Mawer Investment Management Ltd.
Institutional investor · Portfolio as of Q2 2022
Top Holdings105 positions
Aon PLC | 5.4M | $1.4B | 8.2% | $189.54 | +38.30% | 9 qtrssince 2020-Q2 | Decreased 0 |
Marsh & McLennan Cos Inc | 7.6M | $1.2B | 6.7% | $102.76 | +40.33% | 14 qtrssince 2019-Q1 | Decreased 0 |
Alphabet Inc | 488,672 | $1.1B | 6.1% | $64.33 | +68.43% | 14 qtrssince 2019-Q1 | Decreased 0 |
Microsoft Corp | 3.7M | $958.8M | 5.4% | $143.51 | +72.82% | 14 qtrssince 2019-Q1 | Decreased 0 |
FTI CONSULTING INC | 4.4M | $791.2M | 4.5% | $138.84 | +30.26% | 6 qtrssince 2021-Q1 | Decreased 0 |
Johnson & Johnson | 4.2M | $751.8M | 4.3% | $118.91 | +32.36% | 14 qtrssince 2019-Q1 | Decreased 0 |
Intercontinental Exchange Inc | 7.1M | $664M | 3.8% | $85.54 | +3.90% | 14 qtrssince 2019-Q1 | Decreased 0 |
UnitedHealth Group Inc | 1.2M | $615.1M | 3.5% | $410.46 | +15.45% | 9 qtrssince 2020-Q2 | Decreased 0 |
CDW Corp/DE | 3.8M | $600.8M | 3.4% | $126.07 | +18.27% | 9 qtrssince 2020-Q2 | Decreased 0 |
Amphenol Corp | 8.7M | $562.8M | 3.2% | $12.69 | +22.24% | 14 qtrssince 2019-Q1 | Decreased 0 |
Visa Inc | 2.5M | $487.2M | 2.8% | $156.39 | +21.86% | 14 qtrssince 2019-Q1 | Decreased 0 |
INSPERITY INC. | 4.6M | $463.5M | 2.6% | $68.01 | +25.49% | 14 qtrssince 2019-Q1 | Decreased 0 |
Amazon.com Inc | 4.2M | $448.9M | 2.5% | $128.43 | -17.30% | 14 qtrssince 2019-Q1 | Increased 86 |
Procter & Gamble Co/The | 3M | $432.6M | 2.5% | $107.71 | +19.43% | 14 qtrssince 2019-Q1 | Decreased 0 |
ORGANON & CO | 10.8M | $366.1M | 2.1% | $28.97 | -1.99% | 2 qtrssince 2022-Q1 | Increased 67 |
Accenture PLC | 1.3M | $353.1M | 2.0% | $190.25 | +39.36% | 12 qtrssince 2019-Q3 | Decreased 0 |
AMETEK Inc | 3.2M | $352.7M | 2.0% | $85.52 | +25.19% | 14 qtrssince 2019-Q1 | Decreased 0 |
FleetCor Technologies Inc | 1.6M | $326.2M | 1.9% | — | — | 8 qtrssince 2020-Q3 | Decreased 0 |
Priceline Group Inc/The | 179,653 | $314.2M | 1.8% | $88.16 | -22.48% | 14 qtrssince 2019-Q1 | Decreased 0 |
DUN & BRADSTREET HLDGS INC | 20.1M | $302.7M | 1.7% | — | — | 3 qtrssince 2021-Q4 | Increased 60 |
Mawer Investment Management Ltd. manages $17.6B across 105 positions as of Q2 2022. Top holdings: AON (8.2%), MRSH (6.7%), GOOG (6.1%). Fund DNA: Steady Compounder. HoldingsIntel Score: 3/5.0.
Active quarter - 2 new positions, 8 exits, 47 increased. Top move: AMZN (INCREASED, conviction 86). Portfolio: $17.6B across 105 positions.
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Portfolio allocation by GICS sector
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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
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