STATE OF MICHIGAN RETIREMENT SYSTEM Q4 2020 Filing

Filed February 1, 2021

Portfolio Value

$14.5B

Holdings

942

Report Date

Q4 2020

Filing Type

13F-HR

All Holdings (942 positions)

#StockSharesValue% PortfolioType
101
CLCOLGATE PALMOLIVE CO
411,036$35.1B242.90%
102
LINLINDE PLC
131,964$34.8B240.32%
103
CMGCHIPOTLE MEXICAN GRILL INC
25,025$34.7B239.82%
104
CAGCONAGRA BRANDS INC
955,817$34.7B239.52%
105
TRVCCITIGROUP INC
561,114$34.6B239.10%
106
LLYLILLY ELI CO
199,694$33.7B233.01%
107
LDOSLEIDOS HOLDINGS INC
317,977$33.4B231.00%
108
IJHISHARES TR
143,053$32.9B227.22%
109
MCOMOODYS CORP
111,348$32.3B223.35%
110
DVADAVITA INC
272,210$32.0B220.85%
111
SBUXSTARBUCKS CORP
295,142$31.6B218.21%
112
KEYSKEYSIGHT TECHNOLOGIES INC
236,602$31.3B215.99%
113
UPSUNITED PARCEL SERVICE INC
179,819$30.3B209.28%
114
KMBKIMBERLY CLARK CORP
220,767$29.8B205.71%
115
BIIBBIOGEN INC
117,783$28.8B199.31%
116
BABOEING CO
133,471$28.6B197.45%
117
BLKCHFBLACKROCK INC
39,398$28.4B196.46%
118
RTXRAYTHEON TECHNOLOGIES CORP
396,842$28.4B196.12%
119
TWTRUSDTWITTER INC
503,106$27.2B188.27%
120
FOXAFOX CORP
932,894$27.2B187.74%
121
DNLIDENALI THERAPEUTICS INC
324,028$27.1B187.57%
122
MMM3M CO
153,874$26.9B185.88%
123
DYHTARGET CORP
148,043$26.1B180.61%
124
INTUINTUIT
68,248$25.9B179.16%
125
BKNGBOOKING HOLDINGS INC
11,604$25.8B178.61%
126
BABAALIBABA GROUP HLDG LTD
110,250$25.7B177.32%
127
DWDMORGAN STANLEY
373,422$25.6B176.86%
128
MUMICRON TECHNOLOGY INC
334,963$25.2B174.04%
129
REGIEURRENEWABLE ENERGY GROUP INC
355,400$25.2B173.94%
130
AMTAMERICAN TOWER CORP NEW
111,695$25.1B173.26%
131
CATCATERPILLAR INC
136,576$24.9B171.81%
132
ISRGINTUITIVE SURGICAL INC
30,207$24.7B170.78%
133
GEGENERAL ELECTRIC CO
2,257,292$24.4B168.48%
134
CHTRCHARTER COMMUNICATIONS INC N
36,716$24.3B167.86%
135
TWOEURTWO HBRS INVT CORP
3,800,000$24.2B167.29%
136
GSGOLDMAN SACHS GROUP INC
90,583$23.9B165.09%
137
FISFIDELITY NATL INFORMATION SV
162,133$22.9B158.50%
138
MSCIMSCI INC
50,356$22.5B155.39%
139
FITBFIFTH THIRD BANCORP
805,576$22.2B153.49%
140
EFCELLINGTON FINANCIAL INC
1,462,778$21.7B150.02%
141
DEDEERE CO
78,789$21.2B146.50%
142
MDLZMONDELEZ INTL INC
359,603$21.0B145.31%
143
ELVANTHEM INC
65,410$21.0B145.14%
144
MOALTRIA GROUP INC
503,524$20.6B142.67%
145
TJXTJX COS INC NEW
301,945$20.6B142.50%
146
CICIGNA CORP NEW
96,874$20.2B139.37%
147
XLFSELECT SECTOR SPDR TR
682,617$20.1B139.08%
148
SCHWSCHWAB CHARLES CORP
375,140$19.9B137.51%
149
TMUST MOBILE US INC
