Mawer Investment Management Ltd.
Institutional investor · Portfolio as of Q3 2019
Top Holdings91 positions
Stock | Shares | Value | Weight | Avg Buy | Est. P&L | Held | Conviction |
|---|---|---|---|---|---|---|---|
AON PLC | 5.8M | $1.1B | 10.2% | $161.81 | +13.87% | 3 qtrssince 2019-Q1 | Decreased 0 |
NOVARTIS AG-SPONSORED ADR | 6M | $520.6M | 4.8% | $68.42 | +1.27% | 3 qtrssince 2019-Q1 | Increased 59 |
JPMORGAN CHASE & CO | 4.3M | $500.5M | 4.6% | $84.08 | +17.19% | 3 qtrssince 2019-Q1 | Increased 58 |
VISA INC-CLASS A SHARES | 2.8M | $486.9M | 4.5% | $148.80 | +9.95% | 3 qtrssince 2019-Q1 | Decreased 0 |
ALPHABET INC-CL C | 393,984 | $480.3M | 4.4% | $57.78 | +5.22% | 3 qtrssince 2019-Q1 | Decreased 0 |
MICROSOFT CORP | 3.2M | $443.7M | 4.1% | $117.31 | +11.10% | 3 qtrssince 2019-Q1 | Increased 60 |
S&P GLOBAL INC | 1.5M | $366.7M | 3.4% | $198.90 | +17.58% | 3 qtrssince 2019-Q1 | Decreased 0 |
BECTON DICKINSON AND CO | 1.4M | $365.8M | 3.3% | $172.83 | -0.10% | 3 qtrssince 2019-Q1 | Increased 59 |
MARSH & MCLENNAN COS | 3.4M | $340.7M | 3.1% | $83.70 | +6.88% | 3 qtrssince 2019-Q1 | Increased 58 |
UNION PACIFIC CORP | 1.9M | $307.2M | 2.8% | $144.19 | -1.77% | 3 qtrssince 2019-Q1 | Increased 54 |
AMETEK INC | 3.3M | $304.6M | 2.8% | $79.88 | +9.91% | 3 qtrssince 2019-Q1 | Increased 54 |
COMCAST CORP-CLASS A | 6.6M | $295.6M | 2.7% | $31.33 | +12.18% | 3 qtrssince 2019-Q1 | Decreased 0 |
VERISK ANALYTICS INC | 1.8M | $287.2M | 2.6% | $127.92 | +16.86% | 3 qtrssince 2019-Q1 | Decreased 0 |
JOHNSON & JOHNSON | 2.2M | $279.6M | 2.6% | $115.35 | -6.48% | 3 qtrssince 2019-Q1 | Increased 55 |
VERIZON COMMUNICATIONS INC | 4.6M | $279.2M | 2.6% | $39.99 | +4.15% | 3 qtrssince 2019-Q1 | Increased 57 |
BAXTER INTERNATIONAL INC | 3.2M | $276.3M | 2.5% | $71.89 | +5.92% | 3 qtrssince 2019-Q1 | Increased 54 |
AMPHENOL CORP-CL A | 2.5M | $242.5M | 2.2% | $22.16 | +2.28% | 3 qtrssince 2019-Q1 | Increased 55 |
| 1.1M | $219M | 2.0% | $161.44 | +8.42% | 3 qtrssince 2019-Q1 | Increased 55 | |
| 3.1M | $206.6M | 1.9% | — | — | 3 qtrssince 2019-Q1 | Decreased 0 | |
IAA INC | 4.6M | $191.8M | 1.8% | — | — | 2 qtrssince 2019-Q2 | Increased 55 |
Mawer Investment Management Ltd. manages $10.9B across 91 positions as of Q3 2019. Top holdings: AON (10.2%), NVS (4.8%), JPM (4.6%). Fund DNA: Momentum Trader. HoldingsIntel Rating: 2/5.0.
Active quarter - 5 new positions, 24 exits, 46 increased. Top move: MSFT (INCREASED, conviction 60). Portfolio: $10.9B across 91 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