Utah Retirement Systems
Institutional investor · Portfolio as of Q4 2020
Top Holdings928 positions
Stock | Shares | Value | Weight | Avg Buy | Est. P&L | Held | Conviction |
|---|---|---|---|---|---|---|---|
APPLE INC | 3.2M | $429.1M | 6.1% | $96.77 | +33.12% | 8 qtrssince 2019-Q1 | Increased 63 |
MICROSOFT CORP | 1.5M | $333.8M | 4.7% | $115.87 | +83.58% | 8 qtrssince 2019-Q1 | Increased 59 |
AMAZON.COM INC | 84,980 | $276.8M | 3.9% | $93.61 | +75.51% | 8 qtrssince 2019-Q1 | Increased 59 |
META PLATFORMS INC-CLASS A | 481,628 | $131.6M | 1.9% | $171.15 | +57.75% | 8 qtrssince 2019-Q1 | Increased 50 |
TESLA INC | 149,230 | $105.3M | 1.5% | $121.74 | +90.24% | 8 qtrssince 2019-Q1 | Increased 50 |
ALPHABET INC-CL A | 60,071 | $105.3M | 1.5% | $59.71 | +44.29% | 8 qtrssince 2019-Q1 | Increased 49 |
ALPHABET INC-CL C | 58,398 | $102.3M | 1.5% | $58.95 | +46.43% | 8 qtrssince 2019-Q1 | Increased 48 |
JOHNSON & JOHNSON | 528,392 | $83.2M | 1.2% | $116.50 | +16.22% | 8 qtrssince 2019-Q1 | Increased 49 |
JPMORGAN CHASE & CO | 607,569 | $77.2M | 1.1% | $84.61 | +29.55% | 8 qtrssince 2019-Q1 | Increased 49 |
VISA INC-CLASS A SHARES | 338,685 | $74.1M | 1.1% | $151.06 | +38.81% | 8 qtrssince 2019-Q1 | Increased 49 |
BERKSHIRE HATHAWAY INC-CL B | 294,266 | $68.2M | 1.0% | $202.31 | +13.51% | 8 qtrssince 2019-Q1 | Increased 44 |
PROCTER & GAMBLE CO/THE | 488,799 | $68M | 1.0% | $87.72 | +36.92% | 8 qtrssince 2019-Q1 | Increased 44 |
UNITEDHEALTH GROUP INC | 189,379 | $66.4M | 0.9% | $225.96 | +40.73% | 8 qtrssince 2019-Q1 | Increased 44 |
WALT DISNEY CO/THE | 362,495 | $65.7M | 0.9% | $110.50 | +60.18% | 8 qtrssince 2019-Q1 | Increased 44 |
MASTERCARD INC - A | 176,983 | $63.2M | 0.9% | $232.26 | +48.59% | 8 qtrssince 2019-Q1 | Increased 44 |
NVIDIA CORP | 118,309 | $61.8M | 0.9% | $4.93 | +165.89% | 8 qtrssince 2019-Q1 | Increased 43 |
HOME DEPOT INC | 215,451 | $57.2M | 0.8% | $166.47 | +41.07% | 8 qtrssince 2019-Q1 | Increased 43 |
PAYPAL HOLDINGS INC | 235,549 | $55.2M | 0.8% | $109.70 | +110.56% | 8 qtrssince 2019-Q1 | Increased 43 |
VERIZON COMMUNICATIONS INC | 831,048 | $48.8M | 0.7% | $40.14 | +5.50% | 8 qtrssince 2019-Q1 | Increased 43 |
ADOBE INC | 96,470 | $48.2M | 0.7% | $278.25 | +79.74% | 8 qtrssince 2019-Q1 | Increased 43 |
Utah Retirement Systems manages $7B across 928 positions as of Q4 2020. Top holdings: AAPL (6.1%), MSFT (4.7%), AMZN (3.9%). Fund DNA: Steady Compounder. HoldingsIntel Rating: 3/5.0.
Active quarter - 57 new positions, 57 exits, 783 increased. Top move: AAPL (INCREASED, conviction 63). Portfolio: $7.0B across 928 positions.
Top holdings by portfolio weight
Portfolio allocation by GICS sector
Behavioral investing profile
Position Outcomes
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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