Mawer Investment Management Ltd. Top Holdings and 13F Report (2023) About Mawer Investment Management Ltd.Investment ActivityMawer Investment Management Ltd. has $19.72 billion in total holdings as of December 31, 2022.Mawer Investment Management Ltd. owns shares of 110 different stocks, but just 36 companies or ETFs make up 80% of its holdings.Approximately 10.49% of the portfolio was purchased this quarter.About 16.69% of the portfolio was sold this quarter.This quarter, Mawer Investment Management Ltd. has purchased 105 new stocks and bought additional shares in 20 stocks.Mawer Investment Management Ltd. sold shares of 74 stocks and completely divested from 7 stocks this quarter.Largest Holdings Microsoft $1,428,965,417Marsh & McLennan Companies $1,175,161,796AON $1,060,124,113Alphabet $923,674,165Booking $919,342,890 Largest New Holdings this Quarter 30303M102 - Meta Platforms $543,158,955 Holding666807102 - Northrop Grumman $491,984,820 HoldingN00985106 - Aercap $181,376,793 Holding036752103 - Elevance Health $53,886,129 Holding852066208 - Sprott $50,428,031 Holding Largest Purchases this Quarter Meta Platforms 735,898 shares (about $543.16M)Northrop Grumman 984,009 shares (about $491.98M)JPMorgan Chase & Co. 809,976 shares (about $234.82M)Aercap 1,550,229 shares (about $181.38M)Berkshire Hathaway 127 shares (about $92.56M) Largest Sales this Quarter UnitedHealth Group 1,014,563 shares (about $316.51M)Snap-On 597,328 shares (about $185.88M)Robert Half 3,863,211 shares (about $158.58M)Alphabet 869,492 shares (about $154.24M)Amphenol 1,437,830 shares (about $141.99M) Sector Allocation Over TimeMap of 500 Largest Holdings ofMawer Investment Management Ltd. Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorMSFTMicrosoft$1,428,965,417$94,635,734 ▼-6.2%2,872,8127.2%Computer and TechnologyMMCMarsh & McLennan Companies$1,175,161,796$130,580,772 ▼-10.0%5,374,8716.0%FinanceAONAON$1,060,124,113$107,756,147 ▼-9.2%2,971,5335.4%FinanceGOOGAlphabet$923,674,165$154,239,186 ▼-14.3%5,207,0254.7%Computer and TechnologyBKNGBooking$919,342,890$60,468,612 ▼-6.2%158,8024.7%Retail/WholesaleAMZNAmazon.com$870,930,034$8,686,528 ▲1.0%3,969,7804.4%Retail/WholesaleVVisa$750,538,065$106,575,359 ▼-12.4%2,113,8943.8%Business ServicesAPHAmphenol$733,525,172$141,985,713 ▼-16.2%7,428,1033.7%Computer and TechnologyFCNFTI Consulting$616,312,586$25,174,297 ▼-3.9%3,816,1773.1%Business ServicesBRK.ABerkshire Hathaway$591,056,800$92,557,600 ▲18.6%8113.0%FinanceMETAMeta Platforms$543,158,955$543,158,955 ▲New Holding735,8982.8%Computer and TechnologyNOCNorthrop Grumman$491,984,820$491,984,820 ▲New Holding984,0092.5%AerospaceCDWCDW$471,900,501$33,333,823 ▼-6.6%2,642,3682.4%Computer and TechnologyJPMJPMorgan Chase & Co.