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Mawer Investment Management

Mawer Investment Management Portfolio holdings

AUM $14.7B
1-Year Est. Return 12.5%
This Fund
S&P 500
This Quarter Est. Return
+0.61%
1 Year Est. Return
+12.5%
3 Year Est. Return
+48.6%
5 Year Est. Return
+72.73%
10 Year Est. Return
+305.03%
AUM
$20.7B
AUM Growth
-$1.32B
Cap. Flow
-$1.09B
Cap. Flow %
-5.29%
Top 10 Hldgs %
46.14%
Holding
111
New
11
Increased
21
Reduced
71
Closed
6

Top Buys

Rank Stock Value
1
BRK.A icon
Berkshire Hathaway Class A
BRK.A
+$499M
2
MEDP icon
Medpace
MEDP
+$234M
3
POOL icon
Pool Corp
POOL
+$180M
4
AAON icon
Aaon
AAON
+$58.4M
5
ESQ icon
Esquire Financial Holdings
ESQ
+$28.7M

Top Sells

Rank Stock Value
1
AON icon
Aon
AON
+$241M
2
SPGI icon
S&P Global
SPGI
+$237M
3
ICE icon
Intercontinental Exchange
ICE
+$234M
4
MTCH icon
Match Group
MTCH
+$172M
5
APH icon
Amphenol
APH
+$169M

Sector Composition

Rank Sector Weight
1 Financials 28.99%
2 Industrials 17.56%
3 Technology 16.09%
4 Healthcare 12.65%
5 Consumer Discretionary 11.5%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
YMM icon
101
Full Truck Alliance
YMM
$9.61B
$3.86M 0.02%
+302,500
New +$3.65M
PDD icon
102
Pinduoduo
PDD
$126B
$3.2M 0.02%
+27,000
New +$3.1M
AAPL icon
103
Apple
AAPL
$4.41T
$880K ﹤0.01%
3,960
– –
LLY icon
104
Eli Lilly
LLY
$1.09T
$248K ﹤0.01%
+300
New +$250K
NVDA icon
105
NVIDIA
NVDA
$5.41T
$217K ﹤0.01%
2,000
– –
CARR icon
106
Carrier Global
CARR
$52.4B
– –
-497,405
Closed -$34M
GIC icon
107
Global Industrial
GIC
$1.48B
– –
-1,139,880
Closed -$28.3M
MELI icon
108
Mercado Libre
MELI
$95.5B
– –
-1,506
Closed -$2.56M
MTCH icon
109
Match Group
MTCH
$8.37B
– –
-5,254,933
Closed -$172M
PEP icon
110
PepsiCo
PEP
$188B
– –
-1,461
Closed -$222K
SCCO icon
111
Southern Copper
SCCO
$163B
– –
-3,615
Closed -$308K
1 2 3 4
5

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GF
Gabelli Funds Rye, New York $14.8B AUM 32.24% 1-Year Est. Return
JFG
Jefferies Financial Group New York $14.6B AUM 40.95% 1-Year Est. Return
AT
AMF Tjänstepension Stockholm, Sweden $15.1B AUM 30.1% 1-Year Est. Return
IA
Investor AB Stockholm, Sweden $15.1B AUM 29.02% 1-Year Est. Return
IFP
Independent Franchise Partners London, United Kingdom $14.3B AUM 3.49% 1-Year Est. Return
SSA
Schonfeld Strategic Advisors New York $14.2B AUM 37.17% 1-Year Est. Return
FGP
Freestone Grove Partners San Francisco, California $14.2B AUM 24.58% 1-Year Est. Return
BIP
Brandes Investment Partners La Jolla, California $14.1B AUM 25.52% 1-Year Est. Return

Mawer Investment Management's Q1 2025 Portfolio in Review

As of Q1 2025, Mawer Investment Management held 111 positions worth $20.7B, down 6% from $22B the previous quarter. Its ten largest holdings account for 46% of the portfolio.

Mawer Investment Management withdrew a net $1.09B in Q1 2025, closing 6 positions and reducing 71 holdings. Its most notable exit was Match Group, an estimated $172M position sold in full.

By sector, the portfolio is most concentrated in Financials at 29% of assets, up from 26% a quarter earlier, followed by Industrials and Technology.

Against the trend, Mawer Investment Management opened a new position in Berkshire Hathaway Class A worth $546M.

  • Mawer Investment Management's largest Q1 2025 buy was Berkshire Hathaway Class A: 684 shares worth $546M.
  • Mawer Investment Management added most to Esquire Financial Holdings in Q1 2025, an estimated $28.7M increase.
  • Mawer Investment Management's biggest Q1 2025 reduction was Aon, cutting an estimated $241M.
  • Mawer Investment Management fully exited Match Group in Q1 2025, selling an estimated $172M.
  • Mawer Investment Management's ten largest holdings make up 46% of its $20.7B portfolio in Q1 2025.
  • Mawer Investment Management opened 11 new positions and closed 6 in Q1 2025.
  • Mawer Investment Management's portfolio value fell 6% quarter-over-quarter to $20.7B.

Based on Mawer Investment Management's 13F filing for Q1 2025, filed 7 May 2025.