USS Investment Management Ltd
Institutional investor · Portfolio as of Q4 2023
Top Holdings552 positions
Stock | Shares | Value | Weight | Avg Buy | Est. P&L | Held | Conviction |
|---|---|---|---|---|---|---|---|
MICROSOFT CORP | 1.8M | $686.3M | 6.1% | $167.25 | +121.53% | 20 qtrssince 2019-Q1 | Increased 68 |
APPLE INC | 2.7M | $525.2M | 4.7% | $101.59 | +87.23% | 20 qtrssince 2019-Q1 | Decreased 0 |
VISA INC-CLASS A SHARES | 1M | $268.6M | 2.4% | $226.70 | +12.49% | 17 qtrssince 2019-Q4 | Increased 68 |
JOHNSON & JOHNSON | 1.6M | $243.2M | 2.2% | $139.41 | +5.74% | 17 qtrssince 2019-Q4 | Increased 65 |
HOME DEPOT INC | 698,133 | $241.9M | 2.2% | $292.39 | +12.88% | 17 qtrssince 2019-Q4 | Increased 85 |
UNITEDHEALTH GROUP INC | 453,686 | $239M | 2.1% | $401.40 | +26.03% | 20 qtrssince 2019-Q1 | Increased 85 |
ACCENTURE PLC-CL A | 669,590 | $235.1M | 2.1% | $295.90 | +12.75% | 17 qtrssince 2019-Q4 | Increased 71 |
PROCTER & GAMBLE CO/THE | 1.5M | $224.5M | 2.0% | $126.56 | +7.67% | 17 qtrssince 2019-Q4 | Increased 61 |
S&P GLOBAL INC | 496,533 | $218.8M | 1.9% | $369.81 | +17.33% | 20 qtrssince 2019-Q1 | Increased 67 |
NVIDIA CORP | 434,238 | $215M | 1.9% | $15.96 | +210.03% | 20 qtrssince 2019-Q1 | Decreased 0 |
PEPSICO INC | 1.2M | $211.1M | 1.9% | $149.81 | +5.64% | 18 qtrssince 2019-Q3 | Increased 64 |
MARRIOTT INTERNATIONAL -CL A | 925,941 | $208.8M | 1.9% | $192.88 | +14.65% | 19 qtrssince 2019-Q2 | Increased 68 |
| 1M | $199M | 1.8% | — | — | 12 qtrssince 2021-Q1 | Increased 67 | |
YUM! BRANDS INC | 1.5M | $196.8M | 1.8% | $123.39 | +1.85% | 15 qtrssince 2020-Q2 | Increased 70 |
OTIS WORLDWIDE CORP | 2.2M | $196.3M | 1.7% | $79.12 | +7.54% | 15 qtrssince 2020-Q2 | Increased 68 |
VERISK ANALYTICS INC | 806,081 | $192.6M | 1.7% | $232.79 | +1.31% | 15 qtrssince 2020-Q2 | Increased 69 |
MEDTRONIC PLC | 2.3M | $186M | 1.7% | $79.92 | -2.67% | 19 qtrssince 2019-Q2 | Increased 78 |
FASTENAL CO | 2.9M | $184.8M | 1.6% | $30.00 | +1.69% | 15 qtrssince 2020-Q2 | Increased 78 |
COLGATE-PALMOLIVE CO | 2.2M | $171.4M | 1.5% | $70.06 | +6.75% | 20 qtrssince 2019-Q1 | Increased 62 |
AON PLC | 528,356 | $153.7M | 1.4% | $304.45 | -6.03% | 15 qtrssince 2020-Q2 | Increased 64 |
USS Investment Management Ltd manages $11.2B across 552 positions as of Q4 2023. Top holdings: MSFT (6.1%), AAPL (4.7%), V (2.4%). Fund DNA: Concentrated Value. HoldingsIntel Rating: 2.5/5.0.
Active quarter - 9 new positions, 34 exits, 129 increased. Top move: HD (INCREASED, conviction 85). Portfolio: $11.2B across 552 positions.
Top holdings by portfolio weight
Portfolio allocation by GICS sector
Behavioral investing profile
Position Outcomes
Best and worst performing positions by estimated return
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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