Utah Retirement Systems
Institutional investor · Portfolio as of Q3 2021
Top Holdings986 positions
Stock | Shares | Value | Weight | Avg Buy | Est. P&L | Held | Conviction |
|---|---|---|---|---|---|---|---|
APPLE INC | 2.8M | $402.2M | 5.4% | $96.77 | +42.62% | 11 qtrssince 2019-Q1 | Decreased 0 |
MICROSOFT CORP | 1.4M | $384.7M | 5.2% | $115.87 | +136.73% | 11 qtrssince 2019-Q1 | Decreased 0 |
AMAZON.COM INC | 78,586 | $258.2M | 3.5% | $94.88 | +73.98% | 11 qtrssince 2019-Q1 | Decreased 0 |
META PLATFORMS INC-CLASS A | 433,370 | $147.1M | 2.0% | $171.15 | +97.05% | 11 qtrssince 2019-Q1 | Decreased 0 |
ALPHABET INC-CL A | 54,459 | $145.6M | 2.0% | $59.71 | +123.32% | 11 qtrssince 2019-Q1 | Decreased 0 |
ALPHABET INC-CL C | 50,807 | $135.4M | 1.8% | $58.95 | +126.48% | 11 qtrssince 2019-Q1 | Decreased 0 |
TESLA INC | 144,353 | $111.9M | 1.5% | $122.30 | +112.95% | 11 qtrssince 2019-Q1 | Decreased 0 |
NVIDIA CORP | 433,196 | $89.7M | 1.2% | $16.40 | +24.81% | 11 qtrssince 2019-Q1 | Increased 76 |
JPMORGAN CHASE & CO | 537,569 | $88M | 1.2% | $84.61 | +74.75% | 11 qtrssince 2019-Q1 | Decreased 0 |
JOHNSON & JOHNSON | 477,061 | $77M | 1.0% | $116.50 | +24.41% | 11 qtrssince 2019-Q1 | Decreased 0 |
BERKSHIRE HATHAWAY INC-CL B | 267,998 | $73.1M | 1.0% | $202.31 | +37.06% | 11 qtrssince 2019-Q1 | Decreased 0 |
VISA INC-CLASS A SHARES | 306,482 | $68.3M | 0.9% | $151.06 | +41.98% | 11 qtrssince 2019-Q1 | Decreased 0 |
UNITEDHEALTH GROUP INC | 170,351 | $66.6M | 0.9% | $225.96 | +65.10% | 11 qtrssince 2019-Q1 | Decreased 0 |
HOME DEPOT INC | 192,596 | $63.2M | 0.9% | $166.47 | +82.18% | 11 qtrssince 2019-Q1 | Decreased 0 |
PROCTER & GAMBLE CO/THE | 440,799 | $61.6M | 0.8% | $87.72 | +40.16% | 11 qtrssince 2019-Q1 | Decreased 0 |
BANK OF AMERICA CORP | 1.3M | $56.9M | 0.8% | $23.28 | +62.14% | 11 qtrssince 2019-Q1 | Decreased 0 |
WALT DISNEY CO/THE | 328,695 | $55.6M | 0.8% | $110.50 | +52.68% | 11 qtrssince 2019-Q1 | Decreased 0 |
PAYPAL HOLDINGS INC | 212,798 | $55.4M | 0.7% | $109.70 | +135.55% | 11 qtrssince 2019-Q1 | Decreased 0 |
MASTERCARD INC - A | 158,418 | $55.1M | 0.7% | $232.26 | +48.14% | 11 qtrssince 2019-Q1 | Decreased 0 |
ADOBE INC | 86,399 | $49.7M | 0.7% | $278.25 | +106.91% | 11 qtrssince 2019-Q1 | Decreased 0 |
Utah Retirement Systems manages $7.4B across 986 positions as of Q3 2021. Top holdings: AAPL (5.4%), MSFT (5.2%), AMZN (3.5%). Fund DNA: Steady Compounder. HoldingsIntel Rating: 3/5.0.
Active quarter - 20 new positions, 26 exits, 83 increased. Top move: NVDA (INCREASED, conviction 76). Portfolio: $7.4B across 986 positions.
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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