Mawer Investment Management Ltd. Top Holdings and 13F Report (2023) About Mawer Investment Management Ltd.Investment ActivityMawer Investment Management Ltd. has $14.71 billion in total holdings as of December 31, 2022.Mawer Investment Management Ltd. owns shares of 142 different stocks, but just 40 companies or ETFs make up 80% of its holdings.Approximately 11.65% of the portfolio was purchased this quarter.About 19.80% of the portfolio was sold this quarter.This quarter, Mawer Investment Management Ltd. has purchased 126 new stocks and bought additional shares in 39 stocks.Mawer Investment Management Ltd. sold shares of 74 stocks and completely divested from 12 stocks this quarter.Largest Holdings Alphabet $947,659,680Amazon.com $721,716,639Microsoft $626,627,346Shell $621,389,432NVIDIA $615,992,272 Largest New Holdings this Quarter 920253101 - Valmont Industries $65,914,557 Holding78440P306 - SK Telecom $54,933,975 Holding11135F101 - Broadcom $48,461,548 Holding81762P102 - ServiceNow $33,491,512 Holding346375108 - FormFactor $32,437,642 Holding Largest Purchases this Quarter NVIDIA 2,127,064 shares (about $425.60M)American Electric Power 949,366 shares (about $129.88M)Cencora 457,680 shares (about $129.51M)Booking 683,781 shares (about $121.88M)McKesson 94,769 shares (about $71.61M) Largest Sales this Quarter Amphenol 1,628,476 shares (about $287.13M)MARSH & MCLENNAN COS INC 1,604,431 shares (about $267.41M)Microsoft 635,352 shares (about $237.00M)Alphabet 584,251 shares (about $206.43M)Amazon.com 621,944 shares (about $148.23M) 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 PortfolioSectorGOOGAlphabet$947,659,680$206,433,406 â–¼-17.9%2,682,0816.4%Communication ServicesAMZNAmazon.com$721,716,639$148,234,133 â–¼-17.0%3,028,0974.9%Consumer DiscretionaryMSFTMicrosoft$626,627,346$236,999,003 â–¼-27.4%1,679,8764.3%TechnologySHELShell$621,389,432$69,278,578 â–²12.5%8,013,7924.2%EnergyNVDANVIDIA$615,992,272$425,604,236 â–²223.5%3,078,5764.2%TechnologyVVisa$593,609,172$70,870,729 â–¼-10.7%1,730,1854.0%FinanceWATWaters$456,403,803$70,012,467 â–¼-13.3%1,216,9473.1%HealthcareCORCencora$421,312,792$129,514,286 â–²44.4%1,488,8432.9%HealthcareAPHAmphenol$415,812,811$287,132,888 â–¼-40.8%2,358,2852.8%TechnologyAONAON$388,615,965$34,981,354 â–¼-8.3%1,171,6242.6%FinanceAERAercap$352,822,296$37,847,841 â–¼-9.7%2,420,2382.4%IndustrialsWFCWells Fargo & Company$346,684,386$39,259,619 â–¼-10.2%4,195,1162.4%FinanceNOCNorthrop Grumman$339,744,912$8,298,188 â–¼-2.4%667,0692.3%IndustrialsAEPAmerican Electric Power$312,454,613$129,882,762 â–²71.1%2,283,8582.1%UtilitiesMARSH & MCLENNAN COS INC$311,866,071$267,410,515 â–¼-46.2%1,871,1592.1%COMBRK.ABerkshire Hathaway$310,772,750$70,391,900 â–¼-18.5%4152.1%FinanceMETAMeta Platforms$307,380,030$37,805,772 â–¼-11.0%545,6872.1%Communication ServicesJPMJPMorgan Chase & Co.