146,700$19.8B136.71%
150
3M4MASIMO CORP
72,766$19.5B134.96%
151
PLDPROLOGIS INC
194,844$19.4B134.20%
152
LRCXEURLAM RESEARCH CORP
40,585$19.2B132.46%
153
ATVIEURACTIVISION BLIZZARD INC
199,042$18.5B127.72%
154
BDXBECTON DICKINSON CO
72,897$18.2B126.06%
155
EXASEXACT SCIENCES CORP
132,204$17.5B121.05%
156
CSXCSX CORP
192,323$17.5B120.62%
157
TCPCBLACKROCK TCP CAPITAL CORP
1,548,039$17.4B120.25%
158
THE PROVIDENCE SERVICE CORP
125,500$17.4B120.24%
159
8CWCROWN CASTLE INTL CORP NEW
108,407$17.3B119.26%
160
FDXFEDEX CORP
65,387$17.0B117.32%
161
DUKDUKE ENERGY CORP NEW
185,070$16.9B117.11%
162
FISVFISERV INC
144,558$16.5B113.75%
163
CMECME GROUP INC
90,289$16.4B113.59%
164
GMGENERAL MTRS CO
392,162$16.3B112.86%
165
SOSOUTHERN CO
265,582$16.3B112.75%
166
ILMNILLUMINA INC
44,023$16.3B112.57%
167
ICEINTERCONTINENTAL EXCHANGE IN
141,110$16.3B112.43%
168
TFCTRUIST FINL CORP
339,026$16.3B112.30%
169
PGRPROGRESSIVE CORP
163,175$16.1B111.51%
170
ITWILLINOIS TOOL WKS INC
78,543$16.0B110.66%
171
EQIXEQUINIX INC
22,390$16.0B110.51%
172
GPMTGRANITE PT MTG TR INC
1,600,000$16.0B110.46%
173
PNCPNC FINL SVCS GROUP INC
106,547$15.9B109.72%
174
PDCOEURPATTERSON COS INC
530,091$15.7B108.55%
175
SHWSHERWIN WILLIAMS CO
21,349$15.7B108.43%
176
TSMTAIWAN SEMICONDUCTOR MFG LTD
142,600$15.5B107.46%
177
VRTXVERTEX PHARMACEUTICALS INC
65,434$15.5B106.88%
178
DDOMINION ENERGY INC
205,123$15.4B106.60%
179
DAVAENDAVA PLC
198,000$15.2B105.03%
180
NSCNORFOLK SOUTHN CORP
63,911$15.2B104.95%
181
ELLAUDER ESTEE COS INC
57,001$15.2B104.86%
182
COHRII VI INC
197,586$15.0B103.73%
183
MRSHMARSH MCLENNAN COS INC
127,536$14.9B103.12%
184
XLVSELECT SECTOR SPDR TR
131,228$14.9B102.88%
185
PSNLPERSONALIS INC
403,920$14.8B102.20%
186
EWEDWARDS LIFESCIENCES CORP
161,243$14.7B101.66%
187
PTONPELOTON INTERACTIVE INC
96,870$14.7B101.57%
188
ECLECOLAB INC
65,395$14.1B97.78%
189
ADIANALOG DEVICES INC
92,903$13.7B94.85%
190
HUMHUMANA INC
33,255$13.6B94.29%
191
AONAON PLC
63,724$13.5B93.04%
192
REGNREGENERON PHARMACEUTICALS
27,192$13.1B90.79%
193
DDDUPONT DE NEMOURS INC
184,526$13.1B90.69%
194
BSXBOSTON SCIENTIFIC CORP
360,065$12.9B89.45%
195
ETNEATON CORP PLC
106,300$12.8B88.26%
196
NOCNORTHROP GRUMMAN CORP
40,033$12.2B84.31%
197
NEMNEWMONT CORP
202,026$12.1B83.62%
198
DHRB G FOODS INC NEW
435,000$12.1B83.37%
199
COFCAPITAL ONE FINL CORP
121,904$12.1B83.28%
200
ROSTROSS STORES INC
95,798$11.8B81.31%
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