Mawer Investment Management Ltd.
Institutional investor · Portfolio as of Q4 2024
Top Holdings100 positions
AON PLC | 3.9M | $1.4B | 6.4% | $190.73 | +86.69% | 19 qtrssince 2020-Q2 | Decreased 0 |
MICROSOFT CORP | 3.2M | $1.3B | 6.1% | $146.57 | +183.67% | 24 qtrssince 2019-Q1 | Decreased 0 |
MARSH & MCLENNAN COS INC | 6.2M | $1.3B | 6.0% | $104.43 | +95.92% | 24 qtrssince 2019-Q1 | Decreased 0 |
ALPHABET INC | 6.4M | $1.2B | 5.5% | $85.04 | +122.64% | 24 qtrssince 2019-Q1 | Increased 66 |
UNITEDHEALTH GROUP INC | 2.1M | $1.1B | 4.9% | $442.09 | +9.51% | 19 qtrssince 2020-Q2 | Decreased 0 |
AMAZON COM INC | 4.1M | $894.5M | 4.1% | $141.46 | +55.09% | 24 qtrssince 2019-Q1 | Increased 68 |
BOOKING HOLDINGS INC | 175,427 | $871.6M | 4.0% | $100.36 | +95.16% | 24 qtrssince 2019-Q1 | Decreased 0 |
VISA INC | 2.5M | $795.3M | 3.6% | $180.87 | +72.47% | 24 qtrssince 2019-Q1 | Increased 68 |
AMPHENOL CORP | 11.3M | $788.2M | 3.6% | $12.88 | +166.17% | 24 qtrssince 2019-Q1 | Decreased 0 |
FTI CONSULTING INC | 4.1M | $777.1M | 3.5% | $146.12 | +30.81% | 16 qtrssince 2021-Q1 | Increased 60 |
FEDEX CORP | 2.4M | $664.4M | 3.0% | $178.02 | +22.95% | 11 qtrssince 2022-Q2 | Increased 61 |
ROBERT HALF INC. | 8.1M | $569.3M | 2.6% | $67.97 | -2.55% | 6 qtrssince 2023-Q3 | Increased 81 |
CDW CORP | 3M | $529.4M | 2.4% | $127.18 | +33.35% | 19 qtrssince 2020-Q2 | Decreased 0 |
LULULEMON ATHLETICA INC | 1.4M | $523.5M | 2.4% | $384.05 | 0.00% | 1 qtr | New 81 |
XP Inc | 36.7M | $434.7M | 2.0% | $13.90 | -16.10% | 9 qtrssince 2022-Q4 | Increased 65 |
INTERCONTINENTAL EXCHANGE IN | 2.8M | $416.3M | 1.9% | $86.06 | +69.46% | 24 qtrssince 2019-Q1 | Decreased 0 |
INSPERITY INC | 5.2M | $404.4M | 1.8% | $74.38 | -5.89% | 24 qtrssince 2019-Q1 | Increased 49 |
CORPAY INC | 1.2M | $394.9M | 1.8% | $308.10 | +9.84% | 4 qtrssince 2024-Q1 | Decreased 0 |
PROCTER & GAMBLE CO | 2M | $335.6M | 1.5% | $108.73 | +46.94% | 24 qtrssince 2019-Q1 | Decreased 0 |
SHELL PLC | 5.1M | $322.4M | 1.5% | $48.20 | +21.47% | 10 qtrssince 2022-Q3 | Decreased 0 |
Mawer Investment Management Ltd. manages $22B across 100 positions as of Q4 2024. Top holdings: AON (6.4%), MSFT (6.1%), MRSH (6.0%). Fund DNA: Steady Compounder. HoldingsIntel Score: 3/5.0.
Active quarter - 6 new positions, 7 exits, 35 increased. Top move: RHI (INCREASED, conviction 81). Portfolio: $22.0B across 100 positions.
Top holdings by portfolio weight
Portfolio allocation by GICS sector
Behavioral investing profile
Position Outcomes
Best and worst performing positions by estimated return
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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
Verify source filings on SEC EDGAR