Utah Retirement Systems
Institutional investor · Portfolio as of Q1 2019
Top Holdings979 positions
Stock | Shares | Value | Weight | Avg Buy | Est. P&L | Held | Conviction |
|---|---|---|---|---|---|---|---|
APPLE INC | 897,450 | $170.5M | 3.4% | $45.22 | 0.00% | 1 qtr | New 84 |
MICROSOFT CORP | 1.4M | $168.9M | 3.3% | $110.82 | 0.00% | 1 qtr | New 84 |
AMAZON.COM INC | 77,719 | $138.4M | 2.7% | $89.04 | 0.00% | 1 qtr | New 78 |
META PLATFORMS INC-CLASS A | 449,309 | $74.9M | 1.5% | $165.53 | 0.00% | 1 qtr | New 68 |
BERKSHIRE HATHAWAY INC-CL B | 360,866 | $72.5M | 1.4% | $200.89 | 0.00% | 1 qtr | New 68 |
JOHNSON & JOHNSON | 507,313 | $70.9M | 1.4% | $115.59 | 0.00% | 1 qtr | New 68 |
ALPHABET INC-CL C | 57,525 | $67.5M | 1.3% | $58.23 | 0.00% | 1 qtr | New 68 |
ALPHABET INC-CL A | 56,421 | $66.4M | 1.3% | $58.40 | 0.00% | 1 qtr | New 68 |
EXXON MOBIL CORP | 800,542 | $64.7M | 1.3% | $58.62 | 0.00% | 1 qtr | New 67 |
JPMORGAN CHASE & CO | 625,298 | $63.3M | 1.3% | $83.49 | 0.00% | 1 qtr | New 67 |
VISA INC-CLASS A SHARES | 332,863 | $52M | 1.0% | $148.12 | 0.00% | 1 qtr | New 67 |
PROCTER & GAMBLE CO/THE | 470,666 | $49M | 1.0% | $85.93 | 0.00% | 1 qtr | New 57 |
BANK OF AMERICA CORP | 1.7M | $47M | 0.9% | $23.15 | 0.00% | 1 qtr | New 57 |
CISCO SYSTEMS INC | 856,890 | $46.3M | 0.9% | $43.51 | 0.00% | 1 qtr | New 57 |
VERIZON COMMUNICATIONS INC | 781,685 | $46.2M | 0.9% | $40.01 | 0.00% | 1 qtr | New 57 |
PFIZER INC | 1.1M | $46M | 0.9% | $28.06 | 0.00% | 1 qtr | New 57 |
INTEL CORP | 850,673 | $45.7M | 0.9% | $46.51 | 0.00% | 1 qtr | New 57 |
UNITEDHEALTH GROUP INC | 180,608 | $44.7M | 0.9% | $221.33 | 0.00% | 1 qtr | New 57 |
CHEVRON CORP | 359,904 | $44.3M | 0.9% | $89.78 | 0.00% | 1 qtr | New 57 |
AT&T INC | 1.4M | $43.1M | 0.9% | $14.44 | 0.00% | 1 qtr | New 57 |
Utah Retirement Systems manages $5B across 979 positions as of Q1 2019. Top holdings: AAPL (3.4%), MSFT (3.3%), AMZN (2.7%). Fund DNA: Steady Compounder. HoldingsIntel Rating: 3/5.0.
Active quarter - 979 new positions, 0 exits, 0 increased. Top move: AAPL (NEW, conviction 84). Portfolio: $5.0B across 979 positions.
Top holdings by portfolio weight
Portfolio allocation by GICS sector
Behavioral investing profile
Position Outcomes
Best and worst performing positions by estimated return
Top Losers
Cost basis estimates based on full filing history using quarter-end prices. Actual transaction prices are not disclosed in 13F filings.
Similar Funds
Funds with similar investing DNA
Explore More
Accumulation Streaks
Positions with 2+ consecutive quarters of increases - persistent directional conviction.
Continue exploring
Data sourced from SEC EDGAR 13F filings. Not financial advice. Full disclaimer