Mawer Investment Management Ltd.
Institutional investor · Portfolio as of Q4 2023
Top Holdings107 positions
Stock | Shares | Value | Weight | Avg Buy | Est. P&L | Held | Conviction |
|---|---|---|---|---|---|---|---|
MARSH & MCLENNAN COS | 7.2M | $1.4B | 6.9% | $105.03 | +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% | $147.67 | +150.91% | 20 qtrssince 2019-Q1 | Decreased 0 |
UNITEDHEALTH GROUP INC | 2M | $1.1B | 5.5% | $449.89 | +12.45% | 15 qtrssince 2020-Q2 | Increased 63 |
AMPHENOL CORP-CL A | 8.2M | $810.6M | 4.2% | $28.90 | +68.20% | 20 qtrssince 2019-Q1 | Decreased 0 |
ALPHABET INC-CL C | 5.2M | $729.6M | 3.7% | $95.64 | +46.26% | 20 qtrssince 2019-Q1 | Decreased 0 |
FTI CONSULTING INC | 3.7M | $729M | 3.7% | $139.26 | +43.01% | 12 qtrssince 2021-Q1 | Decreased 0 |
CDW CORP/DE | 3.1M | $698.8M | 3.6% | $126.07 | +73.72% | 15 qtrssince 2020-Q2 | Decreased 0 |
INTERCONTINENTALEXCHANGE GRO COM | 4.7M | $599.5M | 3.1% | $87.58 | +43.23% | 20 qtrssince 2019-Q1 | Decreased 0 |
VISA INC-CLASS A SHARES | 2.2M | $581.6M | 3.0% | $156.43 | +63.02% | 20 qtrssince 2019-Q1 | Decreased 0 |
AMAZON.COM INC | 3.6M | $545M | 2.8% | $110.08 | +38.03% | 20 qtrssince 2019-Q1 | Decreased 0 |
BOOKING HOLDINGS INC | 149,772 | $531.3M | 2.7% | $88.37 | +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% | $73.93 | +47.79% | 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% | $122.64 | +20.20% | 20 qtrssince 2019-Q1 | Decreased 0 |
PROCTER & GAMBLE CO/THE | 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-ADR | 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% | $218.64 | +98.46% | 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 Rating: 3/5.0.
Active quarter - 10 new positions, 7 exits, 35 increased. Top move: UNH (INCREASED, conviction 63). Portfolio: $19.5B across 107 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