Mawer Investment Management Ltd.
Institutional investor · Portfolio as of Q4 2020
Top Holdings94 positions
Stock | Shares | Value | Weight | Avg Buy | Est. P&L | Held | Conviction |
|---|---|---|---|---|---|---|---|
AON PLC | 5.6M | $1.2B | 7.0% | $184.85 | +9.82% | 3 qtrssince 2020-Q2 | Increased 64 |
MICROSOFT CORP | 3.8M | $845.9M | 5.0% | $127.46 | +66.89% | 8 qtrssince 2019-Q1 | Increased 60 |
ALPHABET INC-CL C | 454,762 | $796.6M | 4.7% | $59.66 | +44.71% | 8 qtrssince 2019-Q1 | Increased 61 |
VISA INC-CLASS A SHARES | 3.3M | $716.7M | 4.2% | $153.97 | +36.18% | 8 qtrssince 2019-Q1 | Increased 60 |
MARSH & MCLENNAN COS | 6M | $697.1M | 4.1% | $90.32 | +18.42% | 8 qtrssince 2019-Q1 | Increased 59 |
INTERCONTINENTALEXCHANGE GRO COM | 5.8M | $674M | 4.0% | $80.40 | +31.99% | 8 qtrssince 2019-Q1 | Increased 59 |
NOVARTIS AG-SPONSORED ADR | 6.6M | $625.7M | 3.7% | $68.53 | +13.12% | 8 qtrssince 2019-Q1 | Decreased 0 |
JOHNSON & JOHNSON | 3.7M | $574.5M | 3.4% | $116.46 | +16.25% | 8 qtrssince 2019-Q1 | Increased 60 |
ACCENTURE PLC-CL A | 2.1M | $554.5M | 3.3% | $184.88 | +29.66% | 6 qtrssince 2019-Q3 | Increased 62 |
S&P GLOBAL INC | 1.5M | $504.1M | 3.0% | $208.26 | +49.07% | 8 qtrssince 2019-Q1 | Increased 56 |
AMAZON.COM INC | 150,065 | $488.8M | 2.9% | $97.50 | +68.50% | 8 qtrssince 2019-Q1 | Decreased 0 |
CME GROUP INC | 2.6M | $475M | 2.8% | $134.47 | +9.51% | 8 qtrssince 2019-Q1 | Increased 55 |
AMETEK INC | 3.9M | $469.9M | 2.8% | $82.34 | +40.88% | 8 qtrssince 2019-Q1 | Increased 56 |
INTUIT INC | 1.2M | $464.6M | 2.7% | $311.05 | +16.79% | 8 qtrssince 2019-Q1 | Increased 75 |
AMPHENOL CORP-CL A | 3.5M | $453.5M | 2.7% | $23.33 | +32.87% | 8 qtrssince 2019-Q1 | Increased 60 |
CDW CORP/DE | 2.8M | $375.3M | 2.2% | $112.23 | +9.10% | 3 qtrssince 2020-Q2 | Increased 73 |
PROCTER & GAMBLE CO/THE | 2.7M | $370.3M | 2.2% | $104.68 | +14.74% | 8 qtrssince 2019-Q1 | Increased 86 |
JPMORGAN CHASE & CO | 2.9M | $362.1M | 2.1% | $86.59 | +26.59% | 8 qtrssince 2019-Q1 | Increased 57 |
VERISK ANALYTICS INC | 1.6M | $338.7M | 2.0% | $128.11 | +55.58% | 8 qtrssince 2019-Q1 | Decreased 0 |
| 1.2M | $310.8M | 1.8% | $164.31 | +48.69% | 8 qtrssince 2019-Q1 | Increased 49 |
Mawer Investment Management Ltd. manages $17B across 94 positions as of Q4 2020. Top holdings: AON (7.0%), MSFT (5.0%), GOOG (4.7%). Fund DNA: Steady Compounder. HoldingsIntel Rating: 2/5.0.
Active quarter - 6 new positions, 6 exits, 42 increased. Top move: PG (INCREASED, conviction 86). Portfolio: $17.0B across 94 positions.
Top holdings by portfolio weight
Portfolio allocation by GICS sector
Behavioral investing profile
Position Outcomes
Best and worst performing positions by estimated return
Top Winners
Top Losers
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