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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
+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
DECK icon
126
Deckers Outdoor
DECK
$12.5B
$56.6M 0.15%
360,852
+48,288
+15% +$6.69M
REGN icon
127
Regeneron Pharmaceuticals
REGN
$83.1B
$55.2M 0.15%
57,383
+1,700
+3% +$1.62M
SPY icon
128
State Street SPDR S&P 500 ETF Trust
SPY
$813B
$55.2M 0.15%
105,511
-3,189
-3% -$1.59M
CSX icon
129
CSX Corp
CSX
$93.4B
$54M 0.14%
1,456,096
-975,997
-40% -$35.6M
GILD icon
130
Gilead Sciences
GILD
$170B
$53.8M 0.14%
733,845
+62,362
+9% +$4.8M
SNPS icon
131
Synopsys
SNPS
$79.1B
$53.5M 0.14%
93,545
+10,497
+13% +$5.78M
BX icon
132
Blackstone
BX
$110B
$52.9M 0.14%
402,626
+5,596
+1% +$699K
ITW icon
133
Illinois Tool Works
ITW
$82.3B
$52.8M 0.14%
196,793
+24,425
+14% +$6.34M
FISV
134
Fiserv Inc
FISV
$28B
$52.8M 0.14%
330,404
-23,492
-7% -$3.42M
KLAC icon
135
KLA
KLAC
$280B
$51.5M 0.14%
737,300
+15,230
+2% +$978K
XRT icon
136
State Street SPDR S&P Retail ETF
XRT
$640M
$51.2M 0.14%
647,700
-222,000
-26% -$16.2M
IQV icon
137
IQVIA
IQV
$39.6B
$50.2M 0.13%
198,343
-5,799
-3% -$1.35M
WM icon
138
Waste Management
WM
$89.9B
$50.1M 0.13%
234,991
+17,246
+8% +$3.39M
AMT icon
139
American Tower
AMT
$80.7B
$49.8M 0.13%
252,014
+6,644
+3% +$1.32M
ANET icon
140
Arista Networks
ANET
$263B
$49.7M 0.13%
685,480
+79,444
+13% +$5.36M
PANW icon
141
Palo Alto Networks
PANW
$318B
$49.5M 0.13%
348,700
+9,662
+3% +$1.52M
ZTS icon
142
Zoetis
ZTS
$30.6B
$49.1M 0.13%
289,990
+43,165
+17% +$8.09M
TT icon
143
Trane Technologies
TT
$106B
$48.4M 0.13%
161,330
-520
-0.3% -$141K
PH icon
144
Parker-Hannifin
PH
$133B
$48.2M 0.13%
86,730
+8,901
+11% +$4.52M
PSX icon
145
Phillips 66
PSX
$91.2B
$47.9M 0.13%
293,246
+15,569
+6% +$2.24M
TGT icon
146
Target
TGT
$70.3B
$47M 0.12%
264,993
+8,435
+3% +$1.28M
MO icon
147
Altria Group
MO
$110B
$46.8M 0.12%
1,072,962
+5,418
+0.5% +$225K
IWB icon
148
iShares Russell 1000 ETF
IWB
$50.4B
$46.2M 0.12%
160,500
-205,700
-56% -$56.4M
CME icon
149
CME Group
CME
$95.1B
$45.8M 0.12%
212,757
-21,734
-9% -$4.57M
MNST icon
150
Monster Beverage
MNST
$91.3B
$44.9M 0.12%
1,513,402
+165,772
+12% +$4.76M
4 5
6
7 8

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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.