Utah Retirement Systems
Institutional investor · Portfolio as of Q4 2021
Top Holdings994 positions
Stock | Shares | Value | Weight | Avg Buy | Est. P&L | Held | Conviction |
|---|---|---|---|---|---|---|---|
APPLE INC | 2.8M | $498.3M | 6.2% | $96.77 | +79.24% | 12 qtrssince 2019-Q1 | Decreased 0 |
MICROSOFT CORP | 1.4M | $460.8M | 5.7% | $116.73 | +181.27% | 12 qtrssince 2019-Q1 | Increased 61 |
AMAZON.COM INC | 78,762 | $262.6M | 3.2% | $95.04 | +77.44% | 12 qtrssince 2019-Q1 | Increased 56 |
ALPHABET INC-CL A | 54,581 | $158.1M | 2.0% | $59.90 | +142.23% | 12 qtrssince 2019-Q1 | Increased 48 |
TESLA INC | 147,042 | $155.4M | 1.9% | $126.59 | +181.84% | 12 qtrssince 2019-Q1 | Increased 49 |
ALPHABET INC-CL C | 50,921 | $147.3M | 1.8% | $59.15 | +145.02% | 12 qtrssince 2019-Q1 | Increased 48 |
META PLATFORMS INC-CLASS A | 429,670 | $144.5M | 1.8% | $171.15 | +99.81% | 12 qtrssince 2019-Q1 | Decreased 0 |
NVIDIA CORP | 434,132 | $127.7M | 1.6% | $16.43 | +79.74% | 12 qtrssince 2019-Q1 | Increased 47 |
UNITEDHEALTH GROUP INC | 170,751 | $85.7M | 1.1% | $226.53 | +108.13% | 12 qtrssince 2019-Q1 | Increased 47 |
JPMORGAN CHASE & CO | 533,769 | $84.5M | 1.0% | $84.61 | +67.88% | 12 qtrssince 2019-Q1 | Decreased 0 |
JOHNSON & JOHNSON | 478,061 | $81.8M | 1.0% | $116.58 | +31.47% | 12 qtrssince 2019-Q1 | Increased 47 |
HOME DEPOT INC | 192,996 | $80.1M | 1.0% | $166.89 | +122.01% | 12 qtrssince 2019-Q1 | Increased 42 |
BERKSHIRE HATHAWAY INC-CL B | 265,098 | $79.3M | 1.0% | $202.31 | +48.28% | 12 qtrssince 2019-Q1 | Decreased 0 |
PROCTER & GAMBLE CO/THE | 437,499 | $71.6M | 0.9% | $87.72 | +65.02% | 12 qtrssince 2019-Q1 | Decreased 0 |
VISA INC-CLASS A SHARES | 307,182 | $66.6M | 0.8% | $151.19 | +38.25% | 12 qtrssince 2019-Q1 | Increased 42 |
PFIZER INC | 1M | $59.8M | 0.7% | $28.05 | +63.00% | 12 qtrssince 2019-Q1 | Increased 41 |
BANK OF AMERICA CORP | 1.3M | $58.3M | 0.7% | $23.28 | +70.75% | 12 qtrssince 2019-Q1 | Decreased 0 |
MASTERCARD INC - A | 158,781 | $57.1M | 0.7% | $232.53 | +51.42% | 12 qtrssince 2019-Q1 | Increased 41 |
WALT DISNEY CO/THE | 329,395 | $51M | 0.6% | $110.59 | +37.75% | 12 qtrssince 2019-Q1 | Increased 41 |
ADOBE INC | 86,599 | $49.1M | 0.6% | $278.91 | +103.31% | 12 qtrssince 2019-Q1 | Increased 41 |
Utah Retirement Systems manages $8.1B across 994 positions as of Q4 2021. Top holdings: AAPL (6.2%), MSFT (5.7%), AMZN (3.2%). Fund DNA: Steady Compounder. HoldingsIntel Rating: 3/5.0.
Active quarter - 30 new positions, 22 exits, 546 increased. Top move: MSFT (INCREASED, conviction 61). Portfolio: $8.1B across 994 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.
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Data sourced from SEC EDGAR 13F filings. Not financial advice. Full disclaimer