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
+12.1%
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
$37.9B
AUM Growth
+$2.5B
Cap. Flow
-$628M
Cap. Flow %
-1.66%
Top 10 Hldgs %
23%
Holding
2,502
New
146
Increased
878
Reduced
1,150
Closed
286

Top Buys

Rank Stock Value
1
IBIT icon
iShares Bitcoin Trust
IBIT
+$76.4M
2
NKE icon
Nike
NKE
+$68.6M
3
GBTC icon
Grayscale Bitcoin Trust
GBTC
+$49.3M
4
MSFT icon
Microsoft
MSFT
+$45.4M
5
PBR icon
Petrobras
PBR
+$45.3M

Top Sells

Rank Stock Value
1
HYG icon
iShares iBoxx $ High Yield Corporate Bond ETF
HYG
+$257M
2
LQD icon
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
+$126M
3
AXP icon
American Express
AXP
+$64.3M
4
AAPL icon
Apple
AAPL
+$58.6M
5
IWB icon
iShares Russell 1000 ETF
IWB
+$56.4M

Sector Composition

Rank Sector Weight
1 Technology 25.75%
2 Healthcare 11.71%
3 Financials 11.65%
4 Consumer Discretionary 10.38%
5 Industrials 9.86%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
TXN icon
76
Texas Instruments
TXN
$253B
$90.8M 0.24%
520,988
+11,709
+2% +$1.95M
NOW icon
77
ServiceNow
NOW
$129B
$89.7M 0.24%
588,590
+23,280
+4% +$3.53M
SHW icon
78
Sherwin-Williams
SHW
$87.4B
$88.8M 0.23%
255,663
-16,939
-6% -$5.4M
FWONA icon
79
Liberty Media Series A
FWONA
$23.7B
$88.3M 0.23%
1,504,031
+63,767
+4% +$3.85M
COP icon
80
ConocoPhillips
COP
$153B
$86.2M 0.23%
677,342
+23,116
+4% +$2.64M
SCI icon
81
Service Corp International
SCI
$11.5B
$84.9M 0.22%
1,143,948
-91,341
-7% -$6.44M
ZG icon
82
Zillow
ZG
$7.53B
$83.9M 0.22%
1,752,690
+236,203
+16% +$12.5M
AMGN icon
83
Amgen
AMGN
$225B
$83.7M 0.22%
294,405
+4,336
+1% +$1.27M
T icon
84
AT&T
T
$166B
$82.4M 0.22%
4,681,059
+286,265
+7% +$4.89M
UNP icon
85
Union Pacific
UNP
$174B
$82.3M 0.22%
334,501
+9,330
+3% +$2.3M
UBER icon
86
Uber
UBER
$154B
$82.2M 0.22%
1,067,484
-128,754
-11% -$9.24M
LOW icon
87
Lowe's Companies
LOW
$121B
$82M 0.22%
322,058
+11,684
+4% +$2.69M
ISRG icon
88
Intuitive Surgical
ISRG
$142B
$81.1M 0.21%
203,209
+7,460
+4% +$2.82M
PM icon
89
Philip Morris
PM
$290B
$81.1M 0.21%
884,759
+49,167
+6% +$4.53M
RSG icon
90
Republic Services
RSG
$65.6B
$80.6M 0.21%
420,861
-69,507
-14% -$12.3M
SPGI icon
91
S&P Global
SPGI
$121B
$79.7M 0.21%
187,372
+1,868
+1% +$810K
RTX icon
92
RTX Corp
RTX
$300B
$78M 0.21%
800,136
-12,457
-2% -$1.12M
IEMG icon
93
iShares Core MSCI Emerging Markets ETF
IEMG
$158B
$76M 0.2%
1,472,900
+2,000
+0.1% +$100K
PGR icon
94
Progressive
PGR
$121B
$74.9M 0.2%
362,100
+1,143
+0.3% +$212K
PXD
95
DELISTED
Pioneer Natural Resource Co.
PXD
$74.1M 0.2%
282,411
+18,118
+7% +$4.25M
HON icon
96
Honeywell
HON
$74.6B
$74M 0.2%
382,695
+7,382
+2% +$1.39M
EA
97
DELISTED
Electronic Arts
EA
$74M 0.2%
557,523
-42,010
-7% -$5.77M
NEE icon
98
NextEra Energy
NEE
$179B
$73.8M 0.19%
1,154,858
+20,757
+2% +$1.22M
ETN icon
99
Eaton
ETN
$179B
$72.7M 0.19%
232,462
+6,485
+3% +$1.77M
PLD icon
100
Prologis
PLD
$134B
$71.9M 0.19%
552,014
+25,084
+5% +$3.28M
2 3
4
5 6

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 Q1 2024 Portfolio in Review

As of Q1 2024, State of Wisconsin Investment Board held 2,502 positions worth $37.9B, up 7% from $35.4B the previous quarter. Its ten largest holdings account for 23% of the portfolio.

State of Wisconsin Investment Board's Q1 2024 filing shows 146 new, 878 increased, 1,150 reduced and 286 closed positions. Its largest new stake was iShares Bitcoin Trust: 2,450,400 shares worth $99.2M. The largest sale was iShares iBoxx $ High Yield Corporate Bond ETF, an estimated $257M.

By sector, the portfolio is most concentrated in Technology at 26% of assets, up from 25% a quarter earlier, followed by Healthcare and Financials.

  • State of Wisconsin Investment Board's largest Q1 2024 buy was iShares Bitcoin Trust: 2,450,400 shares worth $99.2M.
  • State of Wisconsin Investment Board added most to Nike in Q1 2024, an estimated $68.6M increase.
  • State of Wisconsin Investment Board's biggest Q1 2024 reduction was American Express, cutting an estimated $64.3M.
  • State of Wisconsin Investment Board fully exited iShares iBoxx $ High Yield Corporate Bond ETF in Q1 2024, selling an estimated $257M.
  • State of Wisconsin Investment Board's ten largest holdings make up 23% of its $37.9B portfolio in Q1 2024.
  • State of Wisconsin Investment Board opened 146 new positions and closed 286 in Q1 2024.
  • State of Wisconsin Investment Board's portfolio value rose 7% quarter-over-quarter to $37.9B.

Based on State of Wisconsin Investment Board's 13F filing for Q1 2024, filed 14 May 2024.