Mawer Investment Management Ltd.
Institutional investor · Portfolio as of Q2 2023
Top Holdings101 positions
Aon PLC | 4.6M | $1.6B | 8.3% | $189.54 | +78.35% | 13 qtrssince 2020-Q2 | Decreased 0 |
Marsh & McLennan Cos Inc | 7.5M | $1.4B | 7.4% | $104.43 | +69.72% | 18 qtrssince 2019-Q1 | Decreased 0 |
Microsoft Corp | 3.6M | $1.2B | 6.4% | $146.57 | +126.54% | 18 qtrssince 2019-Q1 | Decreased 0 |
Amphenol Corp | 8.6M | $732.2M | 3.8% | $12.88 | +60.73% | 18 qtrssince 2019-Q1 | Decreased 0 |
FTI CONSULTING INC | 3.8M | $716M | 3.7% | $138.90 | +36.94% | 10 qtrssince 2021-Q1 | Decreased 0 |
Johnson & Johnson | 4.3M | $712.3M | 3.7% | $120.37 | +25.37% | 18 qtrssince 2019-Q1 | Decreased 0 |
Alphabet Inc | 5.6M | $672.3M | 3.5% | $64.33 | +86.29% | 18 qtrssince 2019-Q1 | Decreased 0 |
CDW Corp/DE | 3.2M | $586.4M | 3.1% | $126.07 | +39.43% | 13 qtrssince 2020-Q2 | Decreased 0 |
UnitedHealth Group Inc | 1.1M | $552.3M | 2.9% | $413.11 | +8.84% | 13 qtrssince 2020-Q2 | Decreased 0 |
Visa Inc | 2.3M | $545M | 2.9% | $156.43 | +48.11% | 18 qtrssince 2019-Q1 | Decreased 0 |
Intercontinental Exchange Inc | 4.6M | $522.1M | 2.7% | $85.54 | +26.89% | 18 qtrssince 2019-Q1 | Decreased 0 |
Amazon.com Inc | 3.7M | $486.8M | 2.5% | $127.93 | +1.90% | 18 qtrssince 2019-Q1 | Decreased 0 |
INSPERITY INC. | 4.1M | $482.9M | 2.5% | $68.01 | +52.27% | 18 qtrssince 2019-Q1 | Decreased 0 |
Procter & Gamble Co/The | 3M | $448M | 2.3% | $108.59 | +28.31% | 18 qtrssince 2019-Q1 | Decreased 0 |
XP Inc | 18.6M | $435.7M | 2.3% | $13.55 | +51.54% | 3 qtrssince 2022-Q4 | Decreased 0 |
Priceline Group Inc/The | 154,146 | $416.2M | 2.2% | $88.16 | +19.68% | 18 qtrssince 2019-Q1 | Decreased 0 |
TriNet Group Inc | 4.3M | $412.6M | 2.2% | $85.97 | +7.66% | 8 qtrssince 2021-Q3 | Decreased 0 |
FedEx Corp | 1.5M | $377.8M | 2.0% | $195.86 | +21.00% | 5 qtrssince 2022-Q2 | Decreased 0 |
S&P Global Inc | 799,936 | $320.7M | 1.7% | $205.77 | +79.50% | 18 qtrssince 2019-Q1 | Decreased 0 |
FleetCor Technologies Inc | 1.1M | $286.6M | 1.5% | — | — | 12 qtrssince 2020-Q3 | Decreased 0 |
Mawer Investment Management Ltd. manages $19.1B across 101 positions as of Q2 2023. Top holdings: AON (8.3%), MRSH (7.4%), MSFT (6.4%). Fund DNA: Steady Compounder. HoldingsIntel Score: 3/5.0.
Added 2 new positions, exited 4, increased 30, trimmed 67. No standout high-conviction moves this quarter. Portfolio: $19.1B across 101 positions.
Top holdings by portfolio weight
Portfolio allocation by GICS sector
Behavioral investing profile
Position Outcomes
Best and worst performing positions by estimated return
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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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