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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
WMS icon
576
Advanced Drainage Systems
WMS
$11.3B
$11.1M 0.03%
64,218
-8,759
-12% -$1.32M
GVA icon
577
Granite Construction
GVA
$5.41B
$11M 0.03%
193,158
-23,417
-11% -$1.17M
AYI icon
578
Acuity Brands
AYI
$10.8B
$11M 0.03%
40,977
-5,120
-11% -$1.24M
ALLY icon
579
Ally Financial
ALLY
$13.6B
$11M 0.03%
271,194
-8,006
-3% -$292K
WTS icon
580
Watts Water Technologies
WTS
$12.8B
$10.9M 0.03%
51,371
-6,310
-11% -$1.28M
LPLA icon
581
LPL Financial
LPLA
$29.5B
$10.9M 0.03%
41,205
+2,145
+5% +$541K
NTRS icon
582
Northern Trust
NTRS
$34.8B
$10.9M 0.03%
122,341
+1,090
+0.9% +$89.4K
TRNO icon
583
Terreno Realty
TRNO
$7.5B
$10.8M 0.03%
163,366
-38,266
-19% -$2.4M
PINS icon
584
Pinterest
PINS
$13.2B
$10.8M 0.03%
312,527
-12,051
-4% -$438K
MAS icon
585
Masco
MAS
$14.7B
$10.8M 0.03%
136,629
+10,942
+9% +$788K
EMBJ
586
Embraer S.A. ADS
EMBJ
$13.2B
$10.8M 0.03%
404,250
-199,717
-33% -$3.96M
ATKR icon
587
Atkore
ATKR
$3.17B
$10.8M 0.03%
56,496
-1,226
-2% -$196K
CMC icon
588
Commercial Metals
CMC
$7.98B
$10.8M 0.03%
182,987
-3,618
-2% -$192K
L icon
589
Loews
L
$23B
$10.7M 0.03%
137,063
-1,010
-0.7% -$74.7K
MKL icon
590
Markel Group
MKL
$22.8B
$10.7M 0.03%
7,044
+541
+8% +$793K
COO icon
591
Cooper Companies
COO
$14.9B
$10.7M 0.03%
105,591
-905
-0.8% -$87.6K
LBRDK icon
592
Liberty Broadband Class C
LBRDK
$5.29B
$10.7M 0.03%
186,569
-34,529
-16% -$2.28M
AR icon
593
Antero Resources
AR
$11.3B
$10.6M 0.03%
367,180
-45,692
-11% -$1.1M
STX icon
594
Seagate
STX
$209B
$10.6M 0.03%
114,370
+12,463
+12% +$1.1M
JBHT icon
595
JB Hunt Transport Services
JBHT
$26.5B
$10.6M 0.03%
53,096
+9,403
+22% +$1.9M
MKC icon
596
McCormick & Company Non-Voting
MKC
$14.6B
$10.6M 0.03%
137,378
+7,545
+6% +$513K
ONTO icon
597
Onto Innovation
ONTO
$20.6B
$10.5M 0.03%
58,125
-8,255
-12% -$1.39M
BANC icon
598
Banc of California
BANC
$3.11B
$10.5M 0.03%
690,054
-48,809
-7% -$679K
PII icon
599
Polaris
PII
$3.91B
$10.5M 0.03%
104,727
-12,901
-11% -$1.18M
CELH icon
600
Celsius Holdings
CELH
$7.28B
$10.4M 0.03%
126,018
+3,235
+3% +$222K
22 23
24
25 26

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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.