Mawer Investment Management Ltd.
Institutional investor · Portfolio as of Q4 2019
Top Holdings95 positions
Stock | Shares | Value | Weight | Avg Buy | Est. P&L | Held | Conviction |
|---|---|---|---|---|---|---|---|
AON PLC | 5.8M | $1.2B | 9.8% | $161.92 | +22.41% | 4 qtrssince 2019-Q1 | Increased 62 |
JPMORGAN CHASE & CO | 4.4M | $612.6M | 5.0% | $85.14 | +37.38% | 4 qtrssince 2019-Q1 | Increased 60 |
NOVARTIS AG-SPONSORED ADR | 6M | $571.6M | 4.6% | $68.47 | +9.48% | 4 qtrssince 2019-Q1 | Increased 58 |
VISA INC-CLASS A SHARES | 3M | $559.5M | 4.5% | $150.30 | +19.11% | 4 qtrssince 2019-Q1 | Increased 61 |
ALPHABET INC-CL C | 418,031 | $558.9M | 4.5% | $58.27 | +13.79% | 4 qtrssince 2019-Q1 | Increased 61 |
MICROSOFT CORP | 3.4M | $535.8M | 4.3% | $119.27 | +25.46% | 4 qtrssince 2019-Q1 | Increased 61 |
S&P GLOBAL INC | 1.6M | $430.4M | 3.5% | $201.92 | +28.13% | 4 qtrssince 2019-Q1 | Increased 60 |
MARSH & MCLENNAN COS | 3.8M | $428.8M | 3.5% | $85.59 | +16.95% | 4 qtrssince 2019-Q1 | Increased 65 |
BECTON DICKINSON AND CO | 1.5M | $410.8M | 3.3% | $171.35 | +9.34% | 4 qtrssince 2019-Q1 | Increased 60 |
UNION PACIFIC CORP | 1.9M | $349.1M | 2.8% | $144.43 | +9.18% | 4 qtrssince 2019-Q1 | Increased 54 |
AMETEK INC | 3.5M | $345.7M | 2.8% | $80.55 | +18.57% | 4 qtrssince 2019-Q1 | Increased 56 |
JOHNSON & JOHNSON | 2.4M | $345M | 2.8% | $115.98 | +5.81% | 4 qtrssince 2019-Q1 | Increased 58 |
VERIZON COMMUNICATIONS INC | 5M | $306.6M | 2.5% | $40.19 | +6.30% | 4 qtrssince 2019-Q1 | Increased 57 |
COMCAST CORP-CLASS A | 6.6M | $295.7M | 2.4% | $31.34 | +13.60% | 4 qtrssince 2019-Q1 | Increased 53 |
AMPHENOL CORP-CL A | 2.6M | $282.4M | 2.3% | $22.28 | +14.35% | 4 qtrssince 2019-Q1 | Increased 55 |
BAXTER INTERNATIONAL INC | 3.3M | $278M | 2.3% | $72.01 | +2.95% | 4 qtrssince 2019-Q1 | Increased 56 |
VERISK ANALYTICS INC | 1.8M | $271.1M | 2.2% | $127.92 | +11.02% | 4 qtrssince 2019-Q1 | Decreased 0 |
| 1.2M | $249.1M | 2.0% | $162.54 | +19.40% | 4 qtrssince 2019-Q1 | Increased 55 | |
| 3.1M | $232.9M | 1.9% | — | — | 4 qtrssince 2019-Q1 | Increased 48 | |
ACCENTURE PLC-CL A | 1M | $214.9M | 1.7% | $192.45 | +0.27% | 2 qtrssince 2019-Q3 | Increased 78 |
Mawer Investment Management Ltd. manages $12.3B across 95 positions as of Q4 2019. Top holdings: AON (9.8%), JPM (5.0%), NVS (4.6%). Fund DNA: Momentum Trader. HoldingsIntel Rating: 2/5.0.
Active quarter - 6 new positions, 2 exits, 60 increased. Top move: ACN (INCREASED, conviction 78). Portfolio: $12.3B across 95 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