Utah Retirement Systems
Institutional investor · Portfolio as of Q4 2019
Top Holdings956 positions
Stock | Shares | Value | Weight | Avg Buy | Est. P&L | Held | Conviction |
|---|---|---|---|---|---|---|---|
APPLE INC | 848,494 | $249.2M | 4.4% | $45.22 | +56.25% | 4 qtrssince 2019-Q1 | Decreased 0 |
MICROSOFT CORP | 1.4M | $227.7M | 4.0% | $111.05 | +34.75% | 4 qtrssince 2019-Q1 | Increased 56 |
AMAZON.COM INC | 78,957 | $145.9M | 2.6% | $89.08 | +3.66% | 4 qtrssince 2019-Q1 | Increased 52 |
META PLATFORMS INC-CLASS A | 456,228 | $93.6M | 1.6% | $165.89 | +22.37% | 4 qtrssince 2019-Q1 | Increased 47 |
JPMORGAN CHASE & CO | 595,269 | $83M | 1.5% | $83.49 | +40.09% | 4 qtrssince 2019-Q1 | Decreased 0 |
ALPHABET INC-CL C | 57,221 | $76.5M | 1.3% | $58.23 | +13.87% | 4 qtrssince 2019-Q1 | Decreased 0 |
ALPHABET INC-CL A | 57,092 | $76.5M | 1.3% | $58.40 | +13.83% | 4 qtrssince 2019-Q1 | Increased 47 |
JOHNSON & JOHNSON | 506,992 | $74M | 1.3% | $115.60 | +6.16% | 4 qtrssince 2019-Q1 | Increased 47 |
BERKSHIRE HATHAWAY INC-CL B | 280,166 | $63.5M | 1.1% | $200.90 | +12.37% | 4 qtrssince 2019-Q1 | Decreased 0 |
VISA INC-CLASS A SHARES | 326,985 | $61.4M | 1.1% | $148.15 | +20.84% | 4 qtrssince 2019-Q1 | Decreased 0 |
PROCTER & GAMBLE CO/THE | 471,799 | $58.9M | 1.0% | $86.04 | +22.28% | 4 qtrssince 2019-Q1 | Increased 46 |
EXXON MOBIL CORP | 808,072 | $56.4M | 1.0% | $58.57 | -10.81% | 4 qtrssince 2019-Q1 | Increased 41 |
BANK OF AMERICA CORP | 1.6M | $54.7M | 1.0% | $23.15 | +29.90% | 4 qtrssince 2019-Q1 | Decreased 0 |
AT&T INC | 1.4M | $54.5M | 1.0% | $14.48 | +31.67% | 4 qtrssince 2019-Q1 | Increased 41 |
UNITEDHEALTH GROUP INC | 180,379 | $53M | 0.9% | $221.46 | +20.32% | 4 qtrssince 2019-Q1 | Increased 41 |
MASTERCARD INC - A | 169,183 | $50.5M | 0.9% | $226.48 | +26.91% | 4 qtrssince 2019-Q1 | Decreased 0 |
INTEL CORP | 830,898 | $49.7M | 0.9% | $46.51 | +13.07% | 4 qtrssince 2019-Q1 | Decreased 0 |
VERIZON COMMUNICATIONS INC | 789,948 | $48.5M | 0.9% | $40.02 | +6.73% | 4 qtrssince 2019-Q1 | Increased 41 |
WALT DISNEY CO/THE | 333,295 | $48.2M | 0.8% | $107.38 | +30.81% | 4 qtrssince 2019-Q1 | Increased 41 |
HOME DEPOT INC | 210,403 | $45.9M | 0.8% | $162.88 | +15.40% | 4 qtrssince 2019-Q1 | Increased 41 |
Utah Retirement Systems manages $5.7B across 956 positions as of Q4 2019. Top holdings: AAPL (4.4%), MSFT (4.0%), AMZN (2.6%). Fund DNA: Steady Compounder. HoldingsIntel Rating: 3/5.0.
Active quarter - 12 new positions, 13 exits, 567 increased. Top move: MSFT (INCREASED, conviction 56). Portfolio: $5.7B 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