Utah Retirement Systems
Institutional investor · Portfolio as of Q3 2019
Top Holdings956 positions
Stock | Shares | Value | Weight | Avg Buy | Est. P&L | Held | Conviction |
|---|---|---|---|---|---|---|---|
MICROSOFT CORP | 1.4M | $200M | 3.8% | $110.90 | +17.52% | 3 qtrssince 2019-Q1 | Increased 56 |
APPLE INC | 859,794 | $192.6M | 3.7% | $45.22 | +18.81% | 3 qtrssince 2019-Q1 | Decreased 0 |
AMAZON.COM INC | 78,657 | $136.5M | 2.6% | $89.06 | -3.14% | 3 qtrssince 2019-Q1 | Increased 52 |
META PLATFORMS INC-CLASS A | 454,428 | $80.9M | 1.5% | $165.74 | +6.11% | 3 qtrssince 2019-Q1 | Increased 47 |
BERKSHIRE HATHAWAY INC-CL B | 361,266 | $75.2M | 1.4% | $200.90 | +3.26% | 3 qtrssince 2019-Q1 | Increased 47 |
JPMORGAN CHASE & CO | 604,569 | $71.2M | 1.4% | $83.49 | +18.01% | 3 qtrssince 2019-Q1 | Decreased 0 |
ALPHABET INC-CL C | 57,821 | $70.5M | 1.3% | $58.23 | +4.41% | 3 qtrssince 2019-Q1 | Increased 47 |
ALPHABET INC-CL A | 56,992 | $69.6M | 1.3% | $58.39 | +4.19% | 3 qtrssince 2019-Q1 | Increased 47 |
JOHNSON & JOHNSON | 505,192 | $65.4M | 1.2% | $115.57 | -6.67% | 3 qtrssince 2019-Q1 | Increased 46 |
PROCTER & GAMBLE CO/THE | 469,999 | $58.5M | 1.1% | $85.97 | +21.10% | 3 qtrssince 2019-Q1 | Increased 46 |
VISA INC-CLASS A SHARES | 330,885 | $56.9M | 1.1% | $148.15 | +10.44% | 3 qtrssince 2019-Q1 | Increased 46 |
EXXON MOBIL CORP | 804,972 | $56.8M | 1.1% | $58.59 | -9.38% | 3 qtrssince 2019-Q1 | Increased 46 |
AT&T INC | 1.4M | $52.5M | 1.0% | $14.47 | +24.16% | 3 qtrssince 2019-Q1 | Increased 41 |
HOME DEPOT INC | 209,503 | $48.6M | 0.9% | $162.77 | +21.37% | 3 qtrssince 2019-Q1 | Decreased 0 |
VERIZON COMMUNICATIONS INC | 786,948 | $47.5M | 0.9% | $40.01 | +4.09% | 3 qtrssince 2019-Q1 | Increased 41 |
BANK OF AMERICA CORP | 1.6M | $46.7M | 0.9% | $23.15 | +7.00% | 3 qtrssince 2019-Q1 | Decreased 0 |
MASTERCARD INC - A | 170,683 | $46.4M | 0.9% | $226.48 | +14.58% | 3 qtrssince 2019-Q1 | Increased 41 |
INTEL CORP | 843,098 | $43.4M | 0.8% | $46.51 | -4.21% | 3 qtrssince 2019-Q1 | Decreased 0 |
WALT DISNEY CO/THE | 331,995 | $43.3M | 0.8% | $107.25 | +17.68% | 3 qtrssince 2019-Q1 | Increased 41 |
CHEVRON CORP | 362,535 | $43M | 0.8% | $89.78 | -1.77% | 3 qtrssince 2019-Q1 | Increased 41 |
Utah Retirement Systems manages $5.3B across 956 positions as of Q3 2019. Top holdings: MSFT (3.8%), AAPL (3.7%), AMZN (2.6%). Fund DNA: Steady Compounder. HoldingsIntel Rating: 3/5.0.
Active quarter - 29 new positions, 56 exits, 536 increased. Top move: MSFT (INCREASED, conviction 56). Portfolio: $5.3B across 956 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 Winners
Top Losers
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