Utah Retirement Systems
Institutional investor · Portfolio as of Q2 2019
Top Holdings983 positions
Stock | Shares | Value | Weight | Avg Buy | Est. P&L | Held | Conviction |
|---|---|---|---|---|---|---|---|
MICROSOFT CORP | 1.4M | $192M | 3.7% | $110.83 | +14.00% | 2 qtrssince 2019-Q1 | Increased 56 |
APPLE INC | 877,894 | $173.8M | 3.3% | $45.22 | +4.60% | 2 qtrssince 2019-Q1 | Decreased 0 |
AMAZON.COM INC | 78,257 | $148.2M | 2.8% | $89.08 | +6.29% | 2 qtrssince 2019-Q1 | Increased 52 |
META PLATFORMS INC-CLASS A | 452,028 | $87.2M | 1.7% | $165.69 | +15.68% | 2 qtrssince 2019-Q1 | Increased 47 |
BERKSHIRE HATHAWAY INC-CL B | 360,566 | $76.9M | 1.5% | $200.89 | +6.11% | 2 qtrssince 2019-Q1 | Decreased 0 |
JOHNSON & JOHNSON | 504,192 | $70.2M | 1.3% | $115.59 | +0.32% | 2 qtrssince 2019-Q1 | Decreased 0 |
JPMORGAN CHASE & CO | 614,269 | $68.7M | 1.3% | $83.49 | +11.29% | 2 qtrssince 2019-Q1 | Decreased 0 |
ALPHABET INC-CL C | 57,621 | $62.3M | 1.2% | $58.22 | -7.87% | 2 qtrssince 2019-Q1 | Increased 46 |
EXXON MOBIL CORP | 801,772 | $61.4M | 1.2% | $58.62 | -4.07% | 2 qtrssince 2019-Q1 | Increased 46 |
ALPHABET INC-CL A | 56,692 | $61.4M | 1.2% | $58.38 | -7.96% | 2 qtrssince 2019-Q1 | Increased 47 |
VISA INC-CLASS A SHARES | 330,385 | $57.3M | 1.1% | $148.12 | +11.29% | 2 qtrssince 2019-Q1 | Decreased 0 |
PROCTER & GAMBLE CO/THE | 468,899 | $51.4M | 1.0% | $85.93 | +6.13% | 2 qtrssince 2019-Q1 | Decreased 0 |
BANK OF AMERICA CORP | 1.6M | $47.7M | 0.9% | $23.15 | +5.68% | 2 qtrssince 2019-Q1 | Decreased 0 |
AT&T INC | 1.4M | $46.3M | 0.9% | $14.45 | +9.09% | 2 qtrssince 2019-Q1 | Increased 41 |
WALT DISNEY CO/THE | 330,595 | $46.2M | 0.9% | $107.17 | +25.76% | 2 qtrssince 2019-Q1 | Decreased 0 |
CISCO SYSTEMS INC | 839,663 | $46M | 0.9% | $43.51 | +2.01% | 2 qtrssince 2019-Q1 | Decreased 0 |
PFIZER INC | 1.1M | $45.9M | 0.9% | $28.06 | +2.91% | 2 qtrssince 2019-Q1 | Decreased 0 |
MASTERCARD INC - A | 170,483 | $45.1M | 0.9% | $226.44 | +12.51% | 2 qtrssince 2019-Q1 | Decreased 0 |
CHEVRON CORP | 360,935 | $44.9M | 0.9% | $89.78 | +2.01% | 2 qtrssince 2019-Q1 | Increased 41 |
VERIZON COMMUNICATIONS INC | 783,648 | $44.8M | 0.9% | $40.01 | -2.39% | 2 qtrssince 2019-Q1 | Increased 41 |
Utah Retirement Systems manages $5.2B across 983 positions as of Q2 2019. Top holdings: MSFT (3.7%), AAPL (3.3%), AMZN (2.8%). Fund DNA: Steady Compounder. HoldingsIntel Rating: 3/5.0.
Active quarter - 13 new positions, 9 exits, 488 increased. Top move: MSFT (INCREASED, conviction 56). Portfolio: $5.2B across 983 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