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Asset Manager ← All Institutions

MANUFACTURERS LIFE INSURANCE COMPANY, THE

Q3 2025 · Filed 2025-11-14
Market Value
$118.0B
+8.7%
Holdings
2,859
-22
New Purchases
97
Added To
766
Closed
104
Reduced
1,874
Top 10 Concentration
22.5%
Turnover
7.0%

Top Buys (by % of Portfolio)

SymbolCur %Prior %Chg %Value
SPY 0.69% 0.00% +0.69% $817M
RY 1.45% 0.96% +0.50% $1.7B
SHOP 1.02% 0.58% +0.44% $1.2B
BDX 0.41% 0.05% +0.36% $482M
TSM 0.58% 0.30% +0.28% $681M
ENB 0.94% 0.67% +0.28% $1.1B
BN 0.49% 0.23% +0.26% $580M
GOOGL 2.70% 2.45% +0.25% $3.2B
AEM 0.58% 0.35% +0.23% $690M
TSLA 0.91% 0.68% +0.23% $1.1B
META 1.43% 1.21% +0.22% $1.7B
AMBC 0.20% 0.00% +0.20% $232M
OTEX 0.30% 0.11% +0.19% $359M
UNH 0.76% 0.57% +0.19% $896M
GEHC 0.24% 0.06% +0.17% $280M

Top Sells (by % of Portfolio)

SymbolCur %Prior %Chg %Value
CNI 0.32% 0.64% -0.32% $382M
LNG 0.92% 1.16% -0.24% $1.1B
GIB 0.11% 0.35% -0.24% $132M
WDAY 0.54% 0.78% -0.24% $640M
BUD 0.20% 0.44% -0.23% $239M
WBD 0.02% 0.25% -0.22% $29M
CRM 0.53% 0.74% -0.21% $622M
CSCO 0.22% 0.43% -0.21% $255M
ADI 0.50% 0.71% -0.21% $593M
AMZN 3.11% 3.29% -0.19% $3.7B
DIS 0.29% 0.47% -0.18% $342M
BKLN 0.01% 0.18% -0.17% $10M
V 0.51% 0.67% -0.17% $598M
INTU 0.10% 0.26% -0.16% $118M
STN 0.17% 0.33% -0.16% $201M

Sector Allocation Over Time

Market Cap Concentration

TierHoldingsValueWeight
Mega Cap 73 $47.7B 40.5%
Large Cap 821 $57.3B 48.6%
Mid Cap 993 $9.5B 8.0%
Small Cap 834 $3.0B 2.5%
Micro Cap 138 $476M 0.4%

Portfolio Analytics

Avg Market Cap
$35.7B
Median Market Cap
$4.1B
Avg P/E
33.1
Median P/E
21.0
Avg Dividend Yield
0.02%
Avg Beta
1.09
# Stocks
2,725
# ETFs / Funds
134

Top Holdings (2,859 total)

