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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
S icon
776
SentinelOne
S
$8.17B
$7.79M 0.02%
325,574
+114,549
+54% +$2.59M
MTSI icon
777
MACOM Technology Solutions
MTSI
$23.5B
$7.76M 0.02%
69,704
-5,936
-8% -$622K
WK icon
778
Workiva
WK
$4.01B
$7.75M 0.02%
97,918
– –
ARMK icon
779
Aramark
ARMK
$16.1B
$7.73M 0.02%
199,569
+81
+0% +$2.86K
WPC icon
780
W.P. Carey
WPC
$16.3B
$7.71M 0.02%
123,749
+7,858
+7% +$466K
MTCH icon
781
Match Group
MTCH
$8.56B
$7.71M 0.02%
203,622
-5,568
-3% -$195K
SFM icon
782
Sprouts Farmers Market
SFM
$7.71B
$7.7M 0.02%
69,723
-2,118
-3% -$202K
CIVI
783
DELISTED
Civitas Resources
CIVI
$7.65M 0.02%
150,943
+17,836
+13% +$1.1M
NYT icon
784
New York Times
NYT
$10.3B
$7.62M 0.02%
136,791
+2,132
+2% +$115K
AXS icon
785
AXIS Capital
AXS
$7.3B
$7.61M 0.02%
95,583
-208
-0.2% -$15.6K
KMX icon
786
CarMax
KMX
$8.52B
$7.6M 0.02%
98,170
+12,211
+14% +$966K
PIPR icon
787
Piper Sandler
PIPR
$5.54B
$7.58M 0.02%
106,844
+2,800
+3% +$183K
PAYO icon
788
Payoneer
PAYO
$2.42B
$7.56M 0.02%
1,003,376
– –
FLEX icon
789
Flex
FLEX
$45.9B
$7.53M 0.02%
225,189
+14,274
+7% +$439K
KMPR icon
790
Kemper
KMPR
$1.59B
$7.53M 0.02%
122,873
+4,884
+4% +$300K
GSHD icon
791
Goosehead Insurance
GSHD
$2.39B
$7.49M 0.02%
83,834
-6,600
-7% -$522K
SGI
792
Somnigroup International
SGI
$14B
$7.48M 0.02%
137,024
+262
+0.2% +$13.3K
ZWS icon
793
Zurn Elkay Water Solutions
ZWS
$8.41B
$7.46M 0.02%
207,702
-38,494
-16% -$1.22M
CLF icon
794
Cleveland-Cliffs
CLF
$6.93B
$7.46M 0.02%
584,436
+235,211
+67% +$3.19M
CRBG icon
795
Corebridge Financial
CRBG
$15.3B
$7.44M 0.02%
255,234
+17,871
+8% +$505K
BRKR icon
796
Bruker
BRKR
$8.83B
$7.44M 0.02%
107,755
+659
+0.6% +$42.6K
WHD icon
797
Cactus
WHD
$5.78B
$7.42M 0.02%
124,401
– –
IIPR icon
798
Innovative Industrial Properties
IIPR
$1.67B
$7.41M 0.02%
55,052
+200
+0.4% +$24.3K
SITE icon
799
SiteOne Landscape Supply
SITE
$4.27B
$7.41M 0.02%
49,082
-192
-0.4% -$26.3K
CMA
800
DELISTED
Comerica
CMA
$7.4M 0.02%
123,594
+18,796
+18% +$1.04M
30 31
32
33 34

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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.