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State of Wisconsin Investment Board

State of Wisconsin Investment Board Portfolio holdings

AUM $43.7B
1-Year Est. Return 27.76%
This Fund
S&P 500
This Quarter Est. Return
+12.1%
1 Year Est. Return
+27.76%
3 Year Est. Return
+95.56%
5 Year Est. Return
+123.77%
10 Year Est. Return
+486.44%
AUM
$37.9B
AUM Growth
+$2.5B
Cap. Flow
-$628M
Cap. Flow %
-1.66%
Top 10 Hldgs %
23%
Holding
2,502
New
146
Increased
878
Reduced
1,150
Closed
286

Top Buys

Rank Stock Value
1
IBIT icon
iShares Bitcoin Trust
IBIT
+$76.4M
2
NKE icon
Nike
NKE
+$68.6M
3
GBTC icon
Grayscale Bitcoin Trust
GBTC
+$49.3M
4
MSFT icon
Microsoft
MSFT
+$45.4M
5
PBR icon
Petrobras
PBR
+$45.3M

Top Sells

Rank Stock Value
1
HYG icon
iShares iBoxx $ High Yield Corporate Bond ETF
HYG
+$257M
2
LQD icon
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
+$126M
3
AXP icon
American Express
AXP
+$64.3M
4
AAPL icon
Apple
AAPL
+$58.6M
5
IWB icon
iShares Russell 1000 ETF
IWB
+$56.4M

Sector Composition

Rank Sector Weight
1 Technology 25.75%
2 Healthcare 11.71%
3 Financials 11.65%
4 Consumer Discretionary 10.38%
5 Industrials 9.86%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
IR icon
276
Ingersoll Rand
IR
$32.7B
$24.9M 0.07%
262,550
+8,849
+3% +$757K
A icon
277
Agilent Technologies
A
$42.1B
$24.7M 0.07%
170,016
+1,196
+0.7% +$164K
LHX icon
278
L3Harris
LHX
$53.7B
$24.7M 0.07%
115,994
+5,722
+5% +$1.2M
CMI icon
279
Cummins
CMI
$86.8B
$24.7M 0.07%
83,661
-12,899
-13% -$3.32M
GWW icon
280
W.W. Grainger
GWW
$62B
$24.5M 0.06%
24,123
-2,812
-10% -$2.62M
COIN icon
281
Coinbase
COIN
$40.3B
$24.5M 0.06%
92,466
+4,236
+5% +$762K
GEHC icon
282
GE HealthCare
GEHC
$33.3B
$24.5M 0.06%
269,504
+57,740
+27% +$4.8M
CHD icon
283
Church & Dwight Co
CHD
$24.1B
$24.5M 0.06%
234,564
+4,838
+2% +$484K
SYY icon
284
Sysco
SYY
$40B
$24.4M 0.06%
300,459
-14,706
-5% -$1.16M
WST icon
285
West Pharmaceutical
WST
$24.5B
$24.3M 0.06%
61,518
-623
-1% -$230K
EME icon
286
Emcor
EME
$36.6B
$24.2M 0.06%
69,225
-9,561
-12% -$2.57M
SNOW icon
287
Snowflake
SNOW
$118B
$24.1M 0.06%
149,192
-3,903
-3% -$757K
LEN icon
288
Lennar Class A
LEN
$21.1B
$24M 0.06%
143,999
-36,717
-20% -$5.52M
BLD
289
DELISTED
TopBuild
BLD
$23.9M 0.06%
54,221
-6,673
-11% -$2.61M
PLTR icon
290
Palantir
PLTR
$431B
$23.9M 0.06%
1,038,393
+85,859
+9% +$1.83M
HUM icon
291
Humana
HUM
$46B
$23.7M 0.06%
68,485
-10,070
-13% -$3.82M
FERG icon
292
Ferguson
FERG
$48B
$23.7M 0.06%
108,662
+3,398
+3% +$677K
BRBR icon
293
BellRing Brands
BRBR
$1.28B
$23.5M 0.06%
397,955
-20,248
-5% -$1.15M
QSR icon
294
Restaurant Brands International
QSR
$26.6B
$23.4M 0.06%
295,154
-66,700
-18% -$5.2M
KR icon
295
Kroger
KR
$35.2B
$23.3M 0.06%
408,391
-2,887
-0.7% -$142K
KMI icon
296
Kinder Morgan
KMI
$71.4B
$23.3M 0.06%
1,268,790
+89,553
+8% +$1.56M
EBAY icon
297
eBay
EBAY
$46.5B
$23.2M 0.06%
440,019
+114,001
+35% +$5.18M
LW icon
298
Lamb Weston
LW
$7.44B
$23.2M 0.06%
217,785
-20,378
-9% -$2.12M
VMC icon
299
Vulcan Materials
VMC
$36.1B
$23.1M 0.06%
84,622
+8,699
+11% +$2.14M
BAX icon
300
Baxter International
BAX
$14B
$23.1M 0.06%
539,737
+151,358
+39% +$6.15M
10 11
12
13 14

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State of Wisconsin Investment Board's Q1 2024 Portfolio in Review

As of Q1 2024, State of Wisconsin Investment Board held 2,502 positions worth $37.9B, up 7% from $35.4B the previous quarter. Its ten largest holdings account for 23% of the portfolio.

State of Wisconsin Investment Board's Q1 2024 filing shows 146 new, 878 increased, 1,150 reduced and 286 closed positions. Its largest new stake was iShares Bitcoin Trust: 2,450,400 shares worth $99.2M. The largest sale was iShares iBoxx $ High Yield Corporate Bond ETF, an estimated $257M.

By sector, the portfolio is most concentrated in Technology at 26% of assets, up from 25% a quarter earlier, followed by Healthcare and Financials.

  • State of Wisconsin Investment Board's largest Q1 2024 buy was iShares Bitcoin Trust: 2,450,400 shares worth $99.2M.
  • State of Wisconsin Investment Board added most to Nike in Q1 2024, an estimated $68.6M increase.
  • State of Wisconsin Investment Board's biggest Q1 2024 reduction was American Express, cutting an estimated $64.3M.
  • State of Wisconsin Investment Board fully exited iShares iBoxx $ High Yield Corporate Bond ETF in Q1 2024, selling an estimated $257M.
  • State of Wisconsin Investment Board's ten largest holdings make up 23% of its $37.9B portfolio in Q1 2024.
  • State of Wisconsin Investment Board opened 146 new positions and closed 286 in Q1 2024.
  • State of Wisconsin Investment Board's portfolio value rose 7% quarter-over-quarter to $37.9B.

Based on State of Wisconsin Investment Board's 13F filing for Q1 2024, filed 14 May 2024.