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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
+10.15%
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
$39.9B
AUM Growth
+$3.72B
Cap. Flow
+$509M
Cap. Flow %
1.27%
Top 10 Hldgs %
16.29%
Holding
1,663
New
124
Increased
511
Reduced
452
Closed
47

Top Buys

Rank Stock Value
1
SPY icon
State Street SPDR S&P 500 ETF Trust
SPY
+$71.1M
2
MMM icon
3M
MMM
+$52.7M
3
CHTR icon
Charter Communications
CHTR
+$51.4M
4
IFF icon
International Flavors & Fragrances
IFF
+$42M
5
TFC icon
Truist Financial
TFC
+$33.1M

Top Sells

Rank Stock Value
1
INTC icon
Intel
INTC
+$75.9M
2
AAPL icon
Apple
AAPL
+$62.8M
3
CELG
Celgene Corp
CELG
+$62.4M
4
MRK icon
Merck
MRK
+$56.8M
5
MSFT icon
Microsoft
MSFT
+$44.4M

Sector Composition

Rank Sector Weight
1 Technology 18.5%
2 Financials 16.85%
3 Healthcare 13.06%
4 Industrials 9.99%
5 Consumer Discretionary 9.69%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
SJM icon
226
J.M. Smucker
SJM
$12.7B
$37.9M 0.09%
363,531
+84,080
+30% +$8.9M
GRMN
227
Garmin
GRMN
$59.8B
$37.8M 0.09%
387,949
+15,699
+4% +$1.46M
GM icon
228
General Motors
GM
$76.1B
$37.8M 0.09%
1,031,652
-62,177
-6% -$2.26M
SRE icon
229
Sempra
SRE
$56.2B
$37.7M 0.09%
498,010
-18,962
-4% -$1.39M
SCHW
230
Charles Schwab
SCHW
$189B
$37.6M 0.09%
789,628
+81,159
+11% +$3.58M
YUM icon
231
Yum! Brands
YUM
$41B
$37.4M 0.09%
371,599
-144,628
-28% -$15M
BAX icon
232
Baxter International
BAX
$13.9B
$37.4M 0.09%
447,144
-15,260
-3% -$1.26M
ECL icon
233
Ecolab
ECL
$78.1B
$37.3M 0.09%
193,415
+21,653
+13% +$4.11M
EBAY icon
234
eBay
EBAY
$45.5B
$37M 0.09%
1,023,546
-49,949
-5% -$1.81M
PCAR icon
235
PACCAR
PCAR
$69B
$36.8M 0.09%
697,506
+65,232
+10% +$3.35M
RCI icon
236
Rogers Communications
RCI
$19.4B
$36.8M 0.09%
739,267
-6,204
-0.8% -$299K
IEMG icon
237
iShares Core MSCI Emerging Markets ETF
IEMG
$158B
$36.6M 0.09%
681,000
-272,000
-29% -$14M
SPG icon
238
Simon Property Group
SPG
$71.4B
$36.1M 0.09%
242,464
-36,374
-13% -$5.45M
ADSK icon
239
Autodesk
ADSK
$52.7B
$36M 0.09%
196,048
-7,918
-4% -$1.28M
B
240
Barrick Mining
B
$67.9B
$35.9M 0.09%
1,931,517
-101,728
-5% -$1.75M
OXY icon
241
Occidental Petroleum
OXY
$58.5B
$35.7M 0.09%
867,405
+74,686
+9% +$2.99M
PRU icon
242
Prudential Financial
PRU
$42.3B
$35.7M 0.09%
381,028
-35,902
-9% -$3.3M
ZBH icon
243
Zimmer Biomet
ZBH
$18.7B
$35.7M 0.09%
245,386
+89
+0% +$12.3K
ETN icon
244
Eaton
ETN
$179B
$35.4M 0.09%
373,554
-31,890
-8% -$2.83M
CTAS icon
245
Cintas
CTAS
$81.4B
$35.2M 0.09%
523,520
+31,580
+6% +$2.08M
KLAC icon
246
KLA
KLAC
$272B
$35.2M 0.09%
1,973,930
-386,110
-16% -$6.48M
WM icon
247
Waste Management
WM
$90.5B
$35.1M 0.09%
308,402
+10,495
+4% +$1.19M
SWKS icon
248
Skyworks Solutions
SWKS
$10.5B
$34.4M 0.09%
284,346
-170,458
-37% -$16.7M
PANW icon
249
Palo Alto Networks
PANW
$315B
$34.3M 0.09%
888,798
-94,044
-10% -$3.56M
CHRW icon
250
C.H. Robinson
CHRW
$17.1B
$34M 0.09%
434,730
-16,744
-4% -$1.33M
8 9
10
11 12

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State of Wisconsin Investment Board's Q4 2019 Portfolio in Review

As of Q4 2019, State of Wisconsin Investment Board held 1,663 positions worth $39.9B, up 10% from $36.2B the previous quarter. Its ten largest holdings account for 16% of the portfolio.

State of Wisconsin Investment Board's Q4 2019 filing shows 124 new, 511 increased, 452 reduced and 47 closed positions. Its largest new stake was CDW: 135,554 shares worth $19.4M. The largest sale was Intel, an estimated $75.9M.

By sector, the portfolio is most concentrated in Technology at 19% of assets, up from 18% a quarter earlier, followed by Financials and Healthcare.

  • State of Wisconsin Investment Board's largest Q4 2019 buy was CDW: 135,554 shares worth $19.4M.
  • State of Wisconsin Investment Board added most to State Street SPDR S&P 500 ETF Trust in Q4 2019, an estimated $71.1M increase.
  • State of Wisconsin Investment Board's biggest Q4 2019 reduction was Intel, cutting an estimated $75.9M.
  • State of Wisconsin Investment Board fully exited Celgene Corp in Q4 2019, selling an estimated $62.4M.
  • State of Wisconsin Investment Board's ten largest holdings make up 16% of its $39.9B portfolio in Q4 2019.
  • State of Wisconsin Investment Board opened 124 new positions and closed 47 in Q4 2019.
  • State of Wisconsin Investment Board's portfolio value rose 10% quarter-over-quarter to $39.9B.

Based on State of Wisconsin Investment Board's 13F filing for Q4 2019, filed 14 Feb 2020.