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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
+6.37%
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
$25.9B
AUM Growth
+$2.67B
Cap. Flow
+$1.48B
Cap. Flow %
5.71%
Top 10 Hldgs %
14.72%
Holding
1,358
New
73
Increased
598
Reduced
505
Closed
74

Top Buys

Rank Stock Value
1
AAPL icon
Apple
AAPL
+$98.7M
2
META icon
Meta Platforms (Facebook)
META
+$63.2M
3
WFC icon
Wells Fargo
WFC
+$44.9M
4
AMZN icon
Amazon
AMZN
+$44.7M
5
ENB icon
Enbridge
ENB
+$37.8M

Top Sells

Rank Stock Value
1
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$502M
2
HAR
Harman International Industries
HAR
+$39.2M
3
RY icon
Royal Bank of Canada
RY
+$35.5M
4
YDKN
Yadkin Financial Corporation
YDKN
+$35.2M
5
STJ
St Jude Medical
STJ
+$27.3M

Sector Composition

Rank Sector Weight
1 Financials 17.37%
2 Technology 15.6%
3 Healthcare 13.02%
4 Industrials 9.99%
5 Consumer Discretionary 9.55%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
NLY icon
626
Annaly Capital Management
NLY
$17.6B
$7.58M 0.03%
170,464
+31,559
+23% +$1.34M
URBN icon
627
Urban Outfitters
URBN
$6.65B
$7.57M 0.03%
318,523
+69,093
+28% +$1.79M
HWM icon
628
Howmet Aerospace
HWM
$111B
$7.56M 0.03%
374,432
+61,806
+20% +$1.21M
NTRS icon
629
Northern Trust
NTRS
$35.1B
$7.55M 0.03%
87,237
+47,244
+118% +$4.11M
BLKB icon
630
Blackbaud
BLKB
$2.04B
$7.54M 0.03%
98,360
+50,000
+103% +$3.55M
BBWI icon
631
Bath & Body Works
BBWI
$3.69B
$7.54M 0.03%
197,937
+33,926
+21% +$1.53M
OIS icon
632
Oil States International
OIS
$529M
$7.51M 0.03%
226,710
– –
CPB icon
633
Campbell Soup
CPB
$6.93B
$7.48M 0.03%
130,732
+28,616
+28% +$1.73M
AEE icon
634
Ameren
AEE
$30.2B
$7.48M 0.03%
137,047
+7,286
+6% +$390K
PFG icon
635
Principal Financial Group
PFG
$24.5B
$7.47M 0.03%
118,398
+66,551
+128% +$4.06M
ACHC icon
636
Acadia Healthcare
ACHC
$2.94B
$7.45M 0.03%
170,903
-103,238
-38% -$4.19M
KMX icon
637
CarMax
KMX
$8.48B
$7.45M 0.03%
125,799
+19,973
+19% +$1.3M
UNM icon
638
Unum
UNM
$14.9B
$7.45M 0.03%
158,793
+28,526
+22% +$1.34M
CHRW icon
639
C.H. Robinson
CHRW
$17.4B
$7.44M 0.03%
96,317
-4,304
-4% -$331K
OA
640
DELISTED
Orbital ATK, Inc.
OA
$7.42M 0.03%
75,723
-25,933
-26% -$2.4M
WFT
641
DELISTED
Weatherford International plc
WFT
$7.4M 0.03%
1,113,414
+378,963
+52% +$2.22M
CY
642
DELISTED
Cypress Semiconductor
CY
$7.4M 0.03%
537,520
-107,684
-17% -$1.38M
UAL icon
643
United Airlines
UAL
$41.3B
$7.37M 0.03%
104,277
-179,937
-63% -$13M
CTAS icon
644
Cintas
CTAS
$81.4B
$7.35M 0.03%
232,388
+38,072
+20% +$1.13M
UHS icon
645
Universal Health Services
UHS
$10.1B
$7.35M 0.03%
59,065
+12,212
+26% +$1.44M
EGHT icon
646
8x8 Inc
EGHT
$300M
$7.34M 0.03%
481,312
– –
ZWS icon
647
Zurn Elkay Water Solutions
ZWS
$8.47B
$7.31M 0.03%
657,768
– –
AAL icon
648
American Airlines Group
AAL
$10B
$7.29M 0.03%
172,241
-117,070
-40% -$5.3M
GGG icon
649
Graco
GGG
$13.3B
$7.25M 0.03%
231,117
-155,364
-40% -$4.68M
DVA icon
650
DaVita
DVA
$11.6B
$7.25M 0.03%
106,634
+14,825
+16% +$982K
24 25
26
27 28

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State of Wisconsin Investment Board's Q1 2017 Portfolio in Review

As of Q1 2017, State of Wisconsin Investment Board held 1,358 positions worth $25.9B, up 12% from $23.2B the previous quarter. Its ten largest holdings account for 15% of the portfolio.

State of Wisconsin Investment Board deployed $1.48B of net new capital in Q1 2017, opening 73 new positions and adding to 598 existing holdings. Its largest new stake was Mercado Libre: 77,090 shares worth $16.3M.

By sector, the portfolio is most concentrated in Financials at 17% of assets, down from 18% a quarter earlier, followed by Technology and Healthcare.

On the sell side, the largest reduction was Royal Bank of Canada, an estimated $35.5M trimmed.

  • State of Wisconsin Investment Board's largest Q1 2017 buy was Mercado Libre: 77,090 shares worth $16.3M.
  • State of Wisconsin Investment Board added most to Apple in Q1 2017, an estimated $98.7M increase.
  • State of Wisconsin Investment Board's biggest Q1 2017 reduction was Royal Bank of Canada, cutting an estimated $35.5M.
  • State of Wisconsin Investment Board fully exited iShares Core S&P Mid-Cap ETF in Q1 2017, selling an estimated $502M.
  • State of Wisconsin Investment Board's ten largest holdings make up 15% of its $25.9B portfolio in Q1 2017.
  • State of Wisconsin Investment Board opened 73 new positions and closed 74 in Q1 2017.
  • State of Wisconsin Investment Board's portfolio value rose 12% quarter-over-quarter to $25.9B.

Based on State of Wisconsin Investment Board's 13F filing for Q1 2017, filed 8 May 2017.