$360,059,233$234,820,142 ▲187.5%1,241,9691.8%FinanceUNHUnitedHealth Group$330,491,346$316,513,218 ▼-48.9%1,059,3691.7%MedicalSHELShell$323,216,683$23,880,960 ▼-6.9%4,590,4941.6%EnergyLULUlululemon athletica$322,975,755$8,710,633 ▲2.8%1,359,4401.6%Consumer DiscretionaryNSPInsperity$290,991,742$15,774,286 ▼-5.1%4,840,1821.5%Business ServicesDEDeere & Company$284,457,951$19,745,684 ▼-6.5%559,4171.4%IndustrialsCORPAY INC$270,928,044$71,922,649 ▼-21.0%816,4911.4%COM SHSMEDPMedpace$256,559,208$38,043,912 ▲17.4%817,4321.3%MedicalATRAptarGroup$219,120,417$30,850,186 ▲16.4%1,400,7571.1%IndustrialsAJGArthur J. Gallagher & Co.$218,164,981$18,501,976 ▼-7.8%681,5101.1%FinanceTNETTriNet Group$205,272,750$14,447,856 ▼-6.6%2,806,5731.0%Business ServicesFERGUSON ENTERPRISES INC$202,142,333$14,885,390 ▼-6.9%928,3231.0%COMMON STOCK NEWCORCencora$201,381,959$4,260,269 ▼-2.1%671,6091.0%MedicalWMGWarner Music Group$200,841,882$13,912,449 ▼-6.5%7,373,0501.0%Consumer DiscretionaryCMECME Group$199,874,387$40,251,269 ▼-16.8%725,1811.0%FinanceTMETencent Music Entertainment Group$197,741,759$16,339,344 ▼-7.6%10,145,8061.0%Consumer DiscretionaryACNAccenture$194,810,823$31,988,104 ▼-14.1%651,7811.0%Computer and TechnologyVZVerizon Communications$185,101,012$18,366,427 ▼-9.0%4,277,8140.9%Computer and TechnologyAERAercap$181,376,793$181,376,793 ▲New Holding1,550,2290.9%TransportationYUMCYum China$168,550,664$12,261,270 ▼-6.8%3,769,8650.9%Retail/WholesaleWATWaters$166,338,851$12,898,075 ▼-7.2%476,5610.8%MedicalICEIntercontinental Exchange$162,507,819$87,925,613 ▼-35.1%885,7460.8%FinanceRHIRobert Half$161,825,586$158,584,812 ▼-49.5%3,942,1580.8%Business ServicesABTAbbott Laboratories$161,261,345$17,077,824 ▼-9.6%1,185,6580.8%MedicalMAMastercard$158,507,540$14,705,408 ▼-8.5%282,0720.8%Business ServicesPGProcter & Gamble$158,175,126$16,190,098 ▼-9.3%992,8140.8%Consumer StaplesMLMMartin Marietta Materials$157,397,811$2,078,363 ▼-1.3%286,7200.8%ConstructionPOOLPool$145,257,309$9,235,544 ▼-6.0%498,3440.7%Consumer DiscretionaryBWXTBWX Technologies$129,718,683$17,503,002 ▲15.6%900,4490.7%AerospaceCACICACI International$127,019,575$10,062,184 ▼-7.3%266,4560.6%Computer and TechnologyOSISOSI Systems$115,275,828$11,610,421 ▲11.2%512,6560.6%Computer and TechnologyAEPAmerican Electric Power$112,981,774$7,910,247 ▼-6.5%1,088,8760.6%UtilitiesVRSKVerisk Analytics$110,670,343$17,441,197 ▼-13.6%355,2820.6%Business ServicesHDBHDFC Bank$107,953,123$2,963,525 ▲2.8%1,408,0230.5%FinanceVVVValvoline$101,449,110$55,080,325 ▲118.8%2,678,8780.5%Retail/WholesaleSHWSherwin-Williams$93,826,210$10,162,083 ▼-9.8%273,2590.5%Basic MaterialsNKENIKE$85,915,705$12,073,816 ▼-12.3%1,209,3990.4%Consumer DiscretionaryBBSIBarrett Business Services$81,297,835$544,430 ▼-0.7%1,950,0560.4%Business ServicesDHRDanaher$79,191,613$6,660,851 ▼-7.8%400,8890.4%MedicalTXNTexas Instruments$76,858,017$11,525,401 ▲17.6%370,1860.4%Computer and TechnologySOSouthern$76,813,958$4,519,046 ▼-5.6%836,4800.4%UtilitiesBDXBecton, Dickinson and Company$76,162,405$252,346 ▼-0.3%442,1620.4%MedicalESQEsquire Financial$73,444,706$379,587 ▼-0.5%775,8790.4%FinanceTWTradeweb Markets$70,001,014$7,920,679 ▼-10.2%478,1490.4%FinanceSPGIS&P Global$69,681,901$9,188,556 ▼-11.7%132,1510.4%FinanceKASPI KZ JSC$68,380,932$4,653,160 ▼-6.4%805,5240.3%SPONSORED