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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
HES
151
DELISTED
Hess
HES
$44.8M 0.12%
293,285
+30,562
+12% +$4.44M
MPC icon
152
Marathon Petroleum
MPC
$99.3B
$44.7M 0.12%
221,867
-52,320
-19% -$8.95M
ICE icon
153
Intercontinental Exchange
ICE
$85.8B
$44.6M 0.12%
324,782
+26,033
+9% +$3.46M
MCK icon
154
McKesson
MCK
$100B
$44M 0.12%
81,937
+9,514
+13% +$4.83M
CL icon
155
Colgate-Palmolive
CL
$73.8B
$43M 0.11%
477,855
+50,426
+12% +$4.27M
CMG icon
156
Chipotle Mexican Grill
CMG
$41.3B
$42.6M 0.11%
732,800
+20,950
+3% +$1.07M
ORLY icon
157
O'Reilly Automotive
ORLY
$74.8B
$42.6M 0.11%
565,530
+13,815
+3% +$966K
EOG icon
158
EOG Resources
EOG
$74.3B
$42.4M 0.11%
332,045
+13,116
+4% +$1.53M
SO icon
159
Southern Company
SO
$107B
$42.4M 0.11%
591,026
+16,859
+3% +$1.16M
PBR icon
160
Petrobras
PBR
$115B
$42.4M 0.11%
+2,784,824
New +$45.3M
EQIX icon
161
Equinix
EQIX
$106B
$41.3M 0.11%
50,040
-910
-2% -$765K
ABNB icon
162
Airbnb
ABNB
$110B
$41.3M 0.11%
250,133
-2,498
-1% -$378K
DUK icon
163
Duke Energy
DUK
$96.9B
$41M 0.11%
423,745
+10,984
+3% +$1.04M
TDG icon
164
TransDigm Group
TDG
$68.6B
$40.7M 0.11%
33,008
+907
+3% +$1.02M
DOV icon
165
Dover
DOV
$27.9B
$40.3M 0.11%
227,247
-56,249
-20% -$9.06M
STZ icon
166
Constellation Brands
STZ
$23.2B
$40.1M 0.11%
147,456
+10,043
+7% +$2.54M
BDX icon
167
Becton Dickinson
BDX
$49.7B
$39.9M 0.11%
161,420
+622
+0.4% +$149K
CRWD icon
168
CrowdStrike
CRWD
$229B
$39.7M 0.1%
495,932
+29,260
+6% +$2.24M
ROP icon
169
Roper Technologies
ROP
$38.5B
$39.4M 0.1%
70,232
-116
-0.2% -$63.3K
PYPL icon
170
PayPal
PYPL
$51.3B
$39.3M 0.1%
586,812
-757,131
-56% -$46.5M
MELI icon
171
Mercado Libre
MELI
$93.3B
$39.2M 0.1%
25,953
+748
+3% +$1.22M
PCAR icon
172
PACCAR
PCAR
$68.7B
$39.2M 0.1%
316,361
+2,742
+0.9% +$295K
NXPI icon
173
NXP Semiconductors
NXPI
$59.1B
$38.6M 0.1%
155,678
+1,251
+0.8% +$289K
FDX icon
174
FedEx
FDX
$79.1B
$38.4M 0.1%
132,547
+3,518
+3% +$880K
PNC icon
175
PNC Financial Services
PNC
$102B
$38.1M 0.1%
235,792
+18,415
+8% +$2.78M
5 6
7
8 9

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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.