Mawer Investment Management

Mawer Investment Management Portfolio holdings

AUM $17.9B
1-Year Est. Return 15.19%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+15.19%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$9.53B
AUM Growth
+$2.45B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
105
New
Increased
Reduced
Closed

Top Buys

1 +$300M
2 +$295M
3 +$254M
4
BNS icon
Scotiabank
BNS
+$228M
5
BMO icon
Bank of Montreal
BMO
+$180M

Top Sells

1 +$32.5M
2 +$23.9M
3 +$16.2M
4
RTX icon
RTX Corp
RTX
+$13.8M
5
GWW icon
W.W. Grainger
GWW
+$7.87M

Sector Composition

1 Financials 36.42%
2 Communication Services 19.33%
3 Healthcare 10.54%
4 Industrials 10.11%
5 Energy 6.28%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
101
$139K ﹤0.01%
+2,665
102
$64K ﹤0.01%
+10,000
103
-46,599