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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 Q1 2024 included $12,221,173,819 in managed 13F securities and a top 10 holdings concentration of 27.7%. USS Investment Management LTD's largest holding is Microsoft Corp. with shares held of 1,837,300. Whalewisdom has at least 52 13F filings, and 1 Form 4 filings

2024-03-31

Top Buys (13F)

Name % Change
NVDA NVIDIA Corp. 1.32%
COST Costco Co. 0.42%
AON Aon PLC 0.31%
META Meta Platforms Inc 0.29%
EWT iShares MSCI Taiwan 0.22%

2024-03-31

Top Sells (13F)

2024-03-31

13F Holdings Summary

Name $ Change
MSFT Microsoft Corp. 6.31%
AAPL Apple Inc 3.89%
NVDA NVIDIA Corp. 3.24%
V VISA Inc 2.35%
HD Home Depot, Inc. (Th 2.18%

2024-03-31

13F Activity

Market Value $12.2b, Prior: $11.2b
Inflows (Outflows) as % of Total MV +0.4983%
New Purchases 9 stocks
Added To 298 stocks
Sold out of 19 stocks
Reduced holdings in 177 stocks
Top 10 Holdings % 27.7%
Turnover %[1] 4.99%
Turnover Alt %[2] 3.82%
Time Held Top 20 5.75 quarters
Time Held Top 10 6.3 quarters
Time Held All 15.31 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.

2024-03-31

13F Sector Allocation Over Time

2024-03-31

Analysis

Top 20 equal-weighted holdings. Performance numbers calculated through 2024-03-31

Portfolio Performance