Mawer Investment Management Ltd.
Institutional investor · Portfolio as of Q4 2021
Top Holdings119 positions
AON PLC | 6.2M | $1.9B | 8.3% | $189.54 | +53.57% | 7 qtrssince 2020-Q2 | Increased 62 |
ALPHABET INC | 495,322 | $1.4B | 6.5% | $63.99 | +123.98% | 12 qtrssince 2019-Q1 | Increased 62 |
MICROSOFT CORP | 3.8M | $1.3B | 5.8% | $143.51 | +125.32% | 12 qtrssince 2019-Q1 | Decreased 0 |
MARSH & MCLENNAN COS INC | 7M | $1.2B | 5.5% | $96.53 | +66.16% | 12 qtrssince 2019-Q1 | Decreased 0 |
INTERCONTINENTAL EXCHANGE IN | 7M | $960.6M | 4.3% | $85.17 | +50.72% | 12 qtrssince 2019-Q1 | Increased 64 |
AMAZON COM INC | 281,690 | $939.3M | 4.2% | $127.79 | +30.46% | 12 qtrssince 2019-Q1 | Increased 59 |
AMPHENOL CORP | 8.8M | $765.6M | 3.4% | $12.67 | +65.47% | 12 qtrssince 2019-Q1 | Decreased 0 |
CDW CORP | 3.7M | $752.5M | 3.4% | $123.82 | +55.55% | 7 qtrssince 2020-Q2 | Increased 59 |
JOHNSON & JOHNSON | 4.2M | $711.9M | 3.2% | $118.19 | +26.70% | 12 qtrssince 2019-Q1 | Decreased 0 |
ACCENTURE PLC IRELAND | 1.7M | $693.7M | 3.1% | $183.35 | +107.08% | 10 qtrssince 2019-Q3 | Decreased 0 |
VISA INC | 3M | $643.6M | 2.9% | $156.39 | +33.65% | 12 qtrssince 2019-Q1 | Increased 54 |
FTI CONSULTING INC | 4.1M | $634.8M | 2.9% | $137.51 | +11.57% | 4 qtrssince 2021-Q1 | Decreased 0 |
INTUIT | 911,104 | $586M | 2.6% | $316.86 | +97.49% | 12 qtrssince 2019-Q1 | Decreased 0 |
INSPERITY INC | 4.9M | $573.9M | 2.6% | $67.79 | +47.39% | 12 qtrssince 2019-Q1 | Decreased 0 |
S&P GLOBAL INC | 1.2M | $558.9M | 2.5% | $202.57 | +111.63% | 12 qtrssince 2019-Q1 | Decreased 0 |
PROCTER & GAMBLE CO | 3.2M | $518.1M | 2.3% | $107.71 | +34.39% | 12 qtrssince 2019-Q1 | Increased 55 |
AMETEK INC | 3.5M | $512.7M | 2.3% | $85.52 | +66.92% | 12 qtrssince 2019-Q1 | Decreased 0 |
UNITEDHEALTH GROUP INC | 902,054 | $453M | 2.0% | $391.03 | +17.70% | 7 qtrssince 2020-Q2 | Increased 86 |
BOOKING HOLDINGS INC | 179,235 | $430M | 1.9% | $88.10 | +6.41% | 12 qtrssince 2019-Q1 | Decreased 0 |
JPMORGAN CHASE & CO | 2.2M | $352.6M | 1.6% | $88.79 | +58.32% | 12 qtrssince 2019-Q1 | Increased 51 |
Mawer Investment Management Ltd. manages $22.2B across 119 positions as of Q4 2021. Top holdings: AON (8.3%), GOOG (6.5%), MSFT (5.8%). Fund DNA: Steady Compounder. HoldingsIntel Score: 2.5/5.0.
Active quarter - 15 new positions, 6 exits, 64 increased. Top move: UNH (INCREASED, conviction 86). Portfolio: $22.2B across 119 positions.
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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
Verify source filings on SEC EDGAR