Mawer Investment Management Ltd.
Institutional investor · Portfolio as of Q1 2020
Top Holdings90 positions
Stock | Shares | Value | Weight | Avg Buy | Est. P&L | Held | Conviction |
|---|---|---|---|---|---|---|---|
AON PLC | 5.4M | $885M | 8.1% | $161.92 | +114.44% | 5 qtrssince 2019-Q1 | Decreased 0 |
NOVARTIS AG-SPONSORED ADR | 7.7M | $636.6M | 5.9% | $68.21 | -1.35% | 5 qtrssince 2019-Q1 | Increased 76 |
MICROSOFT CORP | 4M | $633.3M | 5.8% | $124.36 | +22.67% | 5 qtrssince 2019-Q1 | Increased 72 |
ALPHABET INC-CL C | 426,470 | $496.7M | 4.6% | $58.25 | -2.29% | 5 qtrssince 2019-Q1 | Increased 59 |
VISA INC-CLASS A SHARES | 3M | $488.3M | 4.5% | $150.35 | +2.25% | 5 qtrssince 2019-Q1 | Increased 58 |
JOHNSON & JOHNSON | 3.3M | $431.8M | 4.0% | $115.16 | -1.82% | 5 qtrssince 2019-Q1 | Increased 76 |
S&P GLOBAL INC | 1.6M | $388.6M | 3.6% | $202.12 | +16.52% | 5 qtrssince 2019-Q1 | Increased 57 |
MARSH & MCLENNAN COS | 4.3M | $370.1M | 3.4% | $84.85 | -8.08% | 5 qtrssince 2019-Q1 | Increased 63 |
AMAZON.COM INC | 170,740 | $332.9M | 3.1% | $96.52 | +1.75% | 5 qtrssince 2019-Q1 | Increased 92 |
INTERCONTINENTALEXCHANGE GRO COM | 4M | $322.2M | 3.0% | $76.73 | +1.53% | 5 qtrssince 2019-Q1 | Increased 86 |
ACCENTURE PLC-CL A | 1.7M | $283.9M | 2.6% | $177.46 | -12.00% | 3 qtrssince 2019-Q3 | Increased 79 |
VERIZON COMMUNICATIONS INC | 5.2M | $281.5M | 2.6% | $40.12 | -3.73% | 5 qtrssince 2019-Q1 | Increased 56 |
BAXTER INTERNATIONAL INC | 3.3M | $271.2M | 2.5% | $72.01 | +1.68% | 5 qtrssince 2019-Q1 | Increased 53 |
AMETEK INC | 3.6M | $257.7M | 2.4% | $80.22 | -13.83% | 5 qtrssince 2019-Q1 | Increased 54 |
JPMORGAN CHASE & CO | 2.8M | $252.8M | 2.3% | $85.14 | -6.75% | 5 qtrssince 2019-Q1 | Decreased 0 |
VERISK ANALYTICS INC | 1.8M | $250.2M | 2.3% | $127.92 | +10.70% | 5 qtrssince 2019-Q1 | Decreased 0 |
UNION PACIFIC CORP | 1.7M | $239.8M | 2.2% | $144.43 | -14.53% | 5 qtrssince 2019-Q1 | Decreased 0 |
COMCAST CORP-CLASS A | 6.8M | $233.9M | 2.2% | $31.24 | -10.05% | 5 qtrssince 2019-Q1 | Increased 54 |
| 1.2M | $203.5M | 1.9% | $162.55 | +0.28% | 5 qtrssince 2019-Q1 | Increased 48 | |
AMPHENOL CORP-CL A | 2.8M | $200.7M | 1.8% | $22.02 | -21.82% | 5 qtrssince 2019-Q1 | Increased 51 |
Mawer Investment Management Ltd. manages $10.9B across 90 positions as of Q1 2020. Top holdings: AON (8.1%), NVS (5.9%), MSFT (5.8%). Fund DNA: Steady Compounder. HoldingsIntel Rating: 3/5.0.
Active quarter - 9 new positions, 14 exits, 47 increased. Top move: AMZN (INCREASED, conviction 92). Portfolio: $10.9B across 90 positions.
Top holdings by portfolio weight
Portfolio allocation by GICS sector
Behavioral investing profile
Position Outcomes
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Cost basis estimates based on full filing history using quarter-end prices. Actual transaction prices are not disclosed in 13F filings.
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Data sourced from SEC EDGAR 13F filings. Not financial advice. Full disclaimer