Utah Retirement Systems
Institutional investor · Portfolio as of Q2 2020
Top Holdings981 positions
Stock | Shares | Value | Weight | Avg Buy | Est. P&L | Held | Conviction |
|---|---|---|---|---|---|---|---|
MICROSOFT CORP | 1.4M | $290.6M | 5.3% | $111.05 | +70.61% | 6 qtrssince 2019-Q1 | Decreased 0 |
APPLE INC | 779,994 | $284.5M | 5.2% | $45.22 | +95.09% | 6 qtrssince 2019-Q1 | Decreased 0 |
AMAZON.COM INC | 80,855 | $223.1M | 4.1% | $90.04 | +48.84% | 6 qtrssince 2019-Q1 | Increased 57 |
META PLATFORMS INC-CLASS A | 457,928 | $104M | 1.9% | $166.10 | +31.92% | 6 qtrssince 2019-Q1 | Increased 47 |
ALPHABET INC-CL A | 57,050 | $80.9M | 1.5% | $58.40 | +18.71% | 6 qtrssince 2019-Q1 | Decreased 0 |
ALPHABET INC-CL C | 56,704 | $80.2M | 1.5% | $58.23 | +18.89% | 6 qtrssince 2019-Q1 | Decreased 0 |
JOHNSON & JOHNSON | 502,892 | $70.7M | 1.3% | $115.60 | +2.95% | 6 qtrssince 2019-Q1 | Decreased 0 |
VISA INC-CLASS A SHARES | 321,985 | $62.2M | 1.1% | $148.15 | +24.62% | 6 qtrssince 2019-Q1 | Decreased 0 |
PROCTER & GAMBLE CO/THE | 464,699 | $55.6M | 1.0% | $86.04 | +18.54% | 6 qtrssince 2019-Q1 | Decreased 0 |
JPMORGAN CHASE & CO | 577,569 | $54.3M | 1.0% | $83.49 | -4.43% | 6 qtrssince 2019-Q1 | Decreased 0 |
UNITEDHEALTH GROUP INC | 180,079 | $53.1M | 1.0% | $221.46 | +19.67% | 6 qtrssince 2019-Q1 | Decreased 0 |
HOME DEPOT INC | 204,803 | $51.3M | 0.9% | $162.88 | +32.36% | 6 qtrssince 2019-Q1 | Decreased 0 |
BERKSHIRE HATHAWAY INC-CL B | 279,166 | $49.8M | 0.9% | $200.90 | -11.80% | 6 qtrssince 2019-Q1 | Decreased 0 |
MASTERCARD INC - A | 168,183 | $49.7M | 0.9% | $226.48 | +25.23% | 6 qtrssince 2019-Q1 | Decreased 0 |
INTEL CORP | 808,298 | $48.4M | 0.9% | $46.51 | +11.67% | 6 qtrssince 2019-Q1 | Decreased 0 |
VERIZON COMMUNICATIONS INC | 790,148 | $43.6M | 0.8% | $40.02 | -2.61% | 6 qtrssince 2019-Q1 | Increased 41 |
NVIDIA CORP | 112,617 | $42.8M | 0.8% | $4.52 | +103.02% | 6 qtrssince 2019-Q1 | Increased 41 |
AT&T INC | 1.4M | $41.1M | 0.8% | $14.48 | +5.09% | 6 qtrssince 2019-Q1 | Decreased 0 |
ADOBE INC | 91,706 | $39.9M | 0.7% | $266.78 | +63.17% | 6 qtrssince 2019-Q1 | Decreased 0 |
PAYPAL HOLDINGS INC | 223,904 | $39M | 0.7% | $103.64 | +62.06% | 6 qtrssince 2019-Q1 | Decreased 0 |
Utah Retirement Systems manages $5.4B across 981 positions as of Q2 2020. Top holdings: MSFT (5.3%), AAPL (5.2%), AMZN (4.1%). Fund DNA: Steady Compounder. HoldingsIntel Rating: 3/5.0.
Active quarter - 66 new positions, 14 exits, 390 increased. Top move: AMZN (INCREASED, conviction 57). Portfolio: $5.4B across 981 positions.
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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