ADSDFINDonnelley Financial Solutions$66,235,897$15,929,682 ▼-19.4%1,074,3860.3%Computer and TechnologyBIOBio-Rad Laboratories$64,458,503$6,701,698 ▼-9.4%267,1080.3%MedicalJNJJohnson & Johnson$62,598,783$13,562,062 ▼-17.8%409,8120.3%MedicalNTESNetEase$62,376,484$27,632,100 ▼-30.7%463,4900.3%Computer and TechnologyPAYXPaychex$59,303,460$26,733,221 ▼-31.1%407,6960.3%Computer and TechnologyAAONAAON$58,296,868$16,556,433 ▲39.7%790,4660.3%ConstructionELVElevance Health$53,886,129$53,886,129 ▲New Holding138,5390.3%MedicalITTITT$51,138,813$2,967,224 ▼-5.5%326,0780.3%Multi-Sector ConglomeratesSIISprott$50,428,031$50,428,031 ▲New Holding729,8890.3%FinanceTSMTaiwan Semiconductor Manufacturing$47,125,321$7,396,710 ▲18.6%208,0680.2%Computer and TechnologyZTSZoetis$45,783,801$45,783,801 ▲New Holding293,5800.2%MedicalCGNXCognex$45,723,333$45,723,333 ▲New Holding1,441,4670.2%Computer and TechnologyABBVAbbVie$45,290,166$2,736,039 ▼-5.7%243,9940.2%MedicalARM HOLDINGS PLC$44,599,320$44,599,320 ▲New Holding275,7470.2%SPONSORED ADSAMEAMETEK$42,972,390$18,451,586 ▼-30.0%237,4690.2%Computer and TechnologyHSYHershey$42,423,624$2,372,255 ▼-5.3%255,6410.2%Consumer StaplesICLRIcon$38,687,518$45,102,008 ▼-53.8%265,9850.2%MedicalSTTState Street$38,458,818$16,469,726 ▼-30.0%361,6590.2%FinanceMKCMcCormick & Company, Incorporated$36,508,316$4,180,336 ▼-10.3%481,5130.2%Consumer StaplesRYANRyan Specialty$33,786,543$966,818 ▼-2.8%496,9340.2%FinanceBWABorgWarner$32,967,421$1,703,697 ▼-4.9%984,6900.2%Auto/Tires/TrucksSNASnap-On$31,635,492$185,876,525 ▼-85.5%101,6630.2%Consumer DiscretionarySNSharkNinja$28,934,084$3,455,246 ▼-10.7%292,2930.1%Retail/WholesaleBRK.BBerkshire Hathaway$27,993,468$2,162,162 ▲8.4%57,6270.1%FinanceIBKRInteractive Brokers Group$25,047,980$17,797,526 ▲245.5%452,0480.1%FinanceCASHPathward Financial$20,175,204$2,583,189 ▼-11.4%254,9950.1%FinanceRMDResMed$20,116,260$699,180 ▼-3.4%77,9700.1%MedicalLPLALPL Financial$19,867,410$728,192 ▼-3.5%52,9840.1%FinanceKNSLKinsale Capital Group$17,268,455$600,520 ▼-3.4%35,6860.1%FinanceENSGThe Ensign Group$16,902,268$16,902,268 ▲New Holding109,5700.1%MedicalFCNCAFirst Citizens BancShares$16,872,597$583,028 ▼-3.3%8,6240.1%FinanceCSLCarlisle Companies$14,755,648$3,912,485 ▼-21.0%39,5170.1%Multi-Sector ConglomeratesRBARB Global$13,839,424$520,862 ▼-3.6%130,3270.1%Business ServicesMUSAMurphy USA$12,896,374$2,054,340 ▲18.9%31,7020.1%Retail/WholesaleDHID.R. Horton$12,261,066$424,534 ▼-3.3%95,1060.1%ConstructionFOURShift4 Payments$10,587,822$4,117,228 ▲63.6%106,8290.1%Business ServicesABNBAirbnb$9,930,264$3,539,698 ▲55.4%75,0360.1%Consumer DiscretionaryWMSAdvanced Drainage Systems$9,463,430$365,370 ▼-3.7%82,3910.0%ConstructionCBZCBIZ$9,226,782$9,226,782 ▲New Holding128,6680.0%Business ServicesKLACKLA$9,182,231$5,955,775 ▼-39.3%10,2510.0%Computer and TechnologyVRSNVeriSign$8,818,797$1,971,349 ▼-18.3%30,5360.0%Computer and TechnologyShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. 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