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The Top 150 BSDs
Real-time 13F holding analysis for the industry's most influential institutional investors. Track conviction shifts, new entries, and structural exits.
Real-time 13F holding analysis for the industry's most influential institutional investors. Track conviction shifts, new entries, and structural exits.
Institutional Investor • Mawer Investment Management
Value
$17.9B
Stocks
50 Stocks
Turnover
1.0%
Top Holdings
GOOG(7.44%) AMZN(5.67%) MSFT(4.92%) SHEL(4.88%) NVDA(4.84%)
Investment philosophy details pending verification.
| Ticker | P/C | Company Name | Sector | Market Value | Shares | Weight | Chg Shares | % Chg |
|---|---|---|---|---|---|---|---|---|
| GOOG | None | Alphabet Inc. | Communication Services | $947.7M | 0 | 7.4% | 0 | No Change |
| AMZN | None | Amazon.com, Inc. | Consumer Discretionary | $721.7M | 0 | 5.7% | 0 | No Change |
| MSFT | None | Microsoft Corporation | Information Technology | $626.6M | 0 | 4.9% | 0 | No Change |
| SHEL | None | Shell plc | Energy | $621.4M | 0 | 4.9% | 0 | No Change |
| NVDA | None | NVIDIA Corporation | Information Technology | $616.0M | 0 | 4.8% | 0 | No Change |
| V | None | Visa Inc. | Financials | $593.6M | 0 | 4.7% | 0 | No Change |
| WAT | None | Waters Corporation | Health Care | $456.4M | 0 | 3.6% | 0 | No Change |
| COR | None | Cencora, Inc. | Health Care | $421.3M | 0 | 3.3% | 0 | No Change |
| APH | None | Amphenol Corporation | Information Technology | $415.8M | 0 | 3.3% | 0 | No Change |
| AON | None | Aon | Financials | $388.6M | 0 | 3.0% | 0 | No Change |
| Ticker | Amount | % Chg | Weight | Status |
|---|---|---|---|---|
| No recent buys. | ||||
| Sector | Stocks | Value | Exposure |
|---|---|---|---|
| Financials | 11 | $2852.4M | 22.4% |
| Information Technology | 9 | $2565.6M | 20.1% |
| Health Care | 8 | $1526.1M | 12.0% |
| Communication Services | 3 | $1326.0M | 10.4% |
| Industrials | 7 | $1212.1M | 9.5% |
| Consumer Discretionary | 3 | $960.6M | 7.5% |
| General | 4 | $812.8M | 6.4% |
| Energy | 1 | $621.4M | 4.9% |
| Utilities | 2 | $601.8M | 4.7% |
| Materials | 1 | $139.3M | 1.1% |
| Consumer Staples | 1 | $115.0M | 0.9% |