# Symbol % Port Shares Value Avg Price Q/Q Value Chg Share Chg Chg % Status
1 MSFT 4.28% 9,749,172 $5.0B $517.95 $513M +629,512 +6.9%
2 NVDA 3.29% 20,823,976 $3.9B $186.57 $422M -1,099,178 -5.0%
3 AMZN 3.11% 16,704,669 $3.7B $219.57 $91M +399,696 +2.5%
4 AAPL 2.93% 13,596,995 $3.5B $254.63 $307M -1,781,392 -11.6%
5 GOOGL 2.70% 13,115,972 $3.2B $243.10 $528M -1,981,735 -13.1%
6 RY 1.45% 11,634,537 $1.7B $147.42 $677M +3,716,137 +46.9%
7 META 1.43% 2,302,654 $1.7B $734.39 $379M +525,459 +29.6%
8 AVGO 1.25% 4,455,550 $1.5B $329.91 $165M -279,496 -5.9%
9 TD 1.04% 15,385,774 $1.2B $79.98 $220M +1,570,068 +11.4%
10 SHOP 1.02% 8,108,074 $1.2B $148.60 $574M +2,619,512 +47.7%
11 LLY 1.02% 1,573,179 $1.2B $762.99 -$5M +26,701 +1.7%
12 ENB 0.94% 22,062,671 $1.1B $50.46 $388M +5,995,783 +37.3%
13 LNG 0.92% 4,634,164 $1.1B $234.98 -$173M -549,634 -10.6%
14 TSLA 0.91% 2,404,886 $1.1B $444.72 $335M +91,795 +4.0%
15 BND 0.86% 13,592,084 $1.0B $74.37 $44M +460,751 +3.5%
16 CNQ 0.82% 30,329,005 $970M $31.98 $115M +2,969,228 +10.8%
17 SU 0.80% 22,601,583 $946M $41.85 $166M +1,689,981 +8.1%
18 UNH 0.76% 2,594,140 $896M $345.30 $277M +609,769 +30.7%
19 TMO 0.73% 1,782,525 $865M $485.02 -$65M -510,739 -22.3%
20 BRK-B 0.73% 1,718,966 $864M $502.74 -$38M -139,133 -7.5%
21 VOO 0.72% 1,381,021 $846M $612.38 $137M +133,434 +10.7%
22 LEN 0.70% 6,547,476 $825M $126.04 $91M -88,965 -1.3%
23 KKR 0.70% 6,340,294 $824M $129.95 -$80M -452,803 -6.7%
24 SPY 0.69% 1,226,978 $817M $666.18 $814M +1,220,726 +19525.4%
25 JPM 0.69% 2,587,313 $816M $315.43 $61M -17,323 -0.7%
26 URI 0.69% 849,738 $811M $954.66 $205M +44,987 +5.6%
27 GOOG 0.68% 3,276,374 $798M $243.55 $212M -26,472 -0.8%
28 ORCL 0.66% 2,761,631 $777M $281.24 -$46M -1,003,431 -26.6%
29 MCK 0.66% 1,000,687 $773M $772.54 $158M +160,997 +19.2%
30 ANTM 0.61% 2,213,870 $715M $323.12 -$92M +137,202 +6.6%
31 HOLX 0.60% 10,450,448 $705M $67.49 -$13M -572,007 -5.2%
32 VEA 0.59% 11,616,839 $696M $59.92 $111M +1,346,608 +13.1%
33 AEM 0.58% 4,094,383 $690M $168.48 $308M +878,464 +27.3%
34 ABBV 0.58% 2,955,146 $684M $231.54 $143M +38,821 +1.3%
35 JNJ 0.58% 3,676,132 $682M $185.42 $203M +545,983 +17.4%
36 TSM 0.58% 2,439,541 $681M $279.28 $356M +1,001,559 +69.7%
37 WDAY 0.54% 2,656,544 $640M $240.73 -$207M -872,415 -24.7%
38 GS 0.54% 801,294 $638M $796.35 $23M -68,426 -7.9%
39 CRM 0.53% 2,624,625 $622M $237.00 -$181M -321,036 -10.9%
40 TXN 0.52% 3,369,534 $619M $183.73 -$54M +128,679 +4.0%
41 V 0.51% 1,750,650 $598M $341.38 -$132M -305,362 -14.8%
42 MS 0.51% 3,757,627 $597M $158.96 -$60M -909,423 -19.5%
43 ADBE 0.51% 1,689,699 $596M $352.75 -$73M -39,270 -2.3%
44 ADI 0.50% 2,413,322 $593M $245.70 -$178M -824,943 -25.5%
45 BN 0.49% 8,449,426 $580M $68.62 $334M +4,460,768 +111.8%
46 CM 0.49% 7,177,016 $574M $79.93 $54M -177,628 -2.4%
47 KLAC 0.47% 514,942 $555M $1,078.60 $89M -5,789 -1.1%
48 DHR 0.45% 2,706,060 $536M $198.26 $67M +329,207 +13.8%
49 JHEM 0.45% 16,820,312 $532M $31.65 $10M -1,087,590 -6.1%
50 WMT 0.45% 5,112,216 $527M $103.06 $12M -155,650 -3.0%
51 MDT 0.42% 5,259,101 $501M $95.24 -$36M -896,709 -14.6%
52 WCN 0.42% 2,791,100 $491M $175.84 $36M +347,923 +14.2%
53 BDX 0.41% 2,577,767 $482M $187.17 $427M +2,258,179 +706.6%
