UIM

USS Investment Management Portfolio holdings

AUM $22B
1-Year Est. Return 25.02%
This Quarter Est. Return
1 Year Est. Return
+25.02%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$16.9B
AUM Growth
+$3.18B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
549
New
Increased
Reduced
Closed

Top Buys

1
+$1.48B
2
+$87.4M
3
+$69M
4
APH icon
Amphenol
APH
+$60.1M
5
CDNS icon
Cadence Design Systems
CDNS
+$41.6M

Top Sells

1
+$43.9M
2
+$29.3M
3
+$26.6M
4
GEV icon
GE Vernova
GEV
+$24.2M
5
V icon
Visa
V
+$18.3M

Sector Composition

1 Technology 26.69%
2 Financials 12.84%
3 Consumer Discretionary 9.28%
4 Industrials 8.63%
5 Healthcare 7.86%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
KO icon
51
Coca-Cola
KO
$306B
$44.8M 0.27%
632,914
LIN icon
52
Linde
LIN
$200B
$44.1M 0.26%
94,049
+2,030
IBM icon
53
IBM
IBM
$285B
$43.4M 0.26%
147,222
+1,169
WFC icon
54
Wells Fargo
WFC
$266B
$42.2M 0.25%
526,853
-7,026
EWM icon
55
iShares MSCI Malaysia ETF
EWM
$254M
$41.4M 0.25%
1,703,203
CRM icon
56
Salesforce
CRM
$229B
$41.1M 0.24%
150,754
+2,268
ABT icon
57
Abbott
ABT
$225B
$39.3M 0.23%
288,725
+891
AMD icon
58
Advanced Micro Devices
AMD
$404B
$38M 0.23%
268,012
+8,140
DIS icon
59
Walt Disney
DIS
$193B
$36.4M 0.22%
293,967
+2,393
GS icon
60
Goldman Sachs
GS
$242B
$36.4M 0.22%
51,445
+646
GFI icon
61
Gold Fields
GFI
$37B
$35.7M 0.21%
1,510,266
-314,080
NU icon
62
Nu Holdings
NU
$75.3B
$35.7M 0.21%
2,601,185
TXN icon
63
Texas Instruments
TXN
$147B
$35.3M 0.21%
170,150
+1,735
INTU icon
64
Intuit
INTU
$181B
$35.1M 0.21%
44,515
+459
NOW icon
65
ServiceNow
NOW
$177B
$34.3M 0.2%
33,367
+257
MCD icon
66
McDonald's
MCD
$219B
$34M 0.2%
116,252
+2,699
MRK icon
67
Merck
MRK
$231B
$33.4M 0.2%
422,758
+5,036
CVX icon
68
Chevron
CVX
$311B
$32.9M 0.2%
230,018
+3,503
FMX icon
69
Fomento Económico Mexicano
FMX
$32.5B
$32.9M 0.19%
319,194
+43,984
T icon
70
AT&T
T
$183B
$32.8M 0.19%
1,134,130
ISRG icon
71
Intuitive Surgical
ISRG
$200B
$32.7M 0.19%
60,084
+617
UBER icon
72
Uber
UBER
$191B
$31.5M 0.19%
337,577
-1,069
BKNG icon
73
Booking.com
BKNG
$164B
$31M 0.18%
5,361
-14
QCOM icon
74
Qualcomm
QCOM
$187B
$30M 0.18%
188,247
+2,440
RY icon
75
Royal Bank of Canada
RY
$207B
$29.8M 0.18%
226,144
+2,938
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3
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