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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
IRM icon
476
Iron Mountain
IRM
$37.7B
$13.5M 0.04%
168,833
-21,003
-11% -$1.52M
CLH icon
477
Clean Harbors
CLH
$16.9B
$13.5M 0.04%
67,000
-8,746
-12% -$1.57M
ESI icon
478
Element Solutions
ESI
$9.51B
$13.4M 0.04%
536,154
-65,609
-11% -$1.53M
IFF icon
479
International Flavors & Fragrances
IFF
$21.4B
$13.4M 0.04%
155,727
-5,536
-3% -$445K
MRO
480
DELISTED
Marathon Oil Corporation
MRO
$13.4M 0.04%
471,872
-233,143
-33% -$5.62M
MTB icon
481
M&T Bank
MTB
$36.6B
$13.4M 0.04%
91,823
-976
-1% -$135K
TFI icon
482
State Street SPDR Nuveen ICE Municipal Bond ETF
TFI
$3.18B
$13.3M 0.04%
285,800
– –
JKHY icon
483
Jack Henry & Associates
JKHY
$11.1B
$13.3M 0.04%
76,455
-3,039
-4% -$517K
STE icon
484
Steris
STE
$23B
$13.2M 0.03%
58,829
+7,695
+15% +$1.74M
EXPE icon
485
Expedia Group
EXPE
$39.4B
$13.2M 0.03%
95,987
+5,424
+6% +$771K
AWK icon
486
American Water Works
AWK
$27.1B
$13.2M 0.03%
107,689
+3,192
+3% +$393K
ARE icon
487
Alexandria Real Estate Equities
ARE
$8.35B
$13.1M 0.03%
101,918
-106
-0.1% -$13.1K
AMED
488
DELISTED
Amedisys
AMED
$13.1M 0.03%
142,494
-16,746
-11% -$1.57M
SBAC icon
489
SBA Communications
SBAC
$19.8B
$13.1M 0.03%
60,504
+1,368
+2% +$304K
OLN icon
490
Olin
OLN
$2.18B
$13M 0.03%
221,499
-26,969
-11% -$1.45M
CHRD icon
491
Chord Energy
CHRD
$7.37B
$12.9M 0.03%
72,608
-6,063
-8% -$975K
BC icon
492
Brunswick
BC
$5.29B
$12.9M 0.03%
134,036
-16,533
-11% -$1.45M
APTV icon
493
Aptiv
APTV
$10.2B
$12.9M 0.03%
162,312
+3,984
+3% +$321K
RGA icon
494
Reinsurance Group of America
RGA
$16.4B
$12.9M 0.03%
66,976
-9,642
-13% -$1.68M
FE icon
495
FirstEnergy
FE
$27.1B
$12.9M 0.03%
334,238
-8,038
-2% -$301K
KNSL icon
496
Kinsale Capital Group
KNSL
$8.59B
$12.9M 0.03%
24,542
-3,982
-14% -$1.8M
RHP icon
497
Ryman Hospitality Properties
RHP
$7.89B
$12.9M 0.03%
111,186
-12,490
-10% -$1.43M
SWK icon
498
Stanley Black & Decker
SWK
$15.5B
$12.9M 0.03%
131,253
-19,974
-13% -$1.84M
JLL icon
499
Jones Lang LaSalle
JLL
$17B
$12.8M 0.03%
65,404
-8,114
-11% -$1.48M
VST icon
500
Vistra
VST
$49.2B
$12.8M 0.03%
183,150
-130,184
-42% -$6.44M
18 19
20
21 22

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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.