Mawer Investment Management Ltd.
Institutional investor · Portfolio as of Q2 2019
Top Holdings110 positions
Stock | Shares | Value | Weight | Avg Buy | Est. P&L | Held | Conviction |
|---|---|---|---|---|---|---|---|
AON PLC | 5.9M | $1.1B | 7.4% | $161.81 | +13.33% | 2 qtrssince 2019-Q1 | Decreased 0 |
NOVARTIS AG-SPONSORED ADR | 5.8M | $530.9M | 3.4% | $68.39 | +5.84% | 2 qtrssince 2019-Q1 | Increased 59 |
VISA INC-CLASS A SHARES | 2.9M | $496.8M | 3.2% | $148.80 | +10.78% | 2 qtrssince 2019-Q1 | Increased 60 |
ROYAL BANK OF CANADA | 6M | $477.3M | 3.1% | $57.88 | +5.96% | 2 qtrssince 2019-Q1 | Increased 59 |
JPMORGAN CHASE & CO | 4.2M | $472M | 3.1% | $83.97 | +10.65% | 2 qtrssince 2019-Q1 | Increased 61 |
| 9.7M | $466M | 3.0% | — | — | 2 qtrssince 2019-Q1 | Increased 59 | |
ALPHABET INC-CL C | 420,442 | $454.4M | 2.9% | $57.78 | -7.17% | 2 qtrssince 2019-Q1 | Increased 59 |
MICROSOFT CORP | 3M | $405.9M | 2.6% | $116.61 | +8.34% | 2 qtrssince 2019-Q1 | Increased 77 |
BECTON DICKINSON AND CO | 1.4M | $351.6M | 2.3% | $170.53 | +1.20% | 2 qtrssince 2019-Q1 | Increased 55 |
TORONTO-DOMINION BANK | 6M | $349.1M | 2.3% | $40.66 | +8.51% | 2 qtrssince 2019-Q1 | Decreased 0 |
S&P GLOBAL INC | 1.5M | $345.7M | 2.2% | $198.90 | +8.48% | 2 qtrssince 2019-Q1 | Decreased 0 |
TELUS CORPORATION | 9.2M | $340.4M | 2.2% | $13.26 | -26.40% | 2 qtrssince 2019-Q1 | Increased 53 |
MARSH & MCLENNAN COS | 3.3M | $332.5M | 2.2% | $83.58 | +6.24% | 2 qtrssince 2019-Q1 | Increased 57 |
| 1.3M | $316.6M | 2.0% | — | — | — | Decreased 0 | |
UNION PACIFIC CORP | 1.9M | $315.9M | 2.0% | $144.23 | +1.45% | 2 qtrssince 2019-Q1 | Increased 61 |
AMETEK INC | 3.2M | $293.7M | 1.9% | $79.68 | +8.85% | 2 qtrssince 2019-Q1 | Increased 53 |
JOHNSON & JOHNSON | 2.1M | $290.8M | 1.9% | $115.61 | +0.30% | 2 qtrssince 2019-Q1 | Increased 52 |
VERISK ANALYTICS INC | 2M | $289.2M | 1.9% | $127.92 | +9.83% | 2 qtrssince 2019-Q1 | Increased 51 |
COMCAST CORP-CLASS A | 6.7M | $282.8M | 1.8% | $31.33 | +5.35% | 2 qtrssince 2019-Q1 | Increased 57 |
SUNCOR ENERGY INC | 8.5M | $266.2M | 1.7% | $24.79 | -2.73% | 2 qtrssince 2019-Q1 | Increased 53 |
Mawer Investment Management Ltd. manages $15.5B across 110 positions as of Q2 2019. Top holdings: AON (7.4%), NVS (3.4%), V (3.2%). Fund DNA: Steady Compounder. HoldingsIntel Rating: 3/5.0.
Active quarter - 7 new positions, 0 exits, 68 increased. Top move: MSFT (INCREASED, conviction 77). Portfolio: $15.5B across 110 positions.
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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