$303,697,429$60,810,385 â–¼-16.7%927,8022.1%FinanceSOSouthern$289,361,192$38,135,171 â–¼-11.6%3,023,3122.0%UtilitiesTSEMTower Semiconductor$270,566,735$19,040,013 â–²7.6%1,038,0861.8%TechnologyICEIntercontinental Exchange$250,108,060$6,029,805 â–¼-2.4%2,031,5821.7%FinanceMAMastercard$222,997,930$9,259,181 â–¼-4.0%434,1861.5%FinanceCMECME Group$211,100,672$16,641,086 â–¼-7.3%955,9421.4%FinanceSPGIS&P Global$174,540,640$18,514,854 â–²11.9%428,5731.2%FinanceSIISprott$148,381,319$3,423,979 â–¼-2.3%1,320,7061.0%FinanceUBERUber Technologies$143,151,585$16,594,491 â–¼-10.4%1,983,8081.0%IndustrialsMEDPMedpace$141,493,208$94,759,009 â–¼-40.1%267,1751.0%HealthcareMLMMartin Marietta Materials$139,299,002$8,150,501 â–¼-5.5%241,5450.9%MaterialsMCKMcKesson$136,347,264$71,607,456 â–²110.6%180,4490.9%HealthcareBWXTBWX Technologies$134,259,838$8,644,796 â–¼-6.0%689,7500.9%IndustrialsCDWCDW$133,520,944$14,361,313 â–¼-9.7%949,3810.9%TechnologyTXNTexas Instruments$133,291,241$2,844,184 â–²2.2%447,1810.9%TechnologyBKNGBooking$131,983,690$121,877,126 â–²1,205.9%740,4830.9%Consumer DiscretionaryCORPAY INC$122,562,375$48,559,772 â–¼-28.4%367,7570.8%COM SHSAJGArthur J. Gallagher & Co.$117,086,439$16,357,092 â–¼-12.3%510,0250.8%FinancePGProcter & Gamble$115,043,333$9,781,475 â–¼-7.8%784,5290.8%Consumer StaplesFCNFTI Consulting$109,800,701$85,555,135 â–¼-43.8%736,8680.7%IndustrialsABBVAbbVie$108,518,743$30,540,540 â–²39.2%431,2460.7%HealthcareAAONAAON$108,487,247$836,007 â–²0.8%855,1730.7%IndustrialsABTAbbott Laboratories$107,679,071$6,083,391 â–¼-5.3%1,186,6770.7%HealthcareABNBAirbnb$106,869,799$15,579,011 â–¼-12.7%746,8190.7%Consumer DiscretionaryCACICACI International$104,103,787$237,652 â–²0.2%224,7200.7%IndustrialsNOVTNovanta$95,652,324$17,422,954 â–²22.3%589,5730.7%TechnologyNUNU$95,602,116$7,317,659 â–¼-7.1%7,155,8470.6%FinanceCGNXCognex$94,520,774$8,571,849 â–²10.0%1,305,1750.6%TechnologyITTITT$83,627,364$6,199,776 â–¼-6.9%422,8730.6%IndustrialsVRSKVerisk Analytics$83,353,266$32,126,714 â–²62.7%464,2860.6%IndustrialsJNJJohnson & Johnson$81,899,484$10,065,593 â–¼-10.9%322,4770.6%HealthcareELVElevance Health$72,431,822$660,535 â–¼-0.9%187,2930.5%HealthcareVZVerizon Communications$70,986,821$44,635,082 â–¼-38.6%1,676,5900.5%Communication ServicesESQEsquire Financial$69,544,875$16,835,365 â–¼-19.5%583,8710.5%FinanceHDBHDFC Bank$67,796,233$1,555,508 â–¼-2.2%2,624,7090.5%FinanceVMIValmont Industries$65,914,557$65,914,557 â–²New Holding114,1180.4%IndustrialsVEEVVeeva Systems$63,070,886$62,095,866 â–²6,368.7%355,3890.4%HealthcareDHRDanaher$60,874,170$3,663,692 â–¼-5.7%319,5830.4%HealthcareTWTradeweb Markets$57,745,496$4,696,577 â–¼-7.5%579,4250.4%FinanceTSMTaiwan Semiconductor Manufacturing$57,465,043$6,667,355 â–¼-10.4%120,3280.4%TechnologySKMSK Telecom$54,933,975$54,933,975 â–²New Holding1,708,1460.4%Communication ServicesUNHUnitedHealth Group$54,012,781$6,896,133 â–¼-11.3%129,9540.4%HealthcareTMETencent Music Entertainment Group$51,793,756$8,449,398 â–¼-14.0%6,202,8450.4%Communication ServicesLITELumentum$49,492,901$41,870,754 â–²549.3%57,6800.3%TechnologyHSYHershey$48,842,648$2,255,936 â–²4.8%278,3850.3%Consumer