Utah Retirement Systems
Institutional investor · Portfolio as of Q4 2020
Top Holdings928 positions
Apple Inc. | 3.2M | $429.1M | 6.1% | $48.73 | +164.36% | 8 qtrssince 2019-Q1 | Increased 63 |
Microsoft Corp. | 1.5M | $333.8M | 4.7% | $115.19 | +84.11% | 8 qtrssince 2019-Q1 | Increased 59 |
Amazon.com, Inc. | 84,980 | $276.8M | 3.9% | $93.62 | +73.94% | 8 qtrssince 2019-Q1 | Increased 59 |
Meta Platforms Inc | 481,628 | $131.6M | 1.9% | $170.80 | +58.41% | 8 qtrssince 2019-Q1 | Increased 50 |
Tesla Inc | 149,230 | $105.3M | 1.5% | $32.06 | +633.63% | 8 qtrssince 2019-Q1 | Increased 50 |
Alphabet Inc. | 60,071 | $105.3M | 1.5% | $59.63 | +45.57% | 8 qtrssince 2019-Q1 | Increased 49 |
Alphabet Inc. | 58,398 | $102.3M | 1.5% | $58.85 | +47.44% | 8 qtrssince 2019-Q1 | Increased 48 |
Johnson & Johnson | 528,392 | $83.2M | 1.2% | $114.72 | +17.14% | 8 qtrssince 2019-Q1 | Increased 49 |
JPMorgan Chase & Co. | 607,569 | $77.2M | 1.1% | $83.87 | +31.20% | 8 qtrssince 2019-Q1 | Increased 49 |
Visa Inc | 338,685 | $74.1M | 1.1% | $151.06 | +38.81% | 8 qtrssince 2019-Q1 | Increased 49 |
Berkshire Hathaway Inc. | 294,266 | $68.2M | 1.0% | $202.43 | +14.54% | 8 qtrssince 2019-Q1 | Increased 44 |
The Procter & Gamble Co. | 488,799 | $68M | 1.0% | $87.72 | +36.92% | 8 qtrssince 2019-Q1 | Increased 44 |
UnitedHealth Group Inc. | 189,379 | $66.4M | 0.9% | $221.84 | +42.88% | 8 qtrssince 2019-Q1 | Increased 44 |
DISNEY WALT CO | 362,495 | $65.7M | 0.9% | $109.66 | +60.20% | 8 qtrssince 2019-Q1 | Increased 44 |
MasterCard Incorporated | 176,983 | $63.2M | 0.9% | $231.55 | +49.12% | 8 qtrssince 2019-Q1 | Increased 44 |
NVIDIA Corp. | 118,309 | $61.8M | 0.9% | $4.92 | +164.11% | 8 qtrssince 2019-Q1 | Increased 43 |
Home Depot Inc. | 215,451 | $57.2M | 0.8% | $162.98 | +41.22% | 8 qtrssince 2019-Q1 | Increased 43 |
PAYPAL HLDGS INC | 235,549 | $55.2M | 0.8% | $108.88 | +112.73% | 8 qtrssince 2019-Q1 | Increased 43 |
VERIZON COMMUNICATIONS INC | 831,048 | $48.8M | 0.7% | $38.31 | +6.57% | 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 Score: 2.5/5.0.
Active quarter - 59 new positions, 59 exits, 783 increased. Top move: AAPL (INCREASED, conviction 63). Portfolio: $7.0B across 928 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
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