Mawer Investment Management Ltd.
Institutional investor · Portfolio as of Q3 2020
Top Holdings94 positions
Stock | Shares | Value | Weight | Avg Buy | Est. P&L | Held | Conviction |
|---|---|---|---|---|---|---|---|
AON PLC | 5.4M | $1.1B | 7.3% | $184.21 | +7.34% | 2 qtrssince 2020-Q2 | Decreased 0 |
MICROSOFT CORP | 3.7M | $766.6M | 5.0% | $124.66 | +59.11% | 7 qtrssince 2019-Q1 | Decreased 0 |
NOVARTIS AG-SPONSORED ADR | 8.5M | $740.5M | 4.8% | $68.53 | +4.35% | 7 qtrssince 2019-Q1 | Increased 62 |
MARSH & MCLENNAN COS | 5.9M | $665.2M | 4.3% | $90.04 | +15.99% | 7 qtrssince 2019-Q1 | Increased 75 |
ALPHABET INC-CL C | 437,224 | $637.2M | 4.2% | $58.59 | +24.46% | 7 qtrssince 2019-Q1 | Increased 59 |
VISA INC-CLASS A SHARES | 3.2M | $626M | 4.1% | $152.10 | +25.84% | 7 qtrssince 2019-Q1 | Increased 59 |
INTERCONTINENTALEXCHANGE GRO COM | 5.7M | $570.6M | 3.7% | $79.76 | +16.29% | 7 qtrssince 2019-Q1 | Increased 63 |
S&P GLOBAL INC | 1.5M | $533.3M | 3.5% | $204.49 | +67.13% | 7 qtrssince 2019-Q1 | Decreased 0 |
JOHNSON & JOHNSON | 3.5M | $516.3M | 3.4% | $115.63 | +9.58% | 7 qtrssince 2019-Q1 | Increased 59 |
AMAZON.COM INC | 163,156 | $513.7M | 3.4% | $97.50 | +61.27% | 7 qtrssince 2019-Q1 | Decreased 0 |
ACCENTURE PLC-CL A | 2M | $446M | 2.9% | $180.73 | +14.95% | 5 qtrssince 2019-Q3 | Increased 59 |
CME GROUP INC | 2.5M | $422.7M | 2.8% | $134.12 | +0.58% | 7 qtrssince 2019-Q1 | Increased 86 |
AMETEK INC | 3.7M | $367.3M | 2.4% | $80.89 | +19.35% | 7 qtrssince 2019-Q1 | Increased 54 |
AMPHENOL CORP-CL A | 3.1M | $337.6M | 2.2% | $22.47 | +15.19% | 7 qtrssince 2019-Q1 | Increased 58 |
VERIZON COMMUNICATIONS INC | 5.3M | $312.7M | 2.0% | $40.11 | +6.45% | 7 qtrssince 2019-Q1 | Increased 53 |
VERISK ANALYTICS INC | 1.7M | $311.6M | 2.0% | $128.11 | +39.20% | 7 qtrssince 2019-Q1 | Decreased 0 |
ALIBABA GROUP HOLDING-SP ADR | 1M | $295.1M | 1.9% | $195.94 | +34.22% | 7 qtrssince 2019-Q1 | Increased 49 |
COMCAST CORP-CLASS A | 6.4M | $292.8M | 1.9% | $31.24 | +18.53% | 7 qtrssince 2019-Q1 | Decreased 0 |
UNION PACIFIC CORP | 1.5M | $287.1M | 1.9% | $144.44 | +21.52% | 7 qtrssince 2019-Q1 | Decreased 0 |
| 1.2M | $277M | 1.8% | $163.17 | +34.72% | 7 qtrssince 2019-Q1 | Decreased 0 |
Mawer Investment Management Ltd. manages $15.3B across 94 positions as of Q3 2020. Top holdings: AON (7.3%), MSFT (5.0%), NVS (4.8%). Fund DNA: Steady Compounder. HoldingsIntel Rating: 2/5.0.
Active quarter - 6 new positions, 6 exits, 35 increased. Top move: CME (INCREASED, conviction 86). Portfolio: $15.3B across 94 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