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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
+7.67%
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
$39.8B
AUM Growth
+$1.94B
Cap. Flow
-$355M
Cap. Flow %
-0.89%
Top 10 Hldgs %
25.5%
Holding
2,401
New
102
Increased
978
Reduced
923
Closed
119

Top Buys

Rank Stock Value
1
USHY icon
iShares Broad USD High Yield Corporate Bond ETF
USHY
+$148M
2
BRK.A icon
Berkshire Hathaway Class A
BRK.A
+$55.8M
3
AMZN icon
Amazon
AMZN
+$54M
4
AAPL icon
Apple
AAPL
+$48.2M
5
ARKK icon
ARK Innovation ETF
ARKK
+$34.1M

Top Sells

Rank Stock Value
1
HYG icon
iShares iBoxx $ High Yield Corporate Bond ETF
HYG
+$205M
2
GS icon
Goldman Sachs
GS
+$89.6M
3
ELV icon
Elevance Health
ELV
+$77.8M
4
BKLN icon
Invesco Senior Loan ETF
BKLN
+$74.5M
5
MSFT icon
Microsoft
MSFT
+$73.4M

Sector Composition

Rank Sector Weight
1 Technology 27.2%
2 Financials 11.59%
3 Healthcare 10.83%
4 Consumer Discretionary 9.91%
5 Industrials 9.63%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
EVRG icon
551
Evergy
EVRG
$19.3B
$11.9M 0.03%
191,599
+3,550
+2% +$207K
BRX icon
552
Brixmor Property Group
BRX
$9.21B
$11.8M 0.03%
424,790
-5,975
-1% -$154K
RBLX icon
553
Roblox
RBLX
$27.1B
$11.8M 0.03%
267,083
+16,428
+7% +$685K
ATO icon
554
Atmos Energy
ATO
$28.7B
$11.8M 0.03%
85,204
-782
-0.9% -$100K
ALE
555
DELISTED
Allete
ALE
$11.8M 0.03%
183,983
+57,922
+46% +$3.69M
FDS icon
556
Factset
FDS
$10.2B
$11.8M 0.03%
25,677
+1,277
+5% +$542K
DGX icon
557
Quest Diagnostics
DGX
$26.1B
$11.8M 0.03%
75,957
+4,108
+6% +$614K
SWK icon
558
Stanley Black & Decker
SWK
$15.4B
$11.8M 0.03%
106,903
-12,872
-11% -$1.24M
STLD icon
559
Steel Dynamics
STLD
$37.3B
$11.8M 0.03%
93,284
+4,270
+5% +$519K
SAIA icon
560
Saia
SAIA
$10.1B
$11.8M 0.03%
26,897
-5,154
-16% -$2.18M
ILMN icon
561
Illumina
ILMN
$29.1B
$11.7M 0.03%
89,941
-7,438
-8% -$918K
THC icon
562
Tenet Healthcare
THC
$21.5B
$11.7M 0.03%
70,341
+274
+0.4% +$41.4K
NI icon
563
NiSource
NI
$20.2B
$11.7M 0.03%
336,747
+81,655
+32% +$2.61M
OC icon
564
Owens Corning
OC
$12.3B
$11.6M 0.03%
65,845
+13,468
+26% +$2.27M
FCNCA icon
565
First Citizens BancShares
FCNCA
$25.6B
$11.6M 0.03%
6,302
+353
+6% +$674K
CLX icon
566
Clorox
CLX
$12.9B
$11.6M 0.03%
71,070
+4,063
+6% +$602K
TRMB icon
567
Trimble
TRMB
$13.4B
$11.5M 0.03%
185,843
+9,516
+5% +$532K
WCC
568
WESCO International
WCC
$17.5B
$11.5M 0.03%
68,653
-1,857
-3% -$301K
NVT icon
569
nVent Electric
NVT
$27.5B
$11.5M 0.03%
163,765
+3,596
+2% +$248K
DPZ icon
570
Domino's
DPZ
$11.6B
$11.5M 0.03%
26,702
+7,359
+38% +$3.2M
TRU icon
571
TransUnion
TRU
$15.5B
$11.5M 0.03%
109,645
+6,708
+7% +$605K
ALLY icon
572
Ally Financial
ALLY
$13.6B
$11.5M 0.03%
322,204
+33,600
+12% +$1.34M
GPC icon
573
Genuine Parts
GPC
$18.7B
$11.5M 0.03%
81,997
-5,108
-6% -$709K
SNV
574
DELISTED
Synovus
SNV
$11.5M 0.03%
257,536
-1,127
-0.4% -$49.3K
URA icon
575
Global X Uranium ETF
URA
$6.31B
$11.4M 0.03%
400,000
+100,000
+33% +$2.69M
21 22
23
24 25

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State of Wisconsin Investment Board's Q3 2024 Portfolio in Review

As of Q3 2024, State of Wisconsin Investment Board held 2,401 positions worth $39.8B, up 5.1% from $37.8B the previous quarter. Its ten largest holdings account for 25% of the portfolio.

State of Wisconsin Investment Board's Q3 2024 filing shows 102 new, 978 increased, 923 reduced and 119 closed positions. Its largest new stake was iShares Broad USD High Yield Corporate Bond ETF: 3,992,228 shares worth $150M. The largest sale was iShares iBoxx $ High Yield Corporate Bond ETF, an estimated $205M.

By sector, the portfolio is most concentrated in Technology at 27% of assets, down from 28% a quarter earlier, followed by Financials and Healthcare.

  • State of Wisconsin Investment Board's largest Q3 2024 buy was iShares Broad USD High Yield Corporate Bond ETF: 3,992,228 shares worth $150M.
  • State of Wisconsin Investment Board added most to Amazon in Q3 2024, an estimated $54M increase.
  • State of Wisconsin Investment Board's biggest Q3 2024 reduction was Goldman Sachs, cutting an estimated $89.6M.
  • State of Wisconsin Investment Board fully exited iShares iBoxx $ High Yield Corporate Bond ETF in Q3 2024, selling an estimated $205M.
  • State of Wisconsin Investment Board's ten largest holdings make up 25% of its $39.8B portfolio in Q3 2024.
  • State of Wisconsin Investment Board opened 102 new positions and closed 119 in Q3 2024.
  • State of Wisconsin Investment Board's portfolio value rose 5.1% quarter-over-quarter to $39.8B.

Based on State of Wisconsin Investment Board's 13F filing for Q3 2024, filed 14 Nov 2024.