Equal-WT
WhaleScore 2.0
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USS Investment Management LTD is based out of London. Their last reported 13F filing for Q4 2023 included $11,228,322,375 in managed 13F securities
and a top 10 holdings concentration of 27.59%. USS Investment Management LTD's largest holding is Microsoft Corp. with shares held of 1,825,391. Whalewisdom has at least 51 13F filings, and 1 Form 4 filings
2023-12-31
Top Buys (13F)
Name | % Change |
---|---|
FAST Fastenal Co. | 1.54% |
HD Home Depot, Inc. (Th | 1.38% |
MDT Medtronic Plc | 1.35% |
UNH UnitedHealth Group I | 1.07% |
SPGI S&P Global Inc. (McG | 0.64% |
2023-12-31
Top Sells (13F)
Name | % Change |
---|---|
AAPL Apple Inc | 0.94% |
GOOG Alphabet Inc. Class | 0.35% |
GOOGL Alphabet Inc. Class | 0.27% |
EWT iShares MSCI Taiwan | 0.25% |
NVDA NVIDIA Corp. | 0.22% |
2023-12-31
13F Holdings Summary
Name | $ Change |
---|---|
MSFT Microsoft Corp. | 6.11% |
AAPL Apple Inc | 4.68% |
V VISA Inc | 2.39% |
JNJ Johnson & Johnson Co | 2.17% |
HD Home Depot, Inc. (Th | 2.15% |
2023-12-31
13F Activity
Market Value | $11.2b, Prior: $9.23b |
New Purchases | 7 stocks |
Added To | 128 stocks |
Sold out of | 32 stocks |
Reduced holdings in | 294 stocks |
Top 10 Holdings % | 27.59% |
Turnover %[1] | 7.07% |
Turnover Alt %[2] | 5.67% |
Time Held Top 20 | 4.75 quarters |
Time Held Top 10 | 5.5 quarters |
Time Held All | 14.42 quarters |
[1]: Turnover is calculated by taking the # of new holdings (initial purchases) + the # of positions sold out of (not just reduced) divided by the total # of holdings for the quarter.
[2]: Alt Turnover is calculated by taking either the total MV of new purchases or the MV of securities sold, whichever is less, divided by the total MV of the fund.
2023-12-31
13F Sector Allocation Over Time
2023-12-31
Analysis
Top 20 equal-weighted holdings. Performance numbers calculated through 2023-12-31