Mawer Investment Management
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Mawer Investment Management’s MSCI MSCI Stock Holding History

Mawer Investment Management’s Portfolio MSCI Stock Details MSCI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-4,106
Closed -$2.32M – 114
2023
Q4 		$2.32M Buy
4,106
+335
+9% +$173K 0.01% 100
2023
Q3 		$1.93M Buy
3,771
+347
+10% +$182K 0.01% 96
2023
Q2 		$1.61M Buy
3,424
+804
+31% +$392K 0.01% 96
2023
Q1 		$1.47M Buy
2,620
+394
+18% +$208K 0.01% 99
2022
Q4 		$1.04M Buy
2,226
+396
+22% +$184K 0.01% 105
2022
Q3 		$772K Buy
1,830
+293
+19% +$134K ﹤0.01% 101
2022
Q2 		$633K Buy
1,537
+169
+12% +$73.6K ﹤0.01% 99
2022
Q1 		$688K Buy
1,368
+216
+19% +$112K ﹤0.01% 101
2021
Q4 		$706K Buy
1,152
+754
+189% +$473K ﹤0.01% 104
2021
Q3 		$242K Buy
+398
New +$243K ﹤0.01% 104

Other funds holding MSCI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Edgewood Management
Edgewood Management Greenwich, Connecticut $15.5B AUM 9.67% 1-Year Est. Return