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USS INVESTMENT MANAGEMENT LTD

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LONDON X0
13F Summary

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Equal-WT
WhaleScore 2.0 ?

85

S&P 500
WhaleScore ?

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Equal-WT
WhaleScore 1.0 ?

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

Portfolio Performance