Utah Retirement Systems
Institutional investor · Portfolio as of Q3 2020
Top Holdings928 positions
Stock | Shares | Value | Weight | Avg Buy | Est. P&L | Held | Conviction |
|---|---|---|---|---|---|---|---|
APPLE INC | 3.1M | $358.8M | 6.0% | $95.37 | +17.69% | 7 qtrssince 2019-Q1 | Increased 97 |
MICROSOFT CORP | 1.4M | $302.4M | 5.0% | $111.63 | +77.69% | 7 qtrssince 2019-Q1 | Increased 60 |
AMAZON.COM INC | 81,355 | $256.2M | 4.3% | $90.46 | +73.83% | 7 qtrssince 2019-Q1 | Increased 57 |
META PLATFORMS INC-CLASS A | 460,928 | $120.7M | 2.0% | $166.71 | +55.94% | 7 qtrssince 2019-Q1 | Increased 52 |
ALPHABET INC-CL A | 57,450 | $84.2M | 1.4% | $58.50 | +24.35% | 7 qtrssince 2019-Q1 | Increased 47 |
ALPHABET INC-CL C | 57,104 | $83.9M | 1.4% | $58.33 | +25.00% | 7 qtrssince 2019-Q1 | Increased 47 |
JOHNSON & JOHNSON | 506,292 | $75.4M | 1.3% | $115.67 | +9.54% | 7 qtrssince 2019-Q1 | Increased 47 |
PROCTER & GAMBLE CO/THE | 467,899 | $65M | 1.1% | $86.27 | +38.30% | 7 qtrssince 2019-Q1 | Increased 47 |
VISA INC-CLASS A SHARES | 324,185 | $64.8M | 1.1% | $148.44 | +28.95% | 7 qtrssince 2019-Q1 | Increased 47 |
NVIDIA CORP | 113,417 | $61.4M | 1.0% | $4.58 | +187.91% | 7 qtrssince 2019-Q1 | Increased 47 |
TESLA INC | 141,830 | $60.8M | 1.0% | $116.01 | +20.42% | 7 qtrssince 2019-Q1 | Increased 75 |
BERKSHIRE HATHAWAY INC-CL B | 280,166 | $59.7M | 1.0% | $200.94 | +4.73% | 7 qtrssince 2019-Q1 | Increased 42 |
HOME DEPOT INC | 206,203 | $57.3M | 1.0% | $163.40 | +46.64% | 7 qtrssince 2019-Q1 | Increased 42 |
MASTERCARD INC - A | 169,283 | $57.2M | 1.0% | $227.13 | +43.52% | 7 qtrssince 2019-Q1 | Increased 42 |
UNITEDHEALTH GROUP INC | 181,279 | $56.5M | 0.9% | $221.84 | +25.92% | 7 qtrssince 2019-Q1 | Increased 42 |
JPMORGAN CHASE & CO | 581,469 | $56M | 0.9% | $83.48 | -1.06% | 7 qtrssince 2019-Q1 | Increased 42 |
VERIZON COMMUNICATIONS INC | 795,448 | $47.3M | 0.8% | $40.04 | +6.64% | 7 qtrssince 2019-Q1 | Increased 41 |
ADOBE INC | 92,306 | $45.3M | 0.8% | $268.24 | +82.83% | 7 qtrssince 2019-Q1 | Increased 41 |
PAYPAL HOLDINGS INC | 225,404 | $44.4M | 0.7% | $104.24 | +86.15% | 7 qtrssince 2019-Q1 | Increased 41 |
WALT DISNEY CO/THE | 346,995 | $43.1M | 0.7% | $107.53 | +13.93% | 7 qtrssince 2019-Q1 | Increased 41 |
Utah Retirement Systems manages $6B across 928 positions as of Q3 2020. Top holdings: AAPL (6.0%), MSFT (5.0%), AMZN (4.3%). Fund DNA: Steady Compounder. HoldingsIntel Rating: 3/5.0.
Active quarter - 18 new positions, 71 exits, 802 increased. Top move: AAPL (INCREASED, conviction 97). Portfolio: $6.0B across 928 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.
Similar Funds
Funds with similar investing DNA
Explore More
Accumulation Streaks
Positions with 2+ consecutive quarters of increases - persistent directional conviction.
Continue exploring
Data sourced from SEC EDGAR 13F filings. Not financial advice. Full disclaimer