We are live on ! Find out more
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
VZ icon
51
Verizon
VZ
$195B
$115M 0.29%
2,567,257
+34,520
+1% +$1.44M
NOW icon
52
ServiceNow
NOW
$129B
$115M 0.29%
644,200
+64,925
+11% +$10.7M
ZG icon
53
Zillow
ZG
$7.53B
$114M 0.29%
1,847,674
+143,581
+8% +$7.47M
EEM icon
54
iShares MSCI Emerging Markets ETF
EEM
$30.4B
$114M 0.29%
2,489,100
– –
CAT icon
55
Caterpillar
CAT
$393B
$114M 0.29%
291,129
+17,930
+7% +$6.19M
TXN icon
56
Texas Instruments
TXN
$253B
$113M 0.29%
548,673
+23,985
+5% +$4.82M
INTU icon
57
Intuit
INTU
$91.6B
$111M 0.28%
178,525
+18,055
+11% +$11.5M
LBTYA icon
58
Liberty Global Class A
LBTYA
$3.55B
$111M 0.28%
5,246,185
-839,871
-14% -$16.2M
DHR icon
59
Danaher
DHR
$145B
$109M 0.27%
391,975
+2,989
+0.8% +$791K
ISRG icon
60
Intuitive Surgical
ISRG
$142B
$109M 0.27%
221,490
+23,177
+12% +$10.8M
CMCSA icon
61
Comcast
CMCSA
$90.4B
$107M 0.27%
2,569,550
+67,939
+3% +$2.68M
DIS icon
62
Walt Disney
DIS
$178B
$106M 0.27%
1,103,345
+16,083
+1% +$1.48M
SPGI icon
63
S&P Global
SPGI
$121B
$106M 0.27%
204,701
+26,505
+15% +$13.1M
IBIT icon
64
iShares Bitcoin Trust
IBIT
$47.2B
$104M 0.26%
2,889,251
-8,800
-0.3% -$306K
FWONA icon
65
Liberty Media Series A
FWONA
$23.7B
$103M 0.26%
1,442,808
-76,635
-5% -$5.38M
NEE icon
66
NextEra Energy
NEE
$179B
$103M 0.26%
1,214,961
+67,630
+6% +$5.28M
T icon
67
AT&T
T
$166B
$101M 0.25%
4,608,112
+47,686
+1% +$949K
RTX icon
68
RTX Corp
RTX
$300B
$100M 0.25%
828,564
-2,447
-0.3% -$279K
PFE icon
69
Pfizer
PFE
$150B
$100M 0.25%
3,462,102
+38,639
+1% +$1.13M
AMGN icon
70
Amgen
AMGN
$225B
$99.5M 0.25%
308,946
+18,380
+6% +$6.01M
AMAT icon
71
Applied Materials
AMAT
$435B
$98.5M 0.25%
487,376
+27,853
+6% +$5.71M
GS icon
72
Goldman Sachs
GS
$302B
$97.9M 0.25%
197,641
-183,098
-48% -$89.6M
AXP icon
73
American Express
AXP
$232B
$96.1M 0.24%
354,483
-81,461
-19% -$20.3M
PGR icon
74
Progressive
PGR
$121B
$92.3M 0.23%
363,753
-4,506
-1% -$1.05M
ELV icon
75
Elevance Health
ELV
$86.6B
$92.1M 0.23%
177,151
-145,661
-45% -$77.8M
1 2
3
4 5

Similar funds

WCM Investment Management
WCM Investment Management Laguna Beach, California $43.8B AUM 42.28% 1-Year Est. Return
Connor, Clark & Lunn Investment Management (CC&L)
Connor, Clark & Lunn Investment Management (CC&L) Vancouver, British Columbia, Canada $43.4B AUM 51.29% 1-Year Est. Return
PEAK6
PEAK6 Chicago, Illinois $42.6B AUM 66.24% 1-Year Est. Return
TCI Fund Management
TCI Fund Management London, United Kingdom $45.2B AUM 12.74% 1-Year Est. Return
LP
LMR Partners London, United Kingdom $45.4B AUM 60.47% 1-Year Est. Return
Holocene Advisors
Holocene Advisors New York $41.5B AUM 42.97% 1-Year Est. Return
Newport Trust Company
Newport Trust Company Washington, District of Columbia $40.7B AUM 24.62% 1-Year Est. Return
HF
HRT Financial New York $40.1B AUM 58.22% 1-Year Est. Return

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.