Utah Retirement Systems
Institutional investor · Portfolio as of Q1 2020
Top Holdings929 positions
Microsoft Corp | 1.4M | $227.7M | 4.9% | $110.35 | +35.21% | 5 qtrssince 2019-Q1 | Decreased 0 |
Apple Inc | 834,694 | $212.3M | 4.6% | $45.22 | +35.62% | 5 qtrssince 2019-Q1 | Decreased 0 |
Amazon.com Inc | 79,157 | $154.3M | 3.3% | $89.10 | +9.41% | 5 qtrssince 2019-Q1 | Increased 56 |
iShares iBoxx $ High Yield Corporate Bond ETF | 1.5M | $119M | 2.6% | $54.57 | 0.00% | 1 qtr | New 78 |
Facebook Inc | 456,128 | $76.1M | 1.6% | $165.47 | -0.15% | 5 qtrssince 2019-Q1 | Decreased 0 |
Alphabet Inc | 57,221 | $66.5M | 1.4% | $58.12 | -0.90% | 5 qtrssince 2019-Q1 | Unchanged 0 |
Johnson & Johnson | 506,892 | $66.5M | 1.4% | $113.78 | -3.59% | 5 qtrssince 2019-Q1 | Decreased 0 |
Alphabet Inc | 57,092 | $66.3M | 1.4% | $58.29 | -1.28% | 5 qtrssince 2019-Q1 | Unchanged 0 |
JPMorgan Chase & Co | 595,169 | $53.6M | 1.2% | $82.70 | -8.44% | 5 qtrssince 2019-Q1 | Decreased 0 |
Visa Inc | 326,885 | $52.7M | 1.1% | $148.15 | +3.77% | 5 qtrssince 2019-Q1 | Decreased 0 |
Procter & Gamble Co/The | 470,099 | $51.7M | 1.1% | $86.04 | +8.33% | 5 qtrssince 2019-Q1 | Decreased 0 |
Berkshire Hathaway Inc | 280,066 | $51.2M | 1.1% | $200.90 | -9.00% | 5 qtrssince 2019-Q1 | Decreased 0 |
UnitedHealth Group Inc | 180,379 | $45M | 1.0% | $217.17 | +2.55% | 5 qtrssince 2019-Q1 | Unchanged 0 |
Intel Corp | 827,698 | $44.8M | 1.0% | $46.51 | +3.15% | 5 qtrssince 2019-Q1 | Decreased 0 |
Verizon Communications Inc | 789,748 | $42.4M | 0.9% | $38.18 | -5.33% | 5 qtrssince 2019-Q1 | Decreased 0 |
Mastercard Inc | 169,183 | $40.9M | 0.9% | $225.72 | +3.11% | 5 qtrssince 2019-Q1 | Unchanged 0 |
AT&T Inc | 1.4M | $40.6M | 0.9% | $13.99 | +0.07% | 5 qtrssince 2019-Q1 | Decreased 0 |
Home Depot Inc/The | 209,903 | $39.2M | 0.8% | $159.42 | -0.19% | 5 qtrssince 2019-Q1 | Decreased 0 |
Merck & Co Inc | 486,110 | $37.4M | 0.8% | $63.02 | -4.84% | 5 qtrssince 2019-Q1 | Decreased 0 |
Pfizer Inc | 1.1M | $34.7M | 0.7% | $28.05 | -20.16% | 5 qtrssince 2019-Q1 | Decreased 0 |
Utah Retirement Systems manages $4.6B across 929 positions as of Q1 2020. Top holdings: MSFT (4.9%), AAPL (4.6%), AMZN (3.3%). Fund DNA: Steady Compounder. HoldingsIntel Score: 2.5/5.0.
Active quarter - 11 new positions, 38 exits, 121 increased. Top move: HYG (NEW, conviction 78). Portfolio: $4.6B across 929 positions.
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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
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