Mawer Investment Management Ltd.
Institutional investor · Portfolio as of Q4 2022
Top Holdings112 positions
Stock | Shares | Value | Weight | Avg Buy | Est. P&L | Held | Conviction |
|---|---|---|---|---|---|---|---|
AON PLC | 5.1M | $1.5B | 8.7% | $189.54 | +54.51% | 11 qtrssince 2020-Q2 | Decreased 0 |
MARSH & MCLENNAN COS | 7.8M | $1.3B | 7.3% | $105.03 | +48.30% | 16 qtrssince 2019-Q1 | Increased 64 |
MICROSOFT CORP | 3.8M | $907.2M | 5.1% | $147.67 | +58.61% | 16 qtrssince 2019-Q1 | Increased 64 |
ALPHABET INC-CL C | 9M | $795.4M | 4.5% | $95.64 | -7.92% | 16 qtrssince 2019-Q1 | Decreased 0 |
JOHNSON & JOHNSON | 4.4M | $773.7M | 4.4% | $122.64 | +31.48% | 16 qtrssince 2019-Q1 | Increased 60 |
AMPHENOL CORP-CL A | 8.9M | $678M | 3.8% | $28.90 | +27.91% | 16 qtrssince 2019-Q1 | Increased 60 |
UNITEDHEALTH GROUP INC | 1.2M | $626.1M | 3.5% | $423.57 | +18.49% | 11 qtrssince 2020-Q2 | Increased 60 |
FTI CONSULTING INC | 3.8M | $605.9M | 3.4% | $139.20 | +14.08% | 8 qtrssince 2021-Q1 | Decreased 0 |
CDW CORP/DE | 3.3M | $590.2M | 3.3% | $126.17 | +36.20% | 11 qtrssince 2020-Q2 | Decreased 0 |
VISA INC-CLASS A SHARES | 2.4M | $488.4M | 2.8% | $156.39 | +29.10% | 16 qtrssince 2019-Q1 | Decreased 0 |
INSPERITY INC | 4.3M | $484.7M | 2.7% | $71.94 | +44.31% | 16 qtrssince 2019-Q1 | Decreased 0 |
INTERCONTINENTALEXCHANGE GRO COM | 4.7M | $480.2M | 2.7% | $87.36 | +12.96% | 16 qtrssince 2019-Q1 | Decreased 0 |
PROCTER & GAMBLE CO/THE | 3.1M | $466.4M | 2.6% | $108.59 | +26.57% | 16 qtrssince 2019-Q1 | Increased 55 |
ORGANON & CO-W/I | 13.2M | $368.1M | 2.1% | $28.07 | -14.54% | 4 qtrssince 2022-Q1 | Increased 64 |
MODERNA INC | 1.9M | $341M | 1.9% | $120.85 | +48.63% | 2 qtrssince 2022-Q3 | Increased 51 |
BOOKING HOLDINGS INC | 157,748 | $317.9M | 1.8% | $88.60 | -10.68% | 16 qtrssince 2019-Q1 | Decreased 0 |
AMAZON.COM INC | 3.8M | $317.3M | 1.8% | $110.20 | -23.78% | 16 qtrssince 2019-Q1 | Increased 49 |
AMETEK INC | 2.1M | $298.9M | 1.7% | $85.52 | +59.70% | 16 qtrssince 2019-Q1 | Decreased 0 |
XP INC | 18.1M | $278.2M | 1.6% | $13.67 | 0.00% | 1 qtr | New 70 |
S&P GLOBAL INC | 816,767 | $273.6M | 1.5% | $218.64 | +49.45% | 16 qtrssince 2019-Q1 | Increased 50 |
Mawer Investment Management Ltd. manages $17.7B across 112 positions as of Q4 2022. Top holdings: AON (8.7%), MRSH (7.3%), MSFT (5.1%). Fund DNA: Momentum Trader. HoldingsIntel Rating: 2/5.0.
Active quarter - 10 new positions, 4 exits, 63 increased. Top move: XP (NEW, conviction 70). Portfolio: $17.7B across 112 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