Mawer Investment Management Ltd.
Institutional investor · Portfolio as of Q3 2023
Top Holdings104 positions
Stock | Shares | Value | Weight | Avg Buy | Est. P&L | Held | Conviction |
|---|---|---|---|---|---|---|---|
AON PLC | 4.5M | $1.5B | 7.8% | $189.54 | +67.84% | 14 qtrssince 2020-Q2 | Decreased 0 |
MARSH & MCLENNAN COS | 7.2M | $1.4B | 7.4% | $105.03 | +72.36% | 19 qtrssince 2019-Q1 | Decreased 0 |
MICROSOFT CORP | 3.4M | $1.1B | 5.8% | $147.67 | +110.25% | 19 qtrssince 2019-Q1 | Decreased 0 |
UNITEDHEALTH GROUP INC | 2M | $1B | 5.4% | $448.98 | +7.54% | 14 qtrssince 2020-Q2 | Increased 94 |
AMPHENOL CORP-CL A | 8.4M | $707.8M | 3.8% | $28.90 | +42.20% | 19 qtrssince 2019-Q1 | Decreased 0 |
ALPHABET INC-CL C | 5.3M | $700M | 3.7% | $95.64 | +36.84% | 19 qtrssince 2019-Q1 | Decreased 0 |
FTI CONSULTING INC | 3.7M | $656.9M | 3.5% | $139.26 | +28.11% | 11 qtrssince 2021-Q1 | Decreased 0 |
CDW CORP/DE | 3.1M | $630.9M | 3.4% | $126.17 | +55.31% | 14 qtrssince 2020-Q2 | Decreased 0 |
JOHNSON & JOHNSON | 3.4M | $524.9M | 2.8% | $122.64 | +18.49% | 19 qtrssince 2019-Q1 | Decreased 0 |
VISA INC-CLASS A SHARES | 2.3M | $518.6M | 2.8% | $156.43 | +43.72% | 19 qtrssince 2019-Q1 | Decreased 0 |
INTERCONTINENTALEXCHANGE GRO COM | 4.7M | $513.7M | 2.7% | $87.58 | +22.27% | 19 qtrssince 2019-Q1 | Increased 54 |
TRINET GROUP INC | 4.2M | $493.6M | 2.6% | $85.97 | +32.05% | 9 qtrssince 2021-Q3 | Decreased 0 |
BOOKING HOLDINGS INC | 151,522 | $467.3M | 2.5% | $88.60 | +36.68% | 19 qtrssince 2019-Q1 | Decreased 0 |
AMAZON.COM INC | 3.6M | $462M | 2.5% | $110.08 | +15.48% | 19 qtrssince 2019-Q1 | Decreased 0 |
PROCTER & GAMBLE CO/THE | 2.9M | $421.6M | 2.3% | $108.59 | +24.12% | 19 qtrssince 2019-Q1 | Decreased 0 |
XP INC | 18.2M | $420.4M | 2.2% | $13.55 | +55.30% | 4 qtrssince 2022-Q4 | Decreased 0 |
FEDEX CORP | 1.5M | $395M | 2.1% | $195.86 | +28.86% | 6 qtrssince 2022-Q2 | Decreased 0 |
INSPERITY INC | 4M | $389M | 2.1% | $71.94 | +25.83% | 19 qtrssince 2019-Q1 | Decreased 0 |
FLEETCOR TECHNOLOGIES INC | 1.1M | $287M | 1.5% | — | — | 13 qtrssince 2020-Q3 | Decreased 0 |
SHELL PLC-ADR | 4.4M | $285.9M | 1.5% | $44.70 | +27.98% | 5 qtrssince 2022-Q3 | Decreased 0 |
Mawer Investment Management Ltd. manages $18.7B across 104 positions as of Q3 2023. Top holdings: AON (7.8%), MRSH (7.4%), MSFT (5.8%). Fund DNA: Momentum Trader. HoldingsIntel Rating: 2/5.0.
Added 5 new positions, exited 2, increased 30, trimmed 65. Top move: UNH (INCREASED, conviction 94). Portfolio: $18.7B across 104 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