Mawer Investment Management Ltd.
Institutional investor · Portfolio as of Q1 2024
Top Holdings105 positions
Stock | Shares | Value | Weight | Avg Buy | Est. P&L | Held | Conviction |
|---|---|---|---|---|---|---|---|
MARSH & MCLENNAN COS | 7.1M | $1.5B | 6.8% | $105.03 | +87.92% | 21 qtrssince 2019-Q1 | Decreased 0 |
AON PLC | 4.4M | $1.5B | 6.7% | $189.54 | +73.45% | 16 qtrssince 2020-Q2 | Decreased 0 |
MICROSOFT CORP | 3.3M | $1.4B | 6.5% | $147.67 | +181.24% | 21 qtrssince 2019-Q1 | Decreased 0 |
UNITEDHEALTH GROUP INC | 2.2M | $1.1B | 5.0% | $451.53 | +5.69% | 16 qtrssince 2020-Q2 | Increased 62 |
AMPHENOL CORP-CL A | 8.2M | $943.5M | 4.4% | $28.91 | +96.06% | 21 qtrssince 2019-Q1 | Increased 58 |
ALPHABET INC-CL C | 6.2M | $937.1M | 4.3% | $104.46 | +44.68% | 21 qtrssince 2019-Q1 | Increased 69 |
FTI CONSULTING INC | 3.8M | $801.2M | 3.7% | $142.05 | +48.04% | 13 qtrssince 2021-Q1 | Increased 61 |
CDW CORP/DE | 3.1M | $793.4M | 3.7% | $127.15 | +94.30% | 16 qtrssince 2020-Q2 | Increased 59 |
BOOKING HOLDINGS INC | 193,515 | $702M | 3.3% | $100.60 | +41.61% | 21 qtrssince 2019-Q1 | Increased 73 |
FEDEX CORP | 2.3M | $654.4M | 3.0% | $222.69 | +25.18% | 8 qtrssince 2022-Q2 | Increased 78 |
INTERCONTINENTALEXCHANGE GRO COM | 4.7M | $645.4M | 3.0% | $87.87 | +53.27% | 21 qtrssince 2019-Q1 | Increased 54 |
AMAZON.COM INC | 3.6M | $643M | 3.0% | $110.08 | +63.87% | 21 qtrssince 2019-Q1 | Decreased 0 |
VISA INC-CLASS A SHARES | 2.2M | $622.3M | 2.9% | $156.43 | +75.08% | 21 qtrssince 2019-Q1 | Decreased 0 |
TRINET GROUP INC | 4.2M | $553.5M | 2.6% | $85.97 | +50.49% | 11 qtrssince 2021-Q3 | Decreased 0 |
INSPERITY INC | 5M | $547.1M | 2.5% | $78.44 | +31.03% | 21 qtrssince 2019-Q1 | Increased 63 |
XP INC | 18.7M | $480.4M | 2.2% | $13.87 | +74.32% | 6 qtrssince 2022-Q4 | Increased 55 |
JOHNSON & JOHNSON | 3M | $470.5M | 2.2% | $122.64 | +22.23% | 21 qtrssince 2019-Q1 | Decreased 0 |
PROCTER & GAMBLE CO/THE | 2.8M | $455.1M | 2.1% | $108.73 | +39.63% | 21 qtrssince 2019-Q1 | Increased 54 |
FLEETCOR TECHNOLOGIES INC | 1.2M | $359.4M | 1.7% | $308.54 | 0.00% | 1 qtr | New 71 |
SHELL PLC-ADR | 5.1M | $341.8M | 1.6% | $47.08 | +29.20% | 7 qtrssince 2022-Q3 | Decreased 0 |
Mawer Investment Management Ltd. manages $21.6B across 105 positions as of Q1 2024. Top holdings: MRSH (6.8%), AON (6.7%), MSFT (6.5%). Fund DNA: Steady Compounder. HoldingsIntel Rating: 3/5.0.
Active quarter - 8 new positions, 10 exits, 51 increased. Top move: FDX (INCREASED, conviction 78). Portfolio: $21.6B across 105 positions.
Top holdings by portfolio weight
Portfolio allocation by GICS sector
Behavioral investing profile
Position Outcomes
Best and worst performing positions by estimated return
Top Winners
Top Losers
Cost basis estimates based on full filing history using quarter-end prices. Actual transaction prices are not disclosed in 13F filings.
Similar Funds
Funds with similar investing DNA
Explore More
Accumulation Streaks
Positions with 2+ consecutive quarters of increases - persistent directional conviction.
Continue exploring
Data sourced from SEC EDGAR 13F filings. Not financial advice. Full disclaimer