StockDriftsStockDriftsTop 50 Mawer Investment Management Ltd. Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| GOOG | ALPHABET INC | 6.07% | 3.27M | $937.0M | -10.98%(-402.73K) | $69.70(+411.05%) | 2026-03-31 | |
| MSFT | MICROSOFT CORP | 5.55% | 2.32M | $857.0M | -11.85%(-311.34K) | $147.61(+164.55%) | 2026-03-31 | |
| AMZN | AMAZON COM INC | 4.92% | 3.65M | $760.2M | -10.32%(-419.91K) | $146.41(+65.75%) | 2026-03-31 | |
| SHEL | SHELL PLC | 4.29% | 7.12M | $662.2M | -11.82%(-954.75K) | $63.15(+23.54%) | 2026-03-31 | |
| MRSH | MARSH & MCLENNAN COS INC | 3.9% | 3.48M | $602.8M | -11.01%(-430.10K) | $100.64(+77.41%) | 2026-03-31 | |
| V | VISA INC | 3.79% | 1.94M | $585.4M | -4.84%(-98.46K) | $132.40(+173.52%) | 2026-03-31 | |
| APH | AMPHENOL CORP | 3.26% | 3.99M | $503.7M | -21.61%(-1.10M) | $25.43(+547.32%) | 2026-03-31 | |
| NOC | NORTHROP GRUMMAN CORP | 3.02% | 683.4K | $466.2M | -19.24%(-162.77K) | $506.09(+8.48%) | 2026-03-31 | |
| WAT | WATERS CORP | 2.71% | 1.40M | $418.0M | +8.08%(+104.88K) | $284.79(+33.18%) | 2026-03-31 | |
| AON | AON PLC | 2.67% | 1.28M | $412.2M | -13.58%(-200.60K) | $116.76(+206.15%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +5.70% | +18.09% |
| Top 20 Holdings Unweighted | +5.30% | +16.77% |
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