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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
FLR icon
651
Fluor
FLR
$7B
$9.58M 0.03%
226,677
+5,747
+3% +$221K
PR
652
Permian Resources
PR
$17.7B
$9.57M 0.03%
542,152
+6,789
+1% +$99.6K
PGNY icon
653
Progyny
PGNY
$1.99B
$9.57M 0.03%
250,964
-31,639
-11% -$1.2M
SSNC icon
654
SS&C Technologies
SSNC
$19.3B
$9.57M 0.03%
148,735
+6,572
+5% +$408K
SWN
655
DELISTED
Southwestern Energy Company
SWN
$9.57M 0.03%
1,262,126
-157,836
-11% -$1.07M
PKG icon
656
Packaging Corp of America
PKG
$22.9B
$9.51M 0.03%
50,112
-6,907
-12% -$1.2M
FIVE icon
657
Five Below
FIVE
$13.4B
$9.42M 0.02%
51,912
-4,580
-8% -$882K
PRIM icon
658
Primoris Services
PRIM
$4.35B
$9.41M 0.02%
221,086
-27,923
-11% -$1.03M
EVRG icon
659
Evergy
EVRG
$19.3B
$9.39M 0.02%
175,906
+50,256
+40% +$2.57M
RVTY icon
660
Revvity
RVTY
$13.1B
$9.39M 0.02%
89,409
-2,314
-3% -$246K
CHH icon
661
Choice Hotels
CHH
$4.71B
$9.38M 0.02%
74,252
-10,314
-12% -$1.23M
OKTA icon
662
Okta
OKTA
$26.9B
$9.36M 0.02%
89,439
+8,539
+11% +$788K
FSS icon
663
Federal Signal
FSS
$7.51B
$9.34M 0.02%
110,038
-10,283
-9% -$806K
ENPH icon
664
Enphase Energy
ENPH
$5.39B
$9.31M 0.02%
76,991
+3,932
+5% +$459K
WWD icon
665
Woodward
WWD
$21.2B
$9.3M 0.02%
60,357
-7,891
-12% -$1.11M
SJM icon
666
J.M. Smucker
SJM
$12.9B
$9.25M 0.02%
73,477
+12,097
+20% +$1.53M
APP icon
667
Applovin
APP
$105B
$9.24M 0.02%
133,553
-30,496
-19% -$1.61M
NPO icon
668
Enpro
NPO
$7.12B
$9.24M 0.02%
54,770
-7,070
-11% -$1.1M
ALTR
669
DELISTED
Altair Engineering Inc
ALTR
$9.24M 0.02%
107,218
-6,728
-6% -$572K
NDSN icon
670
Nordson
NDSN
$17.3B
$9.23M 0.02%
33,629
+6,312
+23% +$1.64M
SPT icon
671
Sprout Social
SPT
$604M
$9.19M 0.02%
153,951
-18,694
-11% -$1.14M
UDR icon
672
UDR
UDR
$12.2B
$9.17M 0.02%
245,153
+20,650
+9% +$760K
CAG icon
673
Conagra Brands
CAG
$7.39B
$9.15M 0.02%
308,703
+14,189
+5% +$405K
SMAR
674
DELISTED
Smartsheet Inc.
SMAR
$9.14M 0.02%
237,354
-27,865
-11% -$1.22M
ZS icon
675
Zscaler
ZS
$30.4B
$9.14M 0.02%
47,437
+661
+1% +$148K
25 26
27
28 29

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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.