Mawer Investment Management Ltd. Top Holdings and 13F Report (2023) About Mawer Investment Management Ltd.Investment ActivityMawer Investment Management Ltd. has $20.71 billion in total holdings as of December 31, 2022.Mawer Investment Management Ltd. owns shares of 105 different stocks, but just 33 companies or ETFs make up 80% of its holdings.Approximately 5.62% of the portfolio was purchased this quarter.About 10.87% of the portfolio was sold this quarter.This quarter, Mawer Investment Management Ltd. has purchased 100 new stocks and bought additional shares in 21 stocks.Mawer Investment Management Ltd. sold shares of 71 stocks and completely divested from 6 stocks this quarter.Largest Holdings Marsh & McLennan Companies $1,457,374,491AON $1,306,450,647Microsoft $1,149,845,471UnitedHealth Group $1,086,221,885Alphabet $949,334,251 Largest New Holdings this Quarter 084670108 - Berkshire Hathaway $546,134,054 Holding58506Q109 - Medpace $212,130,967 Holding73278L105 - Pool $168,734,733 Holding000360206 - AAON $44,219,392 Holding49714P108 - Kinsale Capital Group $17,972,740 Holding Largest Purchases this Quarter Berkshire Hathaway 684 shares (about $546.13M)Medpace 696,219 shares (about $212.13M)Pool 530,029 shares (about $168.73M)AAON 565,972 shares (about $44.22M)Berkshire Hathaway 52,426 shares (about $27.92M) Largest Sales this Quarter AON 629,153 shares (about $251.09M)Intercontinental Exchange 1,428,583 shares (about $246.43M)S&P Global 463,983 shares (about $235.75M)XP 12,090,798 shares (about $166.25M)Amphenol 2,483,941 shares (about $162.92M) 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 PortfolioSectorMMCMarsh & McLennan Companies$1,457,374,491$60,849,369 ▼-4.0%5,972,1127.0%FinanceAONAON$1,306,450,647$251,088,671 ▼-16.1%3,273,5746.3%FinanceMSFTMicrosoft$1,149,845,471$43,153,708 ▼-3.6%3,063,0695.6%Computer and TechnologyUNHUnitedHealth Group$1,086,221,885$29,519,598 ▼-2.6%2,073,9325.2%MedicalGOOGAlphabet$949,334,251$48,331,625 ▼-4.8%6,076,5174.6%Computer and TechnologyVVisa$846,032,869$35,876,941 ▼-4.1%2,414,0644.1%Business ServicesBKNGBooking$779,705,696$28,470,704 ▼-3.5%169,2473.8%Retail/WholesaleAMZNAmazon.com$747,757,188$28,011,219 ▼-3.6%3,930,1863.6%Retail/WholesaleFCNFTI Consulting$651,734,784$15,350,340 ▼-2.3%3,972,0553.1%Business ServicesAPHAmphenol$581,516,546$162,921,690 ▼-21.9%8,865,9332.8%Computer and TechnologyFDXFedEx$554,542,699$21,218,855 ▼-3.7%2,274,7672.7%TransportationBRK.ABerkshire Hathaway$546,134,054$546,134,054 ▲New Holding6842.6%FinanceNSPInsperity$455,301,607$10,267,964 ▼-2.2%5,102,5622.2%Business ServicesCDWCDW$453,378,425$34,119,675 ▼-7.0%2,829,0182.2%Computer and TechnologyRHIRobert Half$425,782,879$14,959,137 ▼-3.4%7,805,3692.1%Business ServicesLULULululemon Athletica$374,424,975$13,085,015 ▼-3.4%1,322,7761.8%Consumer DiscretionarySHELShell$361,245,778$15,827,454 ▼-4.2%4,929,6641.7%EnergyCORPAY INC$360,312,499$46,619,679 ▼-11.5%1,033,2431.7%COM SHSXPXP$338,104,608$166,248,473 ▼-33.0%24,589,4261.6%FinanceDEDeere & Company$280,788,168$9,946,935 ▼-3.4%598,2491.4%IndustrialsAJGArthur J. Gallagher & Co.