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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
WELL icon
151
Welltower
WELL
$169B
$47.8M 0.12%
373,108
+22,692
+6% +$2.65M
CTAS icon
152
Cintas
CTAS
$81.4B
$47.7M 0.12%
231,912
+26,704
+13% +$5.15M
SNPS icon
153
Synopsys
SNPS
$79.5B
$47.2M 0.12%
93,193
+3,740
+4% +$2.01M
HCA icon
154
HCA Healthcare
HCA
$88.5B
$47.1M 0.12%
115,816
+5,242
+5% +$1.92M
CME icon
155
CME Group
CME
$95.1B
$46.9M 0.12%
212,464
+11,695
+6% +$2.42M
MMM icon
156
3M
MMM
$94B
$46.7M 0.12%
341,830
+14,878
+5% +$1.82M
PNC icon
157
PNC Financial Services
PNC
$103B
$46.4M 0.12%
250,890
+14,003
+6% +$2.46M
CEG icon
158
Constellation Energy
CEG
$99.3B
$46.3M 0.12%
177,988
-10,569
-6% -$2.1M
PYPL icon
159
PayPal
PYPL
$51.1B
$46.2M 0.12%
592,357
-19,400
-3% -$1.3M
MSI icon
160
Motorola Solutions
MSI
$77.2B
$46.1M 0.12%
102,586
+10,414
+11% +$4.34M
CDNS icon
161
Cadence Design Systems
CDNS
$89.5B
$45.7M 0.11%
168,493
-2,574
-2% -$712K
ARKK icon
162
ARK Innovation ETF
ARKK
$6.52B
$45.2M 0.11%
951,422
+759,054
+395% +$34.1M
GEV icon
163
GE Vernova
GEV
$279B
$44.7M 0.11%
175,255
-5,319
-3% -$1.02M
NOC icon
164
Northrop Grumman
NOC
$82B
$43.8M 0.11%
82,903
-2,949
-3% -$1.44M
EMXC icon
165
iShares MSCI Emerging Markets ex China ETF
EMXC
$24.8B
$43.6M 0.11%
713,242
– –
TGT icon
166
Target
TGT
$70.7B
$43.5M 0.11%
278,848
+15,002
+6% +$2.23M
EOG icon
167
EOG Resources
EOG
$74.4B
$43M 0.11%
349,969
+18,247
+6% +$2.29M
MCK icon
168
McKesson
MCK
$101B
$43M 0.11%
86,964
+4,508
+5% +$2.51M
ORLY icon
169
O'Reilly Automotive
ORLY
$75.4B
$42.6M 0.11%
555,450
+27,975
+5% +$2.06M
GD icon
170
General Dynamics
GD
$106B
$42.5M 0.11%
140,688
+14,391
+11% +$4.23M
CR icon
171
Crane Co
CR
$12.7B
$41.8M 0.11%
263,839
-9,419
-3% -$1.42M
CARR icon
172
Carrier Global
CARR
$52B
$41.7M 0.1%
517,586
+55,632
+12% +$3.87M
FCX icon
173
Freeport-McMoran
FCX
$95.5B
$41.6M 0.1%
833,899
+47,686
+6% +$2.15M
USB icon
174
US Bancorp
USB
$102B
$40.9M 0.1%
894,338
+51,731
+6% +$2.27M
BNY
175
Bank of New York Mellon
BNY
$111B
$40.9M 0.1%
569,077
-5,717
-1% -$376K
5 6
7
8 9

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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.