Mawer Investment Management Ltd.
Institutional investor · Portfolio as of Q3 2024
Top Holdings101 positions
Stock | Shares | Value | Weight | Avg Buy | Est. P&L | Held | Conviction |
|---|---|---|---|---|---|---|---|
MARSH & MCLENNAN COS | 6.9M | $1.5B | 7.0% | $105.03 | +105.01% | 23 qtrssince 2019-Q1 | Decreased 0 |
AON PLC | 4.3M | $1.5B | 6.7% | $190.73 | +79.51% | 18 qtrssince 2020-Q2 | Decreased 0 |
MICROSOFT CORP | 3.3M | $1.4B | 6.4% | $147.67 | +187.15% | 23 qtrssince 2019-Q1 | Decreased 0 |
UNITEDHEALTH GROUP INC | 2.2M | $1.3B | 5.8% | $452.03 | +25.15% | 18 qtrssince 2020-Q2 | Decreased 0 |
ALPHABET INC-CL C | 6M | $1B | 4.6% | $104.46 | +57.44% | 23 qtrssince 2019-Q1 | Decreased 0 |
FTI CONSULTING INC | 3.9M | $891.2M | 4.1% | $144.67 | +55.74% | 15 qtrssince 2021-Q1 | Increased 60 |
AMPHENOL CORP-CL A | 13M | $847.2M | 3.9% | $46.51 | +38.24% | 23 qtrssince 2019-Q1 | Decreased 0 |
BOOKING HOLDINGS INC | 191,460 | $806.5M | 3.7% | $100.60 | +65.18% | 23 qtrssince 2019-Q1 | Decreased 0 |
CDW CORP/DE | 3.1M | $696.2M | 3.2% | $127.31 | +74.70% | 18 qtrssince 2020-Q2 | Decreased 0 |
AMAZON.COM INC | 3.5M | $647.4M | 2.9% | $110.08 | +70.77% | 23 qtrssince 2019-Q1 | Decreased 0 |
FEDEX CORP | 2.2M | $610.8M | 2.8% | $222.69 | +16.79% | 10 qtrssince 2022-Q2 | Decreased 0 |
VISA INC-CLASS A SHARES | 2.1M | $583.2M | 2.7% | $156.43 | +73.15% | 23 qtrssince 2019-Q1 | Decreased 0 |
INTERCONTINENTALEXCHANGE GRO COM | 3.2M | $514.2M | 2.3% | $87.87 | +77.99% | 23 qtrssince 2019-Q1 | Decreased 0 |
XP INC | 26.2M | $470.6M | 2.1% | $14.79 | +15.97% | 8 qtrssince 2022-Q4 | Increased 69 |
PROCTER & GAMBLE CO/THE | 2.7M | $467.1M | 2.1% | $108.73 | +50.92% | 23 qtrssince 2019-Q1 | Decreased 0 |
INSPERITY INC | 5.2M | $456.7M | 2.1% | $78.73 | +4.91% | 23 qtrssince 2019-Q1 | Increased 53 |
JOHNSON & JOHNSON | 2.5M | $405.8M | 1.8% | $122.64 | +26.68% | 23 qtrssince 2019-Q1 | Decreased 0 |
S&P GLOBAL INC | 727,540 | $375.9M | 1.7% | $218.64 | +132.38% | 23 qtrssince 2019-Q1 | Decreased 0 |
FLEETCOR TECHNOLOGIES INC | 1.2M | $366.9M | 1.7% | $308.10 | +1.02% | 3 qtrssince 2024-Q1 | Decreased 0 |
TRINET GROUP INC | 3.7M | $354.3M | 1.6% | $85.97 | +9.55% | 13 qtrssince 2021-Q3 | Decreased 0 |
Mawer Investment Management Ltd. manages $21.9B across 101 positions as of Q3 2024. Top holdings: MRSH (7.0%), AON (6.7%), MSFT (6.4%). Fund DNA: Momentum Trader. HoldingsIntel Rating: 2/5.0.
Active quarter - 2 new positions, 6 exits, 37 increased. Top move: XP (INCREASED, conviction 69). Portfolio: $21.9B across 101 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