USS Investment Management Ltd
Institutional investor · Portfolio as of Q4 2019
Top Holdings223 positions
Stock | Shares | Value | Weight | Avg Buy | Est. P&L | Held | Conviction |
|---|---|---|---|---|---|---|---|
ALIBABA GROUP HOLDING-SP ADR | 2.5M | $533M | 5.2% | $173.29 | +16.68% | 4 qtrssince 2019-Q1 | Increased 63 |
MICROSOFT CORP | 2.4M | $378.9M | 3.7% | $110.82 | +35.02% | 4 qtrssince 2019-Q1 | Decreased 0 |
META PLATFORMS INC-CLASS A | 1.6M | $324M | 3.2% | $168.13 | +20.74% | 4 qtrssince 2019-Q1 | Increased 61 |
MASTERCARD INC - A | 992,321 | $296.1M | 2.9% | $226.44 | +26.93% | 4 qtrssince 2019-Q1 | Decreased 0 |
RAYTHEON CO | 1.3M | $276.1M | 2.7% | — | — | 4 qtrssince 2019-Q1 | Decreased 0 |
COMCAST CORP-CLASS A | 5.8M | $261.7M | 2.6% | $31.04 | +14.69% | 4 qtrssince 2019-Q1 | Decreased 0 |
ALPHABET INC-CL C | 187,996 | $251.2M | 2.4% | $58.01 | +14.31% | 4 qtrssince 2019-Q1 | Decreased 0 |
MERCK & CO. INC. | 2.7M | $246.5M | 2.4% | $65.44 | +9.76% | 4 qtrssince 2019-Q1 | Increased 60 |
IQVIA HOLDINGS INC | 1.5M | $227.2M | 2.2% | $143.85 | +6.67% | 4 qtrssince 2019-Q1 | Unchanged 0 |
APPLE INC | 748,762 | $219.7M | 2.1% | $45.22 | +56.25% | 4 qtrssince 2019-Q1 | Decreased 0 |
AON PLC | 970,297 | $202M | 2.0% | $182.90 | +8.42% | 3 qtrssince 2019-Q2 | Decreased 0 |
AMAZON.COM INC | 108,847 | $201.1M | 2.0% | $89.04 | +3.71% | 4 qtrssince 2019-Q1 | Decreased 0 |
CME GROUP INC | 938,306 | $188.3M | 1.8% | $132.48 | +20.46% | 4 qtrssince 2019-Q1 | Decreased 0 |
BANK OF AMERICA CORP | 5.3M | $187.3M | 1.8% | $24.40 | +24.34% | 4 qtrssince 2019-Q1 | Increased 48 |
MONDELEZ INTERNATIONAL INC-A | 3.2M | $177.6M | 1.7% | $44.49 | +6.57% | 4 qtrssince 2019-Q1 | Decreased 0 |
MARRIOTT INTERNATIONAL -CL A | 1.1M | $171.6M | 1.7% | $130.17 | +12.07% | 3 qtrssince 2019-Q2 | Decreased 0 |
S&P GLOBAL INC | 615,398 | $168M | 1.6% | $198.90 | +30.07% | 4 qtrssince 2019-Q1 | Decreased 0 |
EATON CORP PLC | 1.7M | $163.2M | 1.6% | $84.30 | 0.00% | 1 qtr | New 69 |
ROGERS COMMUNICATIONS INC-B | 3.2M | $161.2M | 1.6% | $42.83 | -6.10% | 4 qtrssince 2019-Q1 | Decreased 0 |
PIONEER NATURAL RESOURCE | 1.1M | $161M | 1.6% | — | — | 4 qtrssince 2019-Q1 | Decreased 0 |
USS Investment Management Ltd manages $10.3B across 223 positions as of Q4 2019. Top holdings: BABA (5.2%), MSFT (3.7%), META (3.2%). Fund DNA: Momentum Trader. HoldingsIntel Rating: 2/5.0.
Active quarter - 114 new positions, 13 exits, 32 increased. Top move: ETN (NEW, conviction 69). Portfolio: $10.3B across 223 positions.
Top holdings by portfolio weight
Portfolio allocation by GICS sector
Behavioral investing profile
Position Outcomes
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Cost basis estimates based on full filing history using quarter-end prices. Actual transaction prices are not disclosed in 13F filings.
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Data sourced from SEC EDGAR 13F filings. Not financial advice. Full disclaimer