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
$18.7B
AUM Growth
-$405M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
106
New
Increased
Reduced
Closed

Top Buys

1
+$424M
2
+$160M
3
+$111M
4
ABT icon
Abbott
ABT
+$32M
5
NKE icon
Nike
NKE
+$31.5M

Top Sells

1
+$154M
2
+$143M
3
+$81.7M
4
MRSH
Marsh
MRSH
+$51.2M
5
MSFT icon
Microsoft
MSFT
+$49.8M

Sector Composition

1 Financials 30.04%
2 Technology 19.6%
3 Healthcare 14.91%
4 Industrials 14.9%
5 Consumer Discretionary 6.34%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$1.47M 0.01%
60,996
+5,552
102
$1.11M 0.01%
+23,987
103
$483K ﹤0.01%
2,820
104
$263K ﹤0.01%
750
105
– –
-17,761
106
– –
-47,597
1 2 3 4
5