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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
+12.68%
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
$35.4B
AUM Growth
+$3.39B
Cap. Flow
-$211M
Cap. Flow %
-0.59%
Top 10 Hldgs %
21.61%
Holding
2,646
New
140
Increased
1,046
Reduced
1,119
Closed
290

Top Buys

Rank Stock Value
1
BKLN icon
Invesco Senior Loan ETF
BKLN
+$149M
2
HYG icon
iShares iBoxx $ High Yield Corporate Bond ETF
HYG
+$124M
3
LQD icon
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
+$118M
4
NVDA icon
NVIDIA
NVDA
+$71.8M
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$67.2M

Top Sells

Rank Stock Value
1
ATVI
Activision Blizzard
ATVI
+$96M
2
PBR.A icon
Petrobras Class A
PBR.A
+$92.7M
3
TD icon
Toronto Dominion Bank
TD
+$59.7M
4
RY icon
Royal Bank of Canada
RY
+$58.6M
5
LNG icon
Cheniere Energy
LNG
+$49.8M

Sector Composition

Rank Sector Weight
1 Technology 25.06%
2 Financials 11.73%
3 Healthcare 11.59%
4 Consumer Discretionary 10.41%
5 Industrials 9.81%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
EQR icon
376
Equity Residential
EQR
$24.7B
$16.6M 0.05%
271,966
+36,148
+15% +$2.09M
TTD icon
377
Trade Desk
TTD
$6.84B
$16.6M 0.05%
230,266
-6,412
-3% -$471K
TDY icon
378
Teledyne Technologies
TDY
$31.2B
$16.5M 0.05%
37,048
-5,635
-13% -$2.26M
HPE icon
379
Hewlett Packard
HPE
$79.2B
$16.5M 0.05%
972,476
+89,657
+10% +$1.46M
EFX icon
380
Equifax
EFX
$21.8B
$16.5M 0.05%
66,671
-985
-1% -$200K
DASH icon
381
DoorDash
DASH
$93.7B
$16.4M 0.05%
165,763
-5,861
-3% -$519K
GEHC icon
382
GE HealthCare
GEHC
$33.3B
$16.4M 0.05%
211,764
-6,070
-3% -$425K
PLTR icon
383
Palantir
PLTR
$430B
$16.4M 0.05%
952,534
-11,808
-1% -$210K
IBKR icon
384
Interactive Brokers
IBKR
$41.4B
$16.3M 0.05%
786,256
+109,548
+16% +$2.24M
X
385
DELISTED
US Steel
X
$16.2M 0.05%
333,190
+66,595
+25% +$2.42M
EXP icon
386
Eagle Materials
EXP
$6.41B
$16.2M 0.05%
79,839
+24,281
+44% +$4.27M
PHM icon
387
Pultegroup
PHM
$24.9B
$16.2M 0.05%
156,882
-73,947
-32% -$6.28M
TER icon
388
Teradyne
TER
$64.2B
$16.1M 0.05%
148,525
+17,543
+13% +$1.66M
MPWR icon
389
Monolithic Power Systems
MPWR
$67B
$16M 0.05%
25,439
+216
+0.9% +$113K
WTFC icon
390
Wintrust Financial
WTFC
$11B
$16M 0.05%
172,358
+18,992
+12% +$1.57M
DDOG icon
391
Datadog
DDOG
$90.6B
$15.9M 0.05%
131,196
-4,797
-4% -$494K
TROW icon
392
T. Rowe Price
TROW
$23.7B
$15.9M 0.04%
147,327
+27,836
+23% +$2.77M
LKQ icon
393
LKQ Corp
LKQ
$6.38B
$15.7M 0.04%
329,273
+41,801
+15% +$1.95M
AVB icon
394
AvalonBay Communities
AVB
$26.3B
$15.7M 0.04%
83,707
+3,052
+4% +$532K
PLNT icon
395
Planet Fitness
PLNT
$3.71B
$15.5M 0.04%
212,987
+49,265
+30% +$3.03M
KEYS icon
396
Keysight
KEYS
$60.5B
$15.5M 0.04%
97,702
-1,061
-1% -$144K
VTRS icon
397
Viatris
VTRS
$18.4B
$15.5M 0.04%
1,430,784
+282,604
+25% +$2.71M
TMHC
398
DELISTED
Taylor Morrison
TMHC
$15.4M 0.04%
289,193
-38,907
-12% -$1.74M
FICO icon
399
Fair Isaac
FICO
$24B
$15.4M 0.04%
13,242
-56
-0.4% -$56.4K
COIN icon
400
Coinbase
COIN
$40.6B
$15.3M 0.04%
88,230
-26,787
-23% -$2.93M
14 15
16
17 18

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State of Wisconsin Investment Board's Q4 2023 Portfolio in Review

As of Q4 2023, State of Wisconsin Investment Board held 2,646 positions worth $35.4B, up 11% from $32B the previous quarter. Its ten largest holdings account for 22% of the portfolio.

State of Wisconsin Investment Board's Q4 2023 filing shows 140 new, 1,046 increased, 1,119 reduced and 290 closed positions. Its largest new stake was iShares iBoxx $ Investment Grade Corporate Bond ETF: 1,137,780 shares worth $126M. The largest sale was Activision Blizzard, an estimated $96M.

By sector, the portfolio is most concentrated in Technology at 25% of assets, up from 24% a quarter earlier, followed by Financials and Healthcare.

  • State of Wisconsin Investment Board's largest Q4 2023 buy was iShares iBoxx $ Investment Grade Corporate Bond ETF: 1,137,780 shares worth $126M.
  • State of Wisconsin Investment Board added most to Invesco Senior Loan ETF in Q4 2023, an estimated $149M increase.
  • State of Wisconsin Investment Board's biggest Q4 2023 reduction was Cheniere Energy, cutting an estimated $49.8M.
  • State of Wisconsin Investment Board fully exited Activision Blizzard in Q4 2023, selling an estimated $96M.
  • State of Wisconsin Investment Board's ten largest holdings make up 22% of its $35.4B portfolio in Q4 2023.
  • State of Wisconsin Investment Board opened 140 new positions and closed 290 in Q4 2023.
  • State of Wisconsin Investment Board's portfolio value rose 11% quarter-over-quarter to $35.4B.

Based on State of Wisconsin Investment Board's 13F filing for Q4 2023, filed 12 Feb 2024.