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
$18.3B
AUM Growth
+$587M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
113
New
Increased
Reduced
Closed

Top Buys

1
+$186M
2
+$141M
3
+$57.6M
4
SHEL icon
Shell
SHEL
+$50.7M
5
VRSK icon
Verisk Analytics
VRSK
+$37.1M

Top Sells

1
+$325M
2
+$159M
3
+$84.5M
4
AON icon
Aon
AON
+$65.9M
5
AME icon
Ametek
AME
+$64M

Sector Composition

1 Financials 29.81%
2 Technology 20.65%
3 Industrials 15.55%
4 Healthcare 14.35%
5 Consumer Discretionary 5.55%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$1.55B 8.47%
4,925,282
-208,900
2
$1.28B 6.98%
7,678,697
-129,156
3
$1.08B 5.91%
3,758,187
-24,769
4
$754M 4.11%
3,819,374
+4,024
5
$725M 3.95%
17,736,866
-72,960
6
$673M 3.67%
4,340,759
-38,852
7
$639M 3.49%
3,280,461
-24,471
8
$607M 3.31%
5,840,950
-3,122,988
9
$553M 3.02%
1,170,274
-10,688
10
$530M 2.89%
2,352,169
+1,434
11
$508M 2.77%
4,177,263
-89,448
12
$487M 2.66%
4,667,547
-13,415
13
$447M 2.44%
3,007,707
-69,684
14
$416M 2.27%
156,781
-967
15
$396M 2.16%
3,836,865
+59,045
16
$354M 1.93%
4,394,957
+1,752,532
17
$351M 1.92%
1,537,161
+252,066
18
$312M 1.7%
13,274,650
+94,845
19
$287M 1.57%
1,868,535
-29,798
20
$280M 1.53%
812,950
-3,817
21
$263M 1.44%
4,573,530
+881,306
22
$250M 1.37%
1,303,881
+193,491
23
$247M 1.35%
1,698,412
-440,546
24
$243M 1.33%
1,153,916
-178,453
25
$235M 1.28%
527,025
-9,560
1
2 3 4 5