Mawer Investment Management Ltd.
Institutional investor · Portfolio as of Q4 2023
Top Holdings107 positions
Marsh & McLennan Companies, Inc. | 7.2M | $1.4B | 6.9% | $104.43 | +72.24% | 20 qtrssince 2019-Q1 | Decreased 0 |
AON PLC | 4.4M | $1.3B | 6.6% | $189.54 | +50.95% | 15 qtrssince 2020-Q2 | Decreased 0 |
Microsoft Corp. | 3.4M | $1.3B | 6.5% | $146.57 | +151.20% | 20 qtrssince 2019-Q1 | Decreased 0 |
UnitedHealth Group Inc. | 2M | $1.1B | 5.5% | $439.90 | +12.77% | 15 qtrssince 2020-Q2 | Increased 63 |
Amphenol Corporation | 8.2M | $810.6M | 4.2% | $12.88 | +88.43% | 20 qtrssince 2019-Q1 | Decreased 0 |
Alphabet Inc. | 5.2M | $729.6M | 3.7% | $64.33 | +117.03% | 20 qtrssince 2019-Q1 | Decreased 0 |
FTI Consulting, Inc. | 3.7M | $729M | 3.7% | $138.90 | +43.38% | 12 qtrssince 2021-Q1 | Decreased 0 |
CDW Corp | 3.1M | $698.8M | 3.6% | $126.07 | +73.72% | 15 qtrssince 2020-Q2 | Decreased 0 |
Intercontinental Exchange Inc | 4.7M | $599.5M | 3.1% | $85.77 | +44.77% | 20 qtrssince 2019-Q1 | Decreased 0 |
Visa Inc | 2.2M | $581.6M | 3.0% | $156.43 | +63.02% | 20 qtrssince 2019-Q1 | Decreased 0 |
Amazon.com, Inc. | 3.6M | $545M | 2.8% | $127.93 | +18.77% | 20 qtrssince 2019-Q1 | Decreased 0 |
Booking Holdings Inc | 149,772 | $531.3M | 2.7% | $88.16 | +57.21% | 20 qtrssince 2019-Q1 | Decreased 0 |
TRINET GROUP INC | 4.2M | $500.8M | 2.6% | $85.97 | +34.83% | 10 qtrssince 2021-Q3 | Decreased 0 |
INSPERITY INC | 4.2M | $493.5M | 2.5% | $69.89 | +47.59% | 20 qtrssince 2019-Q1 | Increased 57 |
XP INC | 18.2M | $473.4M | 2.4% | $13.55 | +81.28% | 5 qtrssince 2022-Q4 | Decreased 0 |
Johnson & Johnson | 3M | $467.8M | 2.4% | $120.37 | +20.54% | 20 qtrssince 2019-Q1 | Decreased 0 |
The Procter & Gamble Co. | 2.8M | $409.7M | 2.1% | $108.59 | +25.48% | 20 qtrssince 2019-Q1 | Decreased 0 |
FEDEX CORP | 1.6M | $398.1M | 2.0% | $198.30 | +22.11% | 7 qtrssince 2022-Q2 | Increased 56 |
SHELL PLC SPON ADS | 5.3M | $350.4M | 1.8% | $47.08 | +25.43% | 6 qtrssince 2022-Q3 | Increased 58 |
S&P Global Inc | 768,558 | $338.6M | 1.7% | $205.77 | +98.13% | 20 qtrssince 2019-Q1 | Decreased 0 |
Mawer Investment Management Ltd. manages $19.5B across 107 positions as of Q4 2023. Top holdings: MRSH (6.9%), AON (6.6%), MSFT (6.5%). Fund DNA: Steady Compounder. HoldingsIntel Score: 3/5.0.
Active quarter - 10 new positions, 7 exits, 35 increased. Top move: UNH (INCREASED, conviction 63). Portfolio: $19.5B across 107 positions.
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Portfolio allocation by GICS sector
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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
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