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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
GWW icon
276
W.W. Grainger
GWW
$61.6B
$26.1M 0.07%
25,127
+1,393
+6% +$1.35M
GIS icon
277
General Mills
GIS
$20.7B
$26M 0.07%
352,173
+2,782
+0.8% +$193K
A icon
278
Agilent Technologies
A
$42.1B
$26M 0.07%
175,076
-11,790
-6% -$1.61M
PWR icon
279
Quanta Services
PWR
$102B
$25.8M 0.06%
86,516
-3,894
-4% -$1.03M
CNC icon
280
Centene
CNC
$32.9B
$25.8M 0.06%
342,511
-25,795
-7% -$1.89M
MCHP icon
281
Microchip Technology
MCHP
$43.3B
$25.7M 0.06%
320,593
-27,479
-8% -$2.27M
VCSH icon
282
Vanguard Short-Term Corporate Bond ETF
VCSH
$45.1B
$25.7M 0.06%
324,000
– –
EW icon
283
Edwards Lifesciences
EW
$53.9B
$25.6M 0.06%
387,841
+50,648
+15% +$3.68M
DOW icon
284
Dow Inc
DOW
$22B
$25.2M 0.06%
461,837
+21,436
+5% +$1.13M
KR icon
285
Kroger
KR
$34.9B
$25.2M 0.06%
439,131
+29,549
+7% +$1.59M
HIG icon
286
Hartford Financial Services
HIG
$37.6B
$24.9M 0.06%
211,320
+7,829
+4% +$858K
RMD icon
287
ResMed
RMD
$32.8B
$24.8M 0.06%
101,634
+2,951
+3% +$659K
GEHC icon
288
GE HealthCare
GEHC
$33.1B
$24.6M 0.06%
262,501
+33,238
+14% +$2.79M
STZ icon
289
Constellation Brands
STZ
$23.2B
$24.4M 0.06%
94,770
-52,094
-35% -$12.9M
CBRE icon
290
CBRE Group
CBRE
$43.3B
$24.4M 0.06%
195,674
-650,334
-77% -$70.9M
VRT icon
291
Vertiv
VRT
$112B
$24.3M 0.06%
244,662
-1,782
-0.7% -$148K
IR icon
292
Ingersoll Rand
IR
$32.4B
$24.3M 0.06%
247,890
-11,127
-4% -$1.03M
NVDA icon
293
PUT
NVIDIA
NVDA
$5.45T
$24.3M 0.06%
200,000
-30,000
-13% -$3.54M
HPQ icon
294
HP
HPQ
$27.9B
$24.3M 0.06%
677,022
-54,529
-7% -$1.92M
KHC icon
295
Kraft Heinz
KHC
$29.7B
$24.2M 0.06%
690,158
+59,363
+9% +$2.04M
GLW icon
296
Corning
GLW
$143B
$24.2M 0.06%
536,573
-35,920
-6% -$1.51M
EXC icon
297
Exelon
EXC
$46.8B
$24.2M 0.06%
596,377
-32,568
-5% -$1.22M
ODFL icon
298
Old Dominion Freight Line
ODFL
$44.9B
$24.1M 0.06%
121,484
+6,962
+6% +$1.35M
EQT icon
299
EQT Corp
EQT
$33.6B
$24.1M 0.06%
657,217
+285,725
+77% +$9.72M
XEL icon
300
Xcel Energy
XEL
$49.4B
$24M 0.06%
367,521
+51,068
+16% +$3.03M
10 11
12
13 14

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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.