StaplesAVGOBroadcom$48,461,548$48,461,548 â–²New Holding128,2900.3%TechnologyBBSIBarrett Business Services$43,710,024$16,738,338 â–¼-27.7%1,230,5750.3%IndustrialsIPARInterparfums$43,188,027$8,415,899 â–²24.2%386,0900.3%Consumer StaplesKAROPENLANE$41,250,805$3,481,192 â–¼-7.8%1,000,2620.3%IndustrialsNKENIKE$38,998,978$4,904,695 â–¼-11.2%950,0360.3%Consumer DiscretionarySANDISK CORP$38,903,520$30,531,646 â–¼-44.0%17,1100.3%COMAMEAMETEK$35,593,487$12,530,073 â–¼-26.0%147,1170.2%TechnologyDORMDorman Products$35,190,046$369,370 â–²1.1%257,8970.2%Consumer DiscretionaryBDXBecton, Dickinson and Company$35,092,670$18,662,923 â–¼-34.7%231,8950.2%HealthcareFERGUSON ENTERPRISES INC$34,361,112$125,132,005 â–¼-78.5%144,7820.2%COMMON STOCK NEWNOWServiceNow$33,491,512$33,491,512 â–²New Holding337,3440.2%TechnologyMEDLINE INC$33,151,923$18,665,769 â–²128.9%840,5660.2%COM CL AFORMFormFactor$32,437,642$32,437,642 â–²New Holding202,8240.2%TechnologyKLACKLA$32,221,723$29,380,822 â–²1,034.2%106,7970.2%TechnologyWCCWESCO International$25,774,605$25,774,605 â–²New Holding74,6160.2%IndustrialsBRK.BBerkshire Hathaway$25,444,832$1,909,488 â–¼-7.0%50,8500.2%FinanceADSKAutodesk$25,322,816$25,322,816 â–²New Holding130,2480.2%TechnologyATRAptarGroup$24,200,158$58,090,420 â–¼-70.6%193,2920.2%MaterialsVRTVertiv$24,116,415$13,135,323 â–²119.6%72,0280.2%IndustrialsATATAtour Lifestyle$23,921,804$3,311,334 â–²16.1%752,2580.2%Consumer DiscretionaryCASHPathward Financial$23,650,284$270,931 â–²1.2%271,6550.2%FinanceBSXBoston Scientific$22,643,148$2,523,498 â–¼-10.0%530,5330.2%HealthcareBIOBio-Rad Laboratories$21,015,723$34,413,147 â–¼-62.1%71,5770.1%HealthcareSNSharkNinja$19,655,621$8,069,701 â–¼-29.1%129,0840.1%Consumer DiscretionaryBWABorgWarner$19,640,921$35,754,873 â–¼-64.5%295,7970.1%Consumer DiscretionaryIBKRInteractive Brokers Group$19,432,724$12,726,988 â–¼-39.6%223,2620.1%FinanceZTSZoetis$18,481,314$35,649,602 â–¼-65.9%257,1850.1%HealthcareRXORXO$18,136,149$18,136,149 â–²New Holding657,3450.1%IndustrialsLPLALPL Financial$18,095,968$4,371,674 â–²31.9%64,2430.1%FinanceRYANRyan Specialty$17,744,141$1,180,944 â–¼-6.2%469,9190.1%FinanceTERTeradyne$17,416,788$17,416,788 â–²New Holding35,9970.1%TechnologyRMDResMed$17,415,841$1,044,557 â–²6.4%89,3670.1%HealthcareKKRKKR & Co. Inc.$17,402,222$1,948,581 â–¼-10.1%189,6080.1%FinanceKNSLKinsale Capital Group$17,321,951$2,411,241 â–¼-12.2%52,5210.1%FinanceSHWSherwin-Williams$16,732,230$18,923,827 â–¼-53.1%48,5950.1%MaterialsSFMSprouts Farmers Market$15,679,440$5,145,340 â–²48.8%185,3800.1%Consumer StaplesXPELXPEL$15,385,920$15,385,920 â–²New Holding310,2000.1%Consumer DiscretionaryDFINDonnelley Financial Solutions$14,563,194$3,211,189 â–¼-18.1%347,1560.1%FinanceShowing 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 Unlock superior investment research and tools. Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools and reports. Get MarketBeat All Access MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. 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