M $124.01 $48M -569,512 -12.1%
49 SYK 0.46% 1,271,247 $503M $395.63 $63M +88,423 +7.5%
50 JNJ 0.44% 3,130,149 $478M $152.75 -$84M -257,414 -7.6%
51 BUD 0.44% 6,901,509 $474M $68.72 $30M -322,353 -4.5%
52 DHR 0.43% 2,376,853 $470M $197.54 $78M +469,008 +24.6%
53 KLAC 0.43% 520,731 $466M $895.74 $114M +2,606 +0.5%
54 CSCO 0.43% 6,671,579 $463M $69.38 -$42M -1,508,825 -18.4%
55 WCN 0.42% 2,443,177 $454M $185.95 -$14M +52,615 +2.2%
56 NFLX 0.40% 327,339 $438M $1,339.13 $127M -6,531 -2.0%
57 MA 0.39% 758,559 $426M $561.93 $71M +111,314 +17.2%
58 ABT 0.35% 2,807,844 $382M $136.01 -$11M -155,312 -5.2%
59 AEM 0.35% 3,215,919 $381M $118.61 -$13M -411,856 -11.3%
60 GIB 0.35% 3,636,386 $380M $104.47 $19M +36,792 +1.0%
61 XOM 0.35% 3,506,254 $378M $107.80 -$54M -125,003 -3.4%
62 BMO 0.34% 3,349,980 $369M $110.24 -$214M -2,730,133 -44.9%
63 AZO 0.34% 99,046 $368M $3,712.23 $35M +11,774 +13.5%
64 IVV 0.34% 585,855 $364M $620.89 $219M +328,490 +127.6%
65 PM 0.33% 1,974,016 $360M $182.13 $43M -21,815 -1.1%
66 VYM 0.33% 2,683,539 $358M $133.31 $52M +314,494 +13.3%
67 STN 0.33% 3,287,695 $356M $108.24 -$3M -1,021,487 -23.7%
68 VCSH 0.32% 4,410,956 $351M $79.50 $136M +1,688,808 +62.0%
69 BAC 0.32% 7,399,325 $350M $47.32 $3M -915,918 -11.0%
70 CCI 0.32% 3,354,581 $345M $102.73 -$283M -2,665,536 -44.3%
71 LOW 0.32% 1,546,061 $343M $221.87 $26M +184,960 +13.6%
72 LIN 0.31% 728,434 $342M $469.17 -$53M -120,295 -14.2%
73 BKNG 0.31% 58,483 $339M $5,789.18 $150M +17,449 +42.5%
74 LMT 0.31% 730,480 $338M $463.14 $4M -16,893 -2.3%
75 CMCSA 0.31% 9,371,927 $334M $35.69 -$14M -68,811 -0.7%
76 TSM 0.30% 1,437,982 $326M $226.50 $63M -146,549 -9.2%
77 JHMD 0.30% 8,503,434 $325M $38.27 -$8M -1,038,972 -10.9%
78 ABC 0.29% 1,061,784 $318M $299.85 $57M +121,602 +12.9%
79 PG 0.29% 1,990,642 $317M $159.32 -$24M -11,860 -0.6%
80 FNV 0.29% 1,900,526 $311M $163.41 -$3M -80,246 -4.0%
81 COST 0.28% 308,997 $306M $989.94 $15M +1,648 +0.5%
82 NTR 0.28% 5,246,421 $304M $58.00 -$23M -1,308,217 -20.0%
83 MMC 0.27% 1,341,359 $293M $218.64 $111M +593,353 +79.3%
84 GILD 0.27% 2,623,932 $291M $110.87 -$14M -95,568 -3.5%
85 WPM 0.27% 3,230,338 $289M $89.54 $37M -1,818 -0.1%
86 WFC 0.27% 3,602,762 $289M $80.12 -$13M -593,515 -14.1%
87 HD 0.26% 767,020 $281M $366.64 $881K +2,090 +0.3%
88 AMGN 0.26% 1,005,582 $281M $279.21 -$51M -60,112 -5.6%
89 INTU 0.26% 355,651 $280M $787.61 $140M +127,580 +55.9%
90 WBD 0.25% 23,466,809 $269M $11.46 $4M -1,205,555 -4.9%
91 BRO 0.24% 2,344,254 $260M $110.87 -$36M -36,469 -1.5%
92 AJG 0.24% 801,588 $257M $320.12 -$49M -82,728 -9.4%
93 EBAY 0.23% 3,408,416 $254M $74.46 $17M -85,134 -2.4%
94 SYY 0.23% 3,317,234 $251M $75.74 -$46M -638,907 -16.1%
95 FHB 0.23% 10,050,904 $251M $24.96 -$6M -442,492 -4.2%
96 CI 0.23% 752,125 $249M $330.58 -$922K -6,413 -0.8%
97 MU 0.23% 2,010,415 $248M $123.25 $64M -108,108 -5.1%
98 BN 0.23% 3,988,658 $246M $61.73 -$77M -2,166,760 -35.2%
99 EMB 0.23% 2,655,422 $246M $92.62 -$10M -168,610 -6.0%
100 VRTX 0.22% 546,956 $244M $445.20 -$22M +52 +0.0%

New Positions

SymbolValue% Port
B $111M 0.10%
IWO $62M 0.06%
IYM $44M 0.04%
EMRAF $31M 0.03%
EWW $28M 0.03%
DIA $27M 0.02%
RAL $23M 0.02%
SLV $18M 0.02%
OR $14M 0.01%
VGT $13M 0.01%
CQQQ $8M 0.01%
VNET $8M 0.01%
AII $7M 0.01%
SRAD $6M 0.01%
BRK-A $5M —%

Sold Out Positions

SymbolValue% Port
AMPY —%
NRGV —%
HLLY —%
FSK —%
TG —%
LAW —%
SHEL —%
INFY —%
BXSL —%
ALTG —%
SMHI —%
CHGG —%
SMRT —%
BRCC —%
CHPT —%
View SEC EDGAR Filings for MANUFACTURERS LIFE INSURANCE COMPANY, THE →

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