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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
HLIT icon
726
Harmonic Inc
HLIT
$1.42B
$8.63M 0.02%
592,235
-43,163
-7% -$577K
EPR icon
727
EPR Properties
EPR
$4.73B
$8.55M 0.02%
174,442
-1,600
-0.9% -$73K
CIEN icon
728
Ciena
CIEN
$62.7B
$8.53M 0.02%
138,436
-7,841
-5% -$413K
MCHI icon
729
iShares MSCI China ETF
MCHI
$6.14B
$8.52M 0.02%
167,406
– –
CNNE icon
730
Cannae Holdings
CNNE
$675M
$8.49M 0.02%
445,591
+38,781
+10% +$746K
INST
731
DELISTED
Instructure Holdings, Inc.
INST
$8.48M 0.02%
+360,200
New +$8.5M
FFIV icon
732
F5
FFIV
$23.6B
$8.44M 0.02%
38,342
-26,248
-41% -$5.09M
BPOP icon
733
Popular Inc
BPOP
$11.3B
$8.41M 0.02%
83,865
-224
-0.3% -$21.8K
BG icon
734
Bunge Global
BG
$21.7B
$8.4M 0.02%
86,882
-25,854
-23% -$2.64M
JEF icon
735
Jefferies Financial Group
JEF
$12.9B
$8.39M 0.02%
136,311
-756
-0.6% -$42.9K
CCOI icon
736
Cogent Communications
CCOI
$530M
$8.38M 0.02%
110,336
-1,490
-1% -$103K
OLED icon
737
Universal Display
OLED
$4.18B
$8.36M 0.02%
39,815
+6,759
+20% +$1.37M
GGG icon
738
Graco
GGG
$13.3B
$8.36M 0.02%
95,497
+5,592
+6% +$459K
ACHC icon
739
Acadia Healthcare
ACHC
$2.82B
$8.34M 0.02%
131,491
-143
-0.1% -$10.3K
MMS icon
740
Maximus
MMS
$2.94B
$8.33M 0.02%
89,373
– –
MRUS
741
DELISTED
Merus
MRUS
$8.32M 0.02%
166,518
+13,480
+9% +$704K
NSIT icon
742
Insight Enterprises
NSIT
$4.6B
$8.29M 0.02%
38,497
-1,278
-3% -$263K
PCVX icon
743
Vaxcyte
PCVX
$8.76B
$8.26M 0.02%
72,316
+11,949
+20% +$1.08M
MAC icon
744
Macerich
MAC
$6.99B
$8.25M 0.02%
452,071
-5,200
-1% -$81.9K
GTLS
745
DELISTED
Chart Industries
GTLS
$8.24M 0.02%
66,376
-6,200
-9% -$814K
AOS icon
746
A.O. Smith
AOS
$8.49B
$8.2M 0.02%
91,269
+7,634
+9% +$632K
OSK icon
747
Oshkosh
OSK
$9.41B
$8.19M 0.02%
81,747
+2,527
+3% +$263K
OKTA icon
748
Okta
OKTA
$26.9B
$8.18M 0.02%
110,007
+14,902
+16% +$1.3M
NDSN icon
749
Nordson
NDSN
$17.3B
$8.11M 0.02%
30,889
+1,104
+4% +$270K
HQY icon
750
HealthEquity
HQY
$8.83B
$8.11M 0.02%
99,110
-700
-0.7% -$54K
28 29
30
31 32

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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.