54 SLF 0.41% 7,968,948 $479M $60.06 -$74M -386,550 -4.6%
55 SYK 0.40% 1,274,149 $471M $369.67 -$32M +2,902 +0.2%
56 NDAQ 0.38% 5,068,276 $448M $88.45 -$98M -1,038,781 -17.0%
57 WPM 0.38% 3,984,041 $446M $111.91 $157M +753,703 +23.3%
58 IVV 0.37% 653,313 $437M $669.29 $74M +67,458 +11.5%
59 NFLX 0.36% 355,277 $426M $1,198.92 -$12M +27,938 +8.5%
60 VCSH 0.34% 4,975,470 $398M $79.93 $47M +564,514 +12.8%
61 BAC 0.34% 7,707,663 $398M $51.59 $48M +308,338 +4.2%
62 ABT 0.34% 2,963,565 $397M $133.94 $15M +155,721 +5.5%
63 PBA 0.33% 9,734,305 $394M $40.44 $201M +4,564,641 +88.3%
64 LOW 0.33% 1,546,776 $389M $251.31 $46M +715 +0.1%
65 CNI 0.32% 4,052,784 $382M $94.32 -$313M -2,652,895 -39.6%
66 BMO 0.32% 2,921,827 $381M $130.34 $12M -428,153 -12.8%
67 XOM 0.32% 3,356,939 $378M $112.75 $519K -149,315 -4.3%
68 VYM 0.31% 2,634,422 $371M $140.95 $14M -49,117 -1.8%
69 MA 0.31% 643,114 $366M $568.81 -$60M -115,445 -15.2%
70 ABC 0.31% 1,167,745 $365M $312.53 $47M +105,961 +10.0%
71 OTEX 0.30% 9,612,100 $359M $37.38 $235M +5,336,769 +124.8%
72 BNS 0.30% 5,464,175 $353M $64.68 $175M +2,216,941 +68.3%
73 IVW 0.30% 2,908,525 $351M $120.72 $163M +1,199,530 +70.2%
74 DIS 0.29% 2,988,633 $342M $114.50 -$169M -1,137,383 -27.6%
75 JHMD 0.29% 8,504,241 $340M $39.98 $15M +807 +0.0%
76 LMT 0.29% 674,434 $337M $499.21 -$2M -56,046 -7.7%
77 SPLG 0.28% 4,145,679 $325M $78.34 $116M +1,274,356 +44.4%
78 FNV 0.27% 1,431,992 $319M $222.63 $8M -468,534 -24.6%
79 HD 0.26% 769,241 $312M $405.19 $30M +2,221 +0.3%
80 PG 0.26% 1,988,489 $306M $153.65 -$12M -2,153 -0.1%
81 WFC 0.25% 3,452,763 $289M $83.82 $758K -149,999 -4.2%
82 B 0.24% 8,566,786 $281M $32.83 $170M +3,212,093 +60.0%
83 NTR 0.24% 4,772,722 $280M $58.74 -$24M -473,699 -9.0%
84 GEHC 0.24% 3,722,918 $280M $75.10 $209M +2,774,403 +292.5%
85 PLTR 0.24% 1,527,697 $279M $182.42 $103M +237,162 +18.4%
86 CMCSA 0.24% 8,835,027 $278M $31.42 -$57M -536,900 -5.7%
87 ACN 0.23% 1,111,056 $274M $246.60 $94M +509,550 +84.7%
88 GE 0.23% 897,469 $270M $300.82 $50M +41,645 +4.9%
89 KGC 0.22% 10,663,671 $265M $24.82 $183M +5,409,207 +102.9%
90 UBER 0.22% 2,696,254 $264M $97.97 $39M +279,653 +11.6%
91 AMGN 0.22% 931,756 $263M $282.20 -$18M -73,826 -7.3%
92 UNP 0.22% 1,112,062 $263M $236.37 $173M +719,657 +183.4%
93 GIL 0.22% 4,544,092 $263M $57.78 $82M +865,641 +23.5%
94 BKNG 0.22% 48,272 $261M $5,399.32 -$78M -10,211 -17.5%
95 COST 0.22% 278,786 $258M $925.63 -$48M -30,211 -9.8%
96 TRP 0.22% 4,693,371 $255M $54.38 $173M +3,009,874 +178.8%
97 CSCO 0.22% 3,727,009 $255M $68.42 -$208M -2,944,570 -44.1%
98 LVS 0.21% 4,678,631 $252M $53.79 $32M -380,946 -7.5%
99 PM 0.21% 1,537,328 $249M $162.20 -$110M -436,688 -22.1%
100 CLS 0.21% 1,011,790 $249M $246.17 $105M +86,489 +9.3%

New Positions

SymbolValue% Port
JHLN $155M 0.13%
IYC $127M 0.11%
IJH $61M 0.05%
IYH $55M 0.05%
KOF $15M 0.01%
GLOB $12M 0.01%
AVBH $11M 0.01%
EWC $9M 0.01%
XLY $8M 0.01%
CHMG $7M 0.01%
VNOM $4M —%
ZEPP $4M —%
PSKY $4M —%
EPP $4M —%
NVMI $3M —%

Sold Out Positions

SymbolValue% Port
HRTG —%
KOP —%
SMBK —%
OOMA —%
KFRC —%
ASIX —%
IBTA —%
EE —%
SID —%
BXC —%
GNE —%
OXM —%
SSB —%
BYRN —%
WDS —%
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