Mawer Investment Management Ltd.
Institutional investor · Portfolio as of Q3 2021
Top Holdings110 positions
AON PLC | 6.1M | $1.7B | 8.3% | $188.43 | +46.64% | 6 qtrssince 2020-Q2 | Increased 62 |
Alphabet Inc. | 491,668 | $1.3B | 6.3% | $63.40 | +108.23% | 11 qtrssince 2019-Q1 | Decreased 0 |
Microsoft Corp. | 4.4M | $1.2B | 5.9% | $143.51 | +88.53% | 11 qtrssince 2019-Q1 | Increased 65 |
Marsh & McLennan Companies, Inc. | 7.1M | $1.1B | 5.2% | $96.53 | +44.26% | 11 qtrssince 2019-Q1 | Increased 68 |
Amazon.com, Inc. | 277,061 | $910.2M | 4.4% | $127.14 | +29.19% | 11 qtrssince 2019-Q1 | Increased 78 |
Intercontinental Exchange Inc | 6.4M | $739.1M | 3.5% | $81.24 | +32.34% | 11 qtrssince 2019-Q1 | Increased 59 |
INTUIT | 1.3M | $694.6M | 3.3% | $316.86 | +67.67% | 11 qtrssince 2019-Q1 | Decreased 0 |
Johnson & Johnson | 4.3M | $686.5M | 3.3% | $118.19 | +18.84% | 11 qtrssince 2019-Q1 | Increased 61 |
Visa Inc | 3M | $661.3M | 3.2% | $156.37 | +37.15% | 11 qtrssince 2019-Q1 | Decreased 0 |
CDW Corp | 3.6M | $658.9M | 3.2% | $122.78 | +39.08% | 6 qtrssince 2020-Q2 | Increased 59 |
Amphenol Corporation | 8.8M | $647.7M | 3.1% | $12.67 | +38.21% | 11 qtrssince 2019-Q1 | Increased 62 |
Accenture PLC | 1.9M | $610.4M | 2.9% | $190.25 | +59.77% | 9 qtrssince 2019-Q3 | Decreased 0 |
S&P Global Inc | 1.4M | $581.9M | 2.8% | $202.57 | +90.21% | 11 qtrssince 2019-Q1 | Decreased 0 |
FTI Consulting, Inc. | 4.3M | $574.2M | 2.7% | $137.51 | -2.04% | 3 qtrssince 2021-Q1 | Increased 74 |
INSPERITY INC | 5M | $549.4M | 2.6% | $67.79 | +35.30% | 11 qtrssince 2019-Q1 | Increased 60 |
Booking Holdings Inc | 193,608 | $459.6M | 2.2% | $88.10 | +5.28% | 11 qtrssince 2019-Q1 | Increased 53 |
Ametek, Inc. | 3.6M | $444.1M | 2.1% | $85.52 | +40.58% | 11 qtrssince 2019-Q1 | Decreased 0 |
FLEETCOR TECHNOLOGIES INC | 1.7M | $433.5M | 2.1% | — | — | 5 qtrssince 2020-Q3 | Increased 54 |
The Procter & Gamble Co. | 3.1M | $429.7M | 2.1% | $106.58 | +15.35% | 11 qtrssince 2019-Q1 | Increased 55 |
JPMorgan Chase & Co. | 2.2M | $352.7M | 1.7% | $87.06 | +65.92% | 11 qtrssince 2019-Q1 | Decreased 0 |
Mawer Investment Management Ltd. manages $20.9B across 110 positions as of Q3 2021. Top holdings: AON (8.3%), GOOG (6.3%), MSFT (5.9%). Fund DNA: Steady Compounder. HoldingsIntel Score: 3/5.0.
Active quarter - 16 new positions, 4 exits, 50 increased. Top move: AMZN (INCREASED, conviction 78). Portfolio: $20.9B across 110 positions.
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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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