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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
+6.37%
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
$25.9B
AUM Growth
+$2.67B
Cap. Flow
+$1.48B
Cap. Flow %
5.71%
Top 10 Hldgs %
14.72%
Holding
1,358
New
73
Increased
598
Reduced
505
Closed
74

Top Buys

Rank Stock Value
1
AAPL icon
Apple
AAPL
+$98.7M
2
META icon
Meta Platforms (Facebook)
META
+$63.2M
3
WFC icon
Wells Fargo
WFC
+$44.9M
4
AMZN icon
Amazon
AMZN
+$44.7M
5
ENB icon
Enbridge
ENB
+$37.8M

Top Sells

Rank Stock Value
1
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$502M
2
HAR
Harman International Industries
HAR
+$39.2M
3
RY icon
Royal Bank of Canada
RY
+$35.5M
4
YDKN
Yadkin Financial Corporation
YDKN
+$35.2M
5
STJ
St Jude Medical
STJ
+$27.3M

Sector Composition

Rank Sector Weight
1 Financials 17.37%
2 Technology 15.6%
3 Healthcare 13.02%
4 Industrials 9.99%
5 Consumer Discretionary 9.55%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
PGR icon
376
Progressive
PGR
$121B
$15.2M 0.06%
387,859
+69,501
+22% +$2.65M
SIVB
377
DELISTED
SVB Financial Group
SIVB
$15.1M 0.06%
81,252
-18,040
-18% -$3.28M
ESS icon
378
Essex Property Trust
ESS
$18.5B
$15.1M 0.06%
65,277
+8,227
+14% +$1.89M
KLAC icon
379
KLA
KLAC
$274B
$15.1M 0.06%
1,589,480
+226,510
+17% +$1.99M
LNC icon
380
Lincoln National
LNC
$8.67B
$15.1M 0.06%
230,325
+99,725
+76% +$6.82M
ED icon
381
Consolidated Edison
ED
$40.1B
$15M 0.06%
193,045
-11,493
-6% -$864K
CMI icon
382
Cummins
CMI
$87B
$15M 0.06%
99,033
+20,951
+27% +$3.1M
IPGP icon
383
IPG Photonics
IPGP
$3.57B
$14.8M 0.06%
122,870
+31,469
+34% +$3.56M
AOS icon
384
A.O. Smith
AOS
$8.49B
$14.8M 0.06%
288,445
+19,775
+7% +$981K
SBAC icon
385
SBA Communications
SBAC
$19.8B
$14.8M 0.06%
122,579
+54,512
+80% +$6.02M
ABCB icon
386
Ameris Bancorp
ABCB
$6B
$14.8M 0.06%
320,000
-28,859
-8% -$1.32M
AMN icon
387
AMN Healthcare
AMN
$1.34B
$14.7M 0.06%
360,950
– –
IP icon
388
International Paper
IP
$21.8B
$14.5M 0.06%
302,050
+39,451
+15% +$1.98M
JBHT icon
389
JB Hunt Transport Services
JBHT
$26.5B
$14.5M 0.06%
157,549
-2,874
-2% -$278K
RSPP
390
DELISTED
RSP Permian, Inc.
RSPP
$14.4M 0.06%
346,915
-50,000
-13% -$2.08M
NOW icon
391
ServiceNow
NOW
$132B
$14.4M 0.06%
821,400
+235,275
+40% +$4.1M
HSY icon
392
Hershey
HSY
$37.4B
$14.2M 0.06%
130,424
+34,725
+36% +$3.72M
SITE icon
393
SiteOne Landscape Supply
SITE
$4.27B
$14.2M 0.06%
294,270
-2,000
-0.7% -$79.9K
MBLY
394
DELISTED
Mobileye N.V.
MBLY
$14.2M 0.06%
232,000
+97,300
+72% +$4.68M
TTC icon
395
Toro Company
TTC
$9.21B
$14.2M 0.05%
227,458
-36,972
-14% -$2.2M
INCY icon
396
Incyte
INCY
$24.4B
$14.2M 0.05%
105,855
+24,032
+29% +$3.06M
LSTR icon
397
Landstar System
LSTR
$6.4B
$14.1M 0.05%
164,819
-14,640
-8% -$1.25M
PCAR icon
398
PACCAR
PCAR
$68.8B
$14.1M 0.05%
315,071
+67,629
+27% +$3.05M
AEM icon
399
Agnico Eagle Mines
AEM
$91.3B
$14.1M 0.05%
333,384
+126,730
+61% +$5.7M
XEL icon
400
Xcel Energy
XEL
$49.3B
$14.1M 0.05%
316,972
+61,092
+24% +$2.59M
14 15
16
17 18

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State of Wisconsin Investment Board's Q1 2017 Portfolio in Review

As of Q1 2017, State of Wisconsin Investment Board held 1,358 positions worth $25.9B, up 12% from $23.2B the previous quarter. Its ten largest holdings account for 15% of the portfolio.

State of Wisconsin Investment Board deployed $1.48B of net new capital in Q1 2017, opening 73 new positions and adding to 598 existing holdings. Its largest new stake was Mercado Libre: 77,090 shares worth $16.3M.

By sector, the portfolio is most concentrated in Financials at 17% of assets, down from 18% a quarter earlier, followed by Technology and Healthcare.

On the sell side, the largest reduction was Royal Bank of Canada, an estimated $35.5M trimmed.

  • State of Wisconsin Investment Board's largest Q1 2017 buy was Mercado Libre: 77,090 shares worth $16.3M.
  • State of Wisconsin Investment Board added most to Apple in Q1 2017, an estimated $98.7M increase.
  • State of Wisconsin Investment Board's biggest Q1 2017 reduction was Royal Bank of Canada, cutting an estimated $35.5M.
  • State of Wisconsin Investment Board fully exited iShares Core S&P Mid-Cap ETF in Q1 2017, selling an estimated $502M.
  • State of Wisconsin Investment Board's ten largest holdings make up 15% of its $25.9B portfolio in Q1 2017.
  • State of Wisconsin Investment Board opened 73 new positions and closed 74 in Q1 2017.
  • State of Wisconsin Investment Board's portfolio value rose 12% quarter-over-quarter to $25.9B.

Based on State of Wisconsin Investment Board's 13F filing for Q1 2017, filed 8 May 2017.