Mawer Investment Management Ltd. Top Holdings and 13F Report (2023) → Crypto Pioneer Says: “The last crypto bull market has begun.” (From InvestorPlace) (Ad) About Mawer Investment Management Ltd.Investment ActivityMawer Investment Management Ltd. has $21.56 billion in total holdings as of December 31, 2022.Mawer Investment Management Ltd. owns shares of 105 different stocks, but just 28 companies or ETFs make up 80% of its holdings.Approximately 8.44% of the portfolio was purchased this quarter.About 5.23% of the portfolio was sold this quarter.This quarter, Mawer Investment Management Ltd. has purchased 107 new stocks and bought additional shares in 51 stocks.Mawer Investment Management Ltd. sold shares of 44 stocks and completely divested from 10 stocks this quarter.Largest Holdings Marsh & McLennan Companies $1,465,237,494AON $1,452,910,423Microsoft $1,401,956,842UnitedHealth Group $1,075,874,055Amphenol $943,531,510 Largest New Holdings this Quarter CORPAY INC $359,436,450 HoldingKASPI.KZ JSC $132,055,778 HoldingCVS Health $82,065,303 HoldingSnap-on $55,953,884 HoldingMatch Group $9,693,726 Holding Largest Purchases this Quarter CORPAY INC 1,164,959 shares (about $359.44M)FedEx 684,679 shares (about $198.38M)Booking 43,743 shares (about $158.69M)Alphabet 977,850 shares (about $148.89M)Robert Half 1,875,476 shares (about $148.69M) Largest Sales this Quarter Dun & Bradstreet 9,968,687 shares (about $100.09M)Verisk Analytics 355,523 shares (about $83.81M)LINDE PLC 81,547 shares (about $37.86M)Becton, Dickinson and Company 147,813 shares (about $36.58M)Winmark 93,240 shares (about $33.72M) 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$1,465,237,494$9,088,044 ▼-0.6%7,113,4946.8%FinanceAONAON$1,452,910,423$23,133,804 ▼-1.6%4,353,6816.7%FinanceMSFTMicrosoft$1,401,956,842$9,625,653 ▼-0.7%3,332,2806.5%Computer and TechnologyUNHUnitedHealth Group$1,075,874,055$64,768,598 ▲6.4%2,174,8015.0%MedicalAPHAmphenol$943,531,510$268,535 ▲0.0%8,179,7274.4%Computer and TechnologyGOOGAlphabet$937,120,865$148,887,441 ▲18.9%6,154,7414.3%Computer and TechnologyFCNFTI Consulting$801,246,958$31,485,039 ▲4.1%3,810,2003.7%Business ServicesCDWCDW$793,410,121$7,098,662 ▲0.9%3,101,9243.7%Computer and TechnologyBKNGBooking$702,049,198$158,694,355 ▲29.2%193,5153.3%Retail/WholesaleFDXFedEx$654,400,680$198,378,894 ▲43.5%2,258,5793.0%TransportationICEIntercontinental Exchange$645,434,085$3,953,999 ▲0.6%4,696,4573.0%FinanceAMZNAmazon.com$642,992,469$4,049,351 ▼-0.6%3,564,6553.0%Retail/WholesaleVVisa$622,254,629$1,155,949 ▼-0.2%2,229,6642.9%Business ServicesTNETTriNet Group$553,519,372$4,353,224 ▼-0.8%4,177,8202.6%Business ServicesNSPInsperity$547,089,598$85,596,312 ▲18.5%4,991,2382.5%Business ServicesXPXP$480,357,330$14,370,806 ▲3.1%18,720,0832.2%FinanceJNJJohnson & Johnson$470,542,325$1,601,357 ▼-0.3%2,974,5392.2%MedicalPGProcter & Gamble$455,114,170$1,485,723 ▲0.3%2,805,0182.1%Consumer StaplesCORPAY INC$359,436,450$359,436,450 ▲New