$255,238,349$7,816,579 ▼-3.0%739,3071.2%FinanceWMGWarner Music Group$247,156,691$9,711,948 ▼-3.8%7,883,7861.2%Consumer DiscretionaryTNETTriNet Group$238,045,677$32,771,762 ▼-12.1%3,004,1101.1%Business ServicesACNAccenture$236,777,200$20,513,822 ▼-8.0%758,8041.1%Computer and TechnologySNASnap-on$235,566,957$8,398,289 ▼-3.4%698,9911.1%Consumer DiscretionaryICEIntercontinental Exchange$235,459,568$246,430,568 ▼-51.1%1,364,9831.1%FinanceCMECME Group$231,125,954$5,329,676 ▼-2.3%871,2201.1%FinanceVZVerizon Communications$213,295,194$5,036,548 ▼-2.3%4,702,2751.0%Computer and TechnologyMEDPMedpace$212,130,967$212,130,967 ▲New Holding696,2191.0%MedicalYUMCYum China$210,536,106$9,050,891 ▼-4.1%4,044,1051.0%Retail/WholesaleCORCencora$190,718,850$8,928,358 ▼-4.5%685,8170.9%MedicalWATWaters$189,265,855$2,307,985 ▼-1.2%513,5140.9%MedicalPGProcter & Gamble$186,513,442$154,644,561 ▼-45.3%1,094,4340.9%Consumer StaplesATRAptarGroup$178,581,710$773,060 ▼-0.4%1,203,5430.9%IndustrialsABTAbbott Laboratories$173,933,466$5,954,128 ▼-3.3%1,311,2210.8%MedicalMAMastercard$168,953,057$7,284,515 ▼-4.1%308,2410.8%Business ServicesPOOLPool$168,734,733$168,734,733 ▲New Holding530,0290.8%Consumer DiscretionaryFERGUSON ENTERPRISES INC$159,698,517$11,999,945 ▼-7.0%996,6830.8%COMMON STOCK NEWTMETencent Music Entertainment Group$158,281,616$6,963,762 ▼-4.2%10,984,1510.8%Consumer DiscretionaryMLMMartin Marietta Materials$138,899,634$6,129,148 ▲4.6%290,5060.7%ConstructionAEPAmerican Electric Power$127,311,788$4,672,713 ▼-3.5%1,165,1120.6%UtilitiesVRSKVerisk Analytics$122,403,070$11,051,821 ▼-8.3%411,2730.6%Business ServicesJPMJPMorgan Chase & Co.$105,967,883$2,669,845 ▼-2.5%431,9930.5%FinanceSHWSherwin-Williams$105,753,937$3,778,934 ▼-3.5%302,8550.5%Basic MaterialsCACICACI International$105,512,983$10,902,294 ▲11.5%287,5640.5%Computer and TechnologyBDXBecton, Dickinson and Company$101,617,201$5,368,708 ▼-5.0%443,6270.5%MedicalICLRICON Public$100,806,664$4,397,849 ▼-4.2%576,0710.5%MedicalPAYXPaychex$91,253,534$27,313,114 ▼-23.0%591,4800.4%Business ServicesHDBHDFC Bank$90,980,943$3,205,597 ▼-3.4%1,369,3700.4%FinanceOSISOSI Systems$89,595,015$16,270,922 ▲22.2%461,0220.4%Computer and TechnologyDHRDanaher$89,094,640$1,589,980 ▲1.8%434,6080.4%MedicalNKENIKE$87,561,582$1,418,207 ▼-1.6%1,379,3570.4%Consumer DiscretionaryJNJJohnson & Johnson$82,687,492$2,046,134 ▼-2.4%498,5980.4%MedicalSOSouthern$81,439,287$2,904,057 ▼-3.4%885,6910.4%UtilitiesBBSIBarrett Business Services$80,782,182$6,066,950 ▼-7.0%1,963,1150.4%Business ServicesKASPI KZ JSC$79,882,383$3,431,457 ▼-4.1%860,3380.4%SPONSORED ADSTWTradeweb Markets$79,018,132$6,862,860 ▼-8.0%532,2520.4%FinanceBWXTBWX Technologies$76,843,516$2,388,612 ▼-3.0%778,9510.4%Computer and TechnologySPGIS&P Global$76,000,074$235,749,763 ▼-75.6%149,5770.4%Business ServicesBIOBio-Rad Laboratories$71,820,729$9,243,589 ▲14.8%294,8790.3%MedicalNTESNetEase$68,834,028$3,378,967 ▼-4.7%668,8110.3%Computer and TechnologyCVSCVS Health$63,444,081$426,486 ▼-0.7%936,4440.3%MedicalESQEsquire Financial$58,788,033$27,112,452 ▲85.6%779,8890.3%FinanceAMEAMETEK$58,430,169$12,715,638 ▼-17.9%339,4340.3%Computer and TechnologyDFINDonnelley Financial Solutions$58,255,595$17,605,820 ▼-23.2%1,332,7750.3%Computer and TechnologyTXNTexas Instruments$56,546,918$656,983 ▼-1.1%314,6740.3%Computer and TechnologyABBVAbbVie$54,209,948$715,720 ▼-1.3%258,7340.3%MedicalSTTState Street$46,245,558$20,479,271 ▼-30.7%516,5370.2%FinanceHSYHershey$46,167,154$14,350,956 ▼-23.7%269,9360.2%Consumer StaplesITTITT$44,559,942$2,170,792 ▼-4.6%344,9980.2%Multi-Sector ConglomeratesAAONAAON$44,219,392$44,219,392 ▲New Holding565,9720.2%ConstructionMKCMcCormick & Company, Incorporated$44,171,497$306,111 ▼-0.7%536,6480.2%Consumer StaplesVVVValvoline$42,622,060$25,200,282 ▲144.6%1,224,4200.2%Retail/WholesaleRYANRyan Specialty$37,758,946$5,344,199 ▼-12.4%511,1540.2%FinanceBWABorgWarner$29,669,281$1,307,586 ▼-4.2%1,035,5770.1%Auto/Tires/TrucksTSMTaiwan Semiconductor Manufacturing$29,118,060$2,090,604 ▲7.7%175,4100.1%Computer and TechnologyBRK.BBerkshire Hathaway$28,320,474$27,921,039 ▲6,990.1%53,1760.1%FinanceSNSharkNinja$27,291,585$2,702,484 ▲11.0%327,1980.1%Retail/WholesaleIBKRInteractive Brokers Group$21,667,617$472,428 ▲2.2%130,8510.1%FinanceCASHPathward Financial$20,983,630$2,103,076 ▲11.1%287,6440.1%FinanceRMDResMed$18,060,218$1,513,898 ▼-7.7%80,6800.1%MedicalKNSLKinsale Capital Group$17,972,740$17,972,740 ▲New Holding36,9270.1%FinanceLPLALPL Financial$17,968,492$1,008,900 ▼-5.3%54,9260.1%FinanceCSLCarlisle Companies$17,023,298$3,288,549 ▲23.9%49,9950.1%Multi-Sector ConglomeratesFCNCAFirst Citizens BancShares$16,542,459$1,448,068 ▼-8.0%8,9220.1%FinanceORLYO'Reilly Automotive$13,825,830$1,388,170 ▲11.2%9,6510.1%Retail/WholesaleRBARB Global$13,563,770$1,471,200 ▲12.2%135,2320.1%Business ServicesXPELXPEL$13,021,510$1,341,990 ▲11.5%443,2100.1%Auto/Tires/TrucksMUSAMurphy USA$12,521,376$12,521,376 ▲New Holding26,6520.1%Retail/WholesaleDHID.R. Horton$12,509,465$1,252,103 ▲11.1%98,3990.1%ConstructionMBCMasterBrand$11,515,485$1,156,959 ▲11.2%881,7370.1%Consumer DiscretionaryKLACKLA$11,488,620$1,148,862 ▲11.1%16,9000.1%Computer and TechnologyVRSNVeriSign$9,485,091$1,632,892 ▼-14.7%37,3620.0%Computer and TechnologyWMSAdvanced Drainage Systems$9,297,398$966,116 ▲11.6%85,5720.0%ConstructionWINAWinmark$8,918,796$15,784,152 ▼-63.9%28,0580.0%Retail/WholesaleEEFTEuronet Worldwide$8,907,657$9,938,973 ▼-52.7%83,3660.0%FinanceCRLCharles River Laboratories International$7,813,794$795,197 ▲11.3%51,9120.0%MedicalGOOGLAlphabet$6,657,716$309,435 ▼-4.4%43,0530.0%Computer and TechnologyABNBAirbnb$5,768,604$5,768,604 ▲New Holding48,2890.0%Consumer DiscretionaryFOURShift4 Payments$5,334,601$5,334,601 ▲New Holding65,2870.0%Business ServicesShowing largest 100 holdings. View all holdings. 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