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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
FLR icon
626
Fluor
FLR
$7B
$10.4M 0.03%
217,668
-2,241
-1% -$106K
LPLA icon
627
LPL Financial
LPLA
$29.5B
$10.4M 0.03%
44,611
+908
+2% +$205K
WTS icon
628
Watts Water Technologies
WTS
$12.8B
$10.4M 0.03%
50,082
-121
-0.2% -$23.4K
GNRC icon
629
Generac Holdings
GNRC
$12.8B
$10.4M 0.03%
65,281
+7,144
+12% +$1.06M
NBIX icon
630
Neurocrine Biosciences
NBIX
$15.3B
$10.3M 0.03%
89,764
+14,556
+19% +$2M
WBS icon
631
Webster Financial
WBS
$12.8B
$10.3M 0.03%
221,538
-1,437
-0.6% -$66K
SSD icon
632
Simpson Manufacturing
SSD
$8B
$10.3M 0.03%
53,960
– –
JBHT icon
633
JB Hunt Transport Services
JBHT
$26.5B
$10.3M 0.03%
59,684
+6,821
+13% +$1.15M
VMI icon
634
Valmont Industries
VMI
$9.5B
$10.3M 0.03%
35,468
-62
-0.2% -$17.4K
OPCH icon
635
Option Care Health
OPCH
$3.61B
$10.3M 0.03%
328,523
+12,516
+4% +$384K
TECH icon
636
Bio-Techne
TECH
$11.2B
$10.3M 0.03%
128,319
+2,947
+2% +$221K
JBL icon
637
Jabil
JBL
$38.8B
$10.2M 0.03%
85,245
-7,792
-8% -$846K
UFPI icon
638
UFP Industries
UFPI
$5.03B
$10.2M 0.03%
77,826
-145
-0.2% -$17.5K
EMN icon
639
Eastman Chemical
EMN
$8.43B
$10.2M 0.03%
91,073
+16,401
+22% +$1.64M
SNA icon
640
Snap-on
SNA
$20.9B
$10.2M 0.03%
35,080
+6,009
+21% +$1.66M
OHI icon
641
Omega Healthcare
OHI
$13.9B
$10.2M 0.03%
249,586
+260
+0.1% +$9.84K
CAG icon
642
Conagra Brands
CAG
$7.39B
$10.1M 0.03%
311,994
-49,700
-14% -$1.52M
PWP icon
643
Perella Weinberg Partners
PWP
$1.33B
$10.1M 0.03%
525,278
-1,385
-0.3% -$25.4K
BURL icon
644
Burlington
BURL
$22.4B
$10.1M 0.03%
38,422
+4,226
+12% +$1.09M
PCOR icon
645
Procore
PCOR
$9.45B
$10.1M 0.03%
163,817
-4,486
-3% -$275K
NTRA icon
646
Natera
NTRA
$44.8B
$10.1M 0.03%
79,570
-5,136
-6% -$590K
TENB icon
647
Tenable Holdings
TENB
$4.41B
$10.1M 0.03%
249,169
+2,885
+1% +$120K
EWZ icon
648
iShares MSCI Brazil ETF
EWZ
$8.55B
$10.1M 0.03%
341,900
– –
ALLE icon
649
Allegion
ALLE
$14.2B
$10.1M 0.03%
69,144
+3,445
+5% +$456K
MEDP icon
650
Medpace
MEDP
$16.2B
$10.1M 0.03%
30,173
-65
-0.2% -$24.7K
24 25
26
27 28

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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.