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
$10.8B
AUM Growth
+$479M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
109
New
Increased
Reduced
Closed

Top Buys

1
+$46.6M
2
+$29.1M
3
+$28M
4
V icon
Visa
V
+$18.1M
5
AGN
Allergan plc
AGN
+$17.5M

Top Sells

1
+$41.3M
2
+$40.7M
3
+$28.1M
4
BLK icon
Blackrock
BLK
+$20.1M
5
JPM icon
JPMorgan Chase
JPM
+$15.5M

Sector Composition

1 Financials 37.73%
2 Communication Services 18.04%
3 Industrials 11.04%
4 Healthcare 9.8%
5 Technology 5.23%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$5.46M 0.05%
102,791
-632
102
$5.42M 0.05%
92,637
-587
103
$3.31M 0.03%
141,349
-797
104
$661K 0.01%
88,000
+13,600
105
$270K ﹤0.01%
2,087
106
$117K ﹤0.01%
2,665
107
– –
-188,776
108
– –
-168,521
109
– –
-201,511
1 2 3 4
5