Mawer Investment Management Ltd.
Institutional investor · Portfolio as of Q3 2022
Top Holdings106 positions
Aon PLC | 5.3M | $1.4B | 8.5% | $189.54 | +37.63% | 10 qtrssince 2020-Q2 | Decreased 0 |
Marsh & McLennan Cos Inc | 7.6M | $1.1B | 6.8% | $102.76 | +35.45% | 15 qtrssince 2019-Q1 | Decreased 0 |
Alphabet Inc | 9.4M | $900M | 5.5% | $64.33 | +48.07% | 15 qtrssince 2019-Q1 | Increased 100 |
Microsoft Corp | 3.7M | $850.9M | 5.2% | $143.51 | +57.05% | 15 qtrssince 2019-Q1 | Decreased 0 |
FTI CONSULTING INC | 4.4M | $722.7M | 4.4% | $138.84 | +19.36% | 7 qtrssince 2021-Q1 | Decreased 0 |
Johnson & Johnson | 4.2M | $689.2M | 4.2% | $118.91 | +22.63% | 15 qtrssince 2019-Q1 | Decreased 0 |
Intercontinental Exchange Inc | 7M | $633.5M | 3.8% | $85.54 | +0.20% | 15 qtrssince 2019-Q1 | Decreased 0 |
CDW Corp/DE | 3.8M | $594.6M | 3.6% | $126.07 | +17.47% | 10 qtrssince 2020-Q2 | Decreased 0 |
Amphenol Corp | 8.6M | $577.3M | 3.5% | $12.69 | +27.49% | 15 qtrssince 2019-Q1 | Decreased 0 |
UnitedHealth Group Inc | 1.1M | $577.1M | 3.5% | $410.46 | +13.87% | 10 qtrssince 2020-Q2 | Decreased 0 |
INSPERITY INC. | 4.6M | $469.7M | 2.8% | $68.01 | +28.94% | 15 qtrssince 2019-Q1 | Decreased 0 |
Visa Inc | 2.5M | $436.7M | 2.6% | $156.39 | +10.14% | 15 qtrssince 2019-Q1 | Decreased 0 |
Amazon.com Inc | 3.8M | $425.8M | 2.6% | $128.43 | -12.01% | 15 qtrssince 2019-Q1 | Decreased 0 |
Procter & Gamble Co/The | 3M | $377M | 2.3% | $107.71 | +5.54% | 15 qtrssince 2019-Q1 | Decreased 0 |
AMETEK Inc | 3.2M | $358.3M | 2.2% | $85.52 | +29.42% | 15 qtrssince 2019-Q1 | Decreased 0 |
Priceline Group Inc/The | 177,386 | $291.5M | 1.8% | $88.16 | -27.17% | 15 qtrssince 2019-Q1 | Decreased 0 |
Intuit Inc | 718,904 | $278.4M | 1.7% | $316.86 | +22.32% | 15 qtrssince 2019-Q1 | Decreased 0 |
FleetCor Technologies Inc | 1.5M | $270.4M | 1.6% | — | — | 9 qtrssince 2020-Q3 | Decreased 0 |
ORGANON & CO | 10.8M | $252.7M | 1.5% | $28.97 | -31.44% | 3 qtrssince 2022-Q1 | Decreased 0 |
DUN & BRADSTREET HLDGS INC | 20M | $248.3M | 1.5% | — | — | 4 qtrssince 2021-Q4 | Decreased 0 |
Mawer Investment Management Ltd. manages $16.5B across 106 positions as of Q3 2022. Top holdings: AON (8.5%), MRSH (6.8%), GOOG (5.5%). Fund DNA: Steady Compounder. HoldingsIntel Score: 3/5.0.
Added 4 new positions, exited 3, increased 50, trimmed 49. Top move: GOOG (INCREASED, conviction 100). Portfolio: $16.5B across 106 positions.
Top holdings by portfolio weight
Portfolio allocation by GICS sector
Behavioral investing profile
Position Outcomes
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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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