Mawer Investment Management

Mawer Investment Management Portfolio holdings

AUM $19.7B
1-Year Est. Return 14.09%
This Quarter Est. Return
1 Year Est. Return
+14.09%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$13.6B
AUM Growth
+$2.7B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
99
New
Increased
Reduced
Closed

Top Buys

1
+$181M
2
+$125M
3
+$110M
4
WINA icon
Winmark
WINA
+$53.9M
5
UNH icon
UnitedHealth
UNH
+$37.7M

Top Sells

1
+$25.6M
2
+$21.7M
3
+$21.4M
4
SHEN icon
Shenandoah Telecom
SHEN
+$15.4M
5
CERN
Cerner Corp
CERN
+$10M

Sector Composition

1 Financials 30.49%
2 Technology 16.85%
3 Healthcare 15.58%
4 Communication Services 11.75%
5 Industrials 10.88%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$53.3M 0.39%
692,327
-277,655
52
$53.1M 0.39%
1,126,708
-1,004
53
$50.7M 0.37%
2,365,500
-2,090
54
$48.5M 0.36%
474,134
-379
55
$46M 0.34%
1,795,897
-4,900
56
$45M 0.33%
707,495
-100,775
57
$40.8M 0.3%
211,893
+114
58
$37.7M 0.28%
+127,819
59
$37.7M 0.28%
23,671
-2,093
60
$36M 0.27%
158,509
-23,023
61
$35.9M 0.26%
368,515
+166,540
62
$35.1M 0.26%
201,734
-13,435
63
$34.7M 0.26%
221,065
+122,935
64
$34.1M 0.25%
1,424,858
-3,455
65
$33.1M 0.24%
322,500
+27,100
66
$32.2M 0.24%
246,747
-36,579
67
$31.8M 0.23%
315,198
-22,466
68
$30.2M 0.22%
676,000
+115,700
69
$29.2M 0.22%
230,264
-1,104
70
$28.8M 0.21%
308,895
-37,715
71
$24.6M 0.18%
239,200
-1,300
72
$24.2M 0.18%
915,583
-3,863
73
$22.9M 0.17%
+493,287
74
$22.8M 0.17%
+1,026,452
75
$17M 0.13%
+161,821
1 2
3
4