USS Investment Management Ltd
Institutional investor · Portfolio as of Q4 2021
Top Holdings697 positions
Stock | Shares | Value | Weight | Avg Buy | Est. P&L | Held | Conviction |
|---|---|---|---|---|---|---|---|
APPLE INC | 4.5M | $800.1M | 6.1% | $100.16 | +73.16% | 12 qtrssince 2019-Q1 | Decreased 0 |
MICROSOFT CORP | 2M | $672.6M | 5.1% | $121.04 | +171.24% | 12 qtrssince 2019-Q1 | Decreased 0 |
| 34,276 | $607.5M | 4.6% | — | — | 4 qtrssince 2021-Q1 | Increased 92 | |
AMAZON.COM INC | 102,630 | $342.3M | 2.6% | $93.07 | +81.20% | 12 qtrssince 2019-Q1 | Decreased 0 |
ALPHABET INC-CL C | 73,707 | $213.3M | 1.6% | $58.12 | +149.33% | 12 qtrssince 2019-Q1 | Decreased 0 |
ALPHABET INC-CL A | 71,818 | $208.1M | 1.6% | $66.46 | +118.32% | 12 qtrssince 2019-Q1 | Decreased 0 |
META PLATFORMS INC-CLASS A | 570,142 | $191.8M | 1.5% | $168.52 | +102.92% | 12 qtrssince 2019-Q1 | Unchanged 0 |
NVIDIA CORP | 639,224 | $188M | 1.4% | $15.50 | +90.56% | 12 qtrssince 2019-Q1 | Unchanged 0 |
TESLA INC | 175,787 | $185.8M | 1.4% | $136.89 | +160.64% | 8 qtrssince 2020-Q1 | Unchanged 0 |
JOHNSON & JOHNSON | 839,843 | $143.6M | 1.1% | $123.81 | +23.78% | 9 qtrssince 2019-Q4 | Decreased 0 |
HOME DEPOT INC | 305,367 | $126.7M | 1.0% | $211.17 | +75.45% | 9 qtrssince 2019-Q4 | Unchanged 0 |
PFIZER INC | 2.1M | $125.5M | 1.0% | $24.52 | +86.44% | 12 qtrssince 2019-Q1 | Decreased 0 |
UNITEDHEALTH GROUP INC | 249,547 | $125.3M | 0.9% | $223.51 | +110.94% | 12 qtrssince 2019-Q1 | Unchanged 0 |
JPMORGAN CHASE & CO | 753,124 | $119.2M | 0.9% | $131.60 | +7.93% | 8 qtrssince 2020-Q1 | Unchanged 0 |
PROCTER & GAMBLE CO/THE | 727,937 | $119.1M | 0.9% | $109.37 | +32.35% | 9 qtrssince 2019-Q4 | Unchanged 0 |
BERKSHIRE HATHAWAY INC-CL B | 352,774 | $105.5M | 0.8% | $263.41 | +13.88% | 7 qtrssince 2020-Q2 | Unchanged 0 |
VISA INC-CLASS A SHARES | 459,886 | $99.7M | 0.8% | $200.99 | +4.00% | 9 qtrssince 2019-Q4 | Unchanged 0 |
MASTERCARD INC - A | 238,512 | $85.7M | 0.6% | $226.84 | +55.22% | 12 qtrssince 2019-Q1 | Unchanged 0 |
BANK OF AMERICA CORP | 1.9M | $84.4M | 0.6% | $24.39 | +64.93% | 12 qtrssince 2019-Q1 | Unchanged 0 |
ABBVIE INC | 615,894 | $83.4M | 0.6% | $70.51 | +61.77% | 9 qtrssince 2019-Q4 | Unchanged 0 |
USS Investment Management Ltd manages $13.2B across 697 positions as of Q4 2021. Top holdings: AAPL (6.1%), MSFT (5.1%), FERGL (4.6%). Fund DNA: Concentrated Value. HoldingsIntel Rating: 2.5/5.0.
Added 4 new positions, exited 4, increased 22, trimmed 25. Top move: FERGL (INCREASED, conviction 92). Portfolio: $13.2B across 697 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