Utah Retirement Systems
Institutional investor · Portfolio as of Q3 2019
Top Holdings956 positions
MICROSOFT | 1.4M | $200M | 3.8% | $110.21 | +18.62% | 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 | -2.55% | 3 qtrssince 2019-Q1 | Increased 52 |
FACEBOOK INC | 454,428 | $80.9M | 1.5% | $165.32 | +6.69% | 3 qtrssince 2019-Q1 | Increased 47 |
BERKSHIRE HATHAWAY INC DEL | 361,266 | $75.2M | 1.4% | $200.90 | +3.54% | 3 qtrssince 2019-Q1 | Increased 47 |
JP MORGAN CHASE & CO | 604,569 | $71.2M | 1.4% | $82.70 | +17.98% | 3 qtrssince 2019-Q1 | Decreased 0 |
ALPHABET INC | 57,821 | $70.5M | 1.3% | $58.12 | +3.89% | 3 qtrssince 2019-Q1 | Increased 47 |
ALPHABET INC | 56,992 | $69.6M | 1.3% | $58.28 | +3.78% | 3 qtrssince 2019-Q1 | Increased 47 |
JOHNSON & JOHNSON | 505,192 | $65.4M | 1.2% | $113.75 | -6.10% | 3 qtrssince 2019-Q1 | Increased 46 |
PROCTER AND GAMBLE CO | 469,999 | $58.5M | 1.1% | $85.97 | +21.10% | 3 qtrssince 2019-Q1 | Increased 46 |
VISA INC COM | 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 |
A T & T INC | 1.4M | $52.5M | 1.0% | $13.97 | +25.48% | 3 qtrssince 2019-Q1 | Increased 41 |
HOME DEPOT INC | 209,503 | $48.6M | 0.9% | $159.31 | +22.50% | 3 qtrssince 2019-Q1 | Decreased 0 |
VERIZON COMMUNICATIONS | 786,948 | $47.5M | 0.9% | $38.17 | +4.21% | 3 qtrssince 2019-Q1 | Increased 41 |
BANK AMER CORP | 1.6M | $46.7M | 0.9% | $23.03 | +7.00% | 3 qtrssince 2019-Q1 | Decreased 0 |
MASTERCARD INC CL A | 170,683 | $46.4M | 0.9% | $225.72 | +15.62% | 3 qtrssince 2019-Q1 | Increased 41 |
INTEL CORP | 843,098 | $43.4M | 0.8% | $46.51 | -2.80% | 3 qtrssince 2019-Q1 | Decreased 0 |
DISNEY WALT CO DISNEY | 331,995 | $43.3M | 0.8% | $106.43 | +18.01% | 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 Score: 2.5/5.0.
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
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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
Verify source filings on SEC EDGAR