Holding1,164,9591.7%COM SHSSHELShell$341,821,072$15,185,432 ▼-4.3%5,098,7631.6%Oils/EnergySPGIS&P Global$318,138,321$8,844,680 ▼-2.7%747,7691.5%Business ServicesRHIRobert Half$289,818,029$148,687,737 ▲105.4%3,655,6261.3%Business ServicesACNAccenture$264,468,283$6,294,438 ▼-2.3%763,0141.2%Business ServicesSCCOSouthern Copper$229,271,944$10,380,907 ▼-4.3%2,152,3841.1%Basic MaterialsCMECME Group$216,158,910$4,163,063 ▲2.0%1,004,0361.0%FinanceAJGArthur J. Gallagher & Co.$211,951,407$14,309,789 ▼-6.3%847,6701.0%FinanceMRNAModerna$204,229,699$12,853,374 ▲6.7%1,916,5700.9%MedicalWATWaters$200,979,718$5,708,366 ▼-2.8%583,8530.9%MedicalCORCencora$191,309,186$5,923,853 ▼-3.0%787,3130.9%MedicalMLMMartin Marietta Materials$172,486,443$1,024,666 ▼-0.6%280,9500.8%ConstructionVZVerizon Communications$167,836,308$816,290 ▲0.5%3,999,9120.8%Computer and TechnologyABTAbbott Laboratories$165,197,990$9,411,048 ▼-5.4%1,453,4400.8%MedicalMAMastercard$162,385,886$21,210,269 ▲15.0%337,2010.8%Business ServicesSHWSherwin-Williams$142,647,389$1,970,056 ▼-1.4%410,6970.7%ConstructionVRSKVerisk Analytics$142,265,884$83,807,437 ▼-37.1%603,5120.7%Business ServicesBDXBecton, Dickinson and Company$136,300,656$36,576,327 ▼-21.2%550,8210.6%MedicalPAYXPaychex$133,937,223$10,208,855 ▼-7.1%1,090,6940.6%Business ServicesKASPI.KZ JSC$132,055,778$132,055,778 ▲New Holding1,026,5530.6%SPONSORED ADSDFINDonnelley Financial Solutions$126,637,070$40,792,348 ▲47.5%2,042,2040.6%Computer and TechnologyDHRDanaher$114,113,550$142,340 ▼-0.1%456,9660.5%Multi-Sector ConglomeratesJPMJPMorgan Chase & Co.$113,277,462$5,067,390 ▼-4.3%565,5390.5%FinanceSTTState Street$101,941,858$29,671,086 ▲41.1%1,318,4410.5%FinanceNKENIKE$99,419,093$7,070,209 ▲7.7%1,057,8750.5%Consumer DiscretionaryAMEAMETEK$96,124,558$2,437,874 ▼-2.5%525,5580.4%Computer and TechnologyBWXTBWX Technologies$93,199,689$5,594,740 ▼-5.7%908,2020.4%Computer and TechnologyGICGlobal Industrial$89,668,636$2,811,154 ▲3.2%2,002,4260.4%Industrial ProductsHDBHDFC Bank$88,571,909$36,008,299 ▲68.5%1,582,4890.4%FinanceCVSCVS Health$82,065,303$82,065,303 ▲New Holding1,028,9030.4%Retail/WholesaleCBZCBIZ$80,849,348$241,152 ▼-0.3%1,029,9280.4%Business ServicesHSYHershey$75,932,606$24,942,875 ▲48.9%390,3990.4%Consumer StaplesPEPPepsiCo$75,194,447$1,948,911 ▲2.7%429,6580.3%Consumer StaplesAEPAmerican Electric Power$74,327,117$10,713,423 ▲16.8%863,2650.3%UtilitiesDGDollar General$74,279,098$8,873,884 ▼-10.7%475,9650.3%Retail/WholesaleATRAptarGroup$73,334,546$10,102,229 ▼-12.1%509,6570.3%Industrial ProductsCTSHCognizant Technology Solutions$72,158,476$1,025,913 ▼-1.4%984,5610.3%Computer and TechnologyALLEAllegion$70,132,585$4,685,348 ▼-6.3%520,6190.3%Industrial ProductsSOSouthern$68,811,788$10,482,003 ▲18.0%959,1830.3%UtilitiesWINAWinmark$66,310,823$33,724,908 ▼-33.7%183,3310.3%Retail/WholesaleTXNTexas Instruments$60,118,303$244,068 ▲0.4%345,0910.3%Computer and TechnologyTWTradeweb Markets$59,817,643$3,813,351 ▼-6.0%574,2310.3%FinanceMKCMcCormick & Company, Incorporated$57,914,356$593,204 ▲1.0%753,9950.3%Consumer StaplesCNXNPC Connection$56,120,473$22,301,218 ▼-28.4%851,2130.3%Retail/WholesaleSNASnap-on$55,953,884$55,953,884 ▲New Holding188,8930.3%Consumer DiscretionaryABBVAbbVie$53,494,607$630,430 ▼-1.2%293,7650.2%MedicalELEstée Lauder Companies$49,616,106$5,517,953 ▲12.5%321,8690.2%Consumer StaplesCARRCarrier Global$47,446,345$13,746,292 ▼-22.5%816,2110.2%Computer and TechnologyBIOBio-Rad Laboratories$46,122,802$3,277,118 ▲7.6%133,3530.2%MedicalLINDE PLC$44,788,772$37,863,903 ▼-45.8%96,4610.2%SHSBWABorgWarner$41,032,352$7,452,599 ▲22.2%1,181,1270.2%Auto/Tires/TrucksWTWWillis Towers Watson Public$40,749,500$8,441,950 ▼-17.2%148,1800.2%FinanceRYANRyan Specialty$37,094,480$530,525 ▼-1.4%668,3690.2%FinanceTSMTaiwan Semiconductor Manufacturing$35,390,414$1,570,697 ▼-4.2%260,1280.2%Computer and TechnologyCCUCompañía Cervecerías Unidas$35,377,754$115,979 ▼-0.3%2,950,6050.2%Consumer StaplesDNBDun & Bradstreet$33,415,881$100,085,617 ▼-75.0%3,328,2750.2%Business ServicesTDToronto-Dominion Bank$31,490,827$555,496 ▼-1.7%521,5440.1%FinanceVVVValvoline$13,459,382$6,724,142 ▲99.8%301,9830.1%Basic MaterialsSNSharkNinja$13,061,092$7,205,458 ▲123.1%209,6820.1%Consumer DiscretionaryCRLCharles River Laboratories International$12,355,049$5,303,575 ▲75.2%45,5990.1%MedicalRMDResMed$10,466,678$6,092,195 ▲139.3%52,8540.0%MedicalEEFTEuronet Worldwide$10,145,879$5,065,684 ▲99.7%92,2940.0%FinanceMTCHMatch Group$9,693,726$9,693,726 ▲New Holding267,1920.0%Retail/WholesaleFCNCAFirst Citizens BancShares$9,309,690$4,599,255 ▲97.6%5,6940.0%FinanceULTAUlta Beauty$9,162,426$4,574,677 ▲99.7%17,5230.0%Retail/WholesaleKLACKLA$8,913,753$4,442,207 ▲99.3%12,7600.0%Computer and TechnologySSNCSS&C Technologies$8,426,741$31,451,117 ▼-78.9%130,9110.0%Computer and TechnologyHUMHumana$8,352,138$4,183,523 ▲100.4%24,0890.0%MedicalGOOGLAlphabet$8,242,136$234,847 ▼-2.8%54,6090.0%Computer and TechnologyCNXCConcentrix$7,997,191$4,545,341 ▲131.7%120,7670.0%Business ServicesRBARB Global$7,951,996$3,616,095 ▲83.4%104,3980.0%Business ServicesCSLCarlisle Companies$7,933,003$3,951,807 ▲99.3%20,2450.0%Multi-Sector ConglomeratesLPLALPL Financial$7,827,189$3,909,896 ▲99.8%29,6260.0%FinanceCSWICSW Industrials$7,292,541$3,655,303 ▲100.5%31,0850.0%Basic MaterialsFERGFerguson$6,578,019$2,987,904 ▲83.2%30,1150.0%Industrial ProductsCACICACI International$6,452,233$2,370,718 ▲58.1%17,0320.0%Computer and TechnologyORLYO'Reilly Automotive$5,893,882$2,931,701 ▲99.0%5,2210.0%Retail/WholesaleWMSAdvanced Drainage Systems$5,751,438$5,751,438 ▲New Holding33,3920.0%ConstructionIBKRInteractive Brokers Group$5,699,109$5,699,109 ▲New Holding51,0170.0%FinanceVRSNVeriSign$4,793,087$3,151,551 ▲192.0%25,2920.0%Computer and TechnologyIACIAC$4,687,626$1,562,702 ▲50.0%87,8820.0%Multi-Sector ConglomeratesCPRTCopart$4,353,788$2,174,374 ▲99.8%75,1690.0%Business ServicesShowing largest 100 holdings. 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