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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
+3.31%
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
$31B
AUM Growth
+$5.1B
Cap. Flow
+$4.42B
Cap. Flow %
14.26%
Top 10 Hldgs %
15.35%
Holding
1,525
New
241
Increased
776
Reduced
376
Closed
66

Top Buys

Rank Stock Value
1
AAPL icon
Apple
AAPL
+$132M
2
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$114M
3
AMZN icon
Amazon
AMZN
+$89.2M
4
MSFT icon
Microsoft
MSFT
+$88.1M
5
META icon
Meta Platforms (Facebook)
META
+$85M

Top Sells

Rank Stock Value
1
XBI icon
State Street SPDR S&P Biotech ETF
XBI
+$105M
2
IWM icon
iShares Russell 2000 ETF
IWM
+$64.5M
3
YHOO
Yahoo Inc
YHOO
+$41.6M
4
CUK
Carnival PLC
CUK
+$36.5M
5
RDS.A
Royal Dutch Shell PLC ADS Class A
RDS.A
+$31.3M

Sector Composition

Rank Sector Weight
1 Financials 17.48%
2 Technology 15.7%
3 Healthcare 13.87%
4 Industrials 10.19%
5 Consumer Discretionary 9.46%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
UNM icon
576
Unum
UNM
$14.5B
$9.6M 0.03%
205,943
+47,150
+30% +$2.17M
NBIS
577
Nebius Group N.V.
NBIS
$65.8B
$9.6M 0.03%
365,843
– –
FUL icon
578
H.B. Fuller
FUL
$3.24B
$9.59M 0.03%
187,652
-15,700
-8% -$810K
RMD icon
579
ResMed
RMD
$32.8B
$9.49M 0.03%
121,929
+29,310
+32% +$2.1M
UHS icon
580
Universal Health Services
UHS
$10.2B
$9.48M 0.03%
77,685
+18,620
+32% +$2.22M
AAL icon
581
American Airlines Group
AAL
$9.88B
$9.47M 0.03%
188,121
+15,880
+9% +$738K
WSO icon
582
Watsco Inc
WSO
$12.8B
$9.46M 0.03%
61,379
-3,850
-6% -$550K
ALB icon
583
Albemarle
ALB
$15.1B
$9.45M 0.03%
89,509
+25,080
+39% +$2.73M
NJR icon
584
New Jersey Resources
NJR
$5.62B
$9.43M 0.03%
237,400
-18,800
-7% -$771K
NDAQ icon
585
Nasdaq
NDAQ
$53.5B
$9.42M 0.03%
395,358
+65,850
+20% +$1.51M
MAN icon
586
ManpowerGroup
MAN
$2.61B
$9.39M 0.03%
84,096
+15,770
+23% +$1.63M
IFF icon
587
International Flavors & Fragrances
IFF
$21.4B
$9.35M 0.03%
69,279
+28,010
+68% +$3.8M
LUMN icon
588
Lumen
LUMN
$6.49B
$9.35M 0.03%
391,406
-46,584
-11% -$1.17M
QRVO icon
589
Qorvo
QRVO
$8.67B
$9.31M 0.03%
147,063
-57,943
-28% -$4.14M
DBRG icon
590
DigitalBridge
DBRG
$2.95B
$9.3M 0.03%
164,978
+34,272
+26% +$1.86M
WTS icon
591
Watts Water Technologies
WTS
$12.9B
$9.3M 0.03%
147,084
-12,300
-8% -$767K
TX icon
592
Ternium
TX
$10.8B
$9.29M 0.03%
330,906
+23,769
+8% +$607K
TTEK icon
593
Tetra Tech
TTEK
$9.09B
$9.28M 0.03%
1,014,500
-85,500
-8% -$761K
BG icon
594
Bunge Global
BG
$21.5B
$9.25M 0.03%
+123,956
New +$9.43M
RAVN
595
DELISTED
Raven Industries Inc
RAVN
$9.22M 0.03%
277,000
-23,300
-8% -$751K
VEEV icon
596
Veeva Systems
VEEV
$39.2B
$9.22M 0.03%
150,376
+131,150
+682% +$7.57M
MD icon
597
Pediatrix Medical
MD
$2.15B
$9.2M 0.03%
152,331
-49,740
-25% -$2.95M
CNP icon
598
CenterPoint Energy
CNP
$26.7B
$9.16M 0.03%
334,391
+89,900
+37% +$2.52M
ETFC
599
DELISTED
E*Trade Financial Corporation
ETFC
$9.12M 0.03%
239,889
+56,090
+31% +$1.98M
ALR
600
DELISTED
Alere Inc
ALR
$9.09M 0.03%
181,141
+99,320
+121% +$4.78M
22 23
24
25 26

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State of Wisconsin Investment Board's Q2 2017 Portfolio in Review

As of Q2 2017, State of Wisconsin Investment Board held 1,525 positions worth $31B, up 20% from $25.9B the previous quarter. Its ten largest holdings account for 15% of the portfolio.

State of Wisconsin Investment Board deployed $4.42B of net new capital in Q2 2017, opening 241 new positions and adding to 776 existing holdings. Its largest new stake was Altaba Inc: 1,221,540 shares worth $66.5M.

By sector, the portfolio is most concentrated in Financials at 17% of assets, up from 17% a quarter earlier, followed by Technology and Healthcare.

On the sell side, the largest reduction was iShares Russell 2000 ETF, an estimated $64.5M trimmed.

  • State of Wisconsin Investment Board's largest Q2 2017 buy was Altaba Inc: 1,221,540 shares worth $66.5M.
  • State of Wisconsin Investment Board added most to Apple in Q2 2017, an estimated $132M increase.
  • State of Wisconsin Investment Board's biggest Q2 2017 reduction was iShares Russell 2000 ETF, cutting an estimated $64.5M.
  • State of Wisconsin Investment Board fully exited State Street SPDR S&P Biotech ETF in Q2 2017, selling an estimated $105M.
  • State of Wisconsin Investment Board's ten largest holdings make up 15% of its $31B portfolio in Q2 2017.
  • State of Wisconsin Investment Board opened 241 new positions and closed 66 in Q2 2017.
  • State of Wisconsin Investment Board's portfolio value rose 20% quarter-over-quarter to $31B.

Based on State of Wisconsin Investment Board's 13F filing for Q2 2017, filed 3 Aug 2017.