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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
+12.68%
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
$35.4B
AUM Growth
+$3.39B
Cap. Flow
-$211M
Cap. Flow %
-0.59%
Top 10 Hldgs %
21.61%
Holding
2,646
New
140
Increased
1,046
Reduced
1,119
Closed
290

Top Buys

Rank Stock Value
1
BKLN icon
Invesco Senior Loan ETF
BKLN
+$149M
2
HYG icon
iShares iBoxx $ High Yield Corporate Bond ETF
HYG
+$124M
3
LQD icon
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
+$118M
4
NVDA icon
NVIDIA
NVDA
+$71.8M
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$67.2M

Top Sells

Rank Stock Value
1
ATVI
Activision Blizzard
ATVI
+$96M
2
PBR.A icon
Petrobras Class A
PBR.A
+$92.7M
3
TD icon
Toronto Dominion Bank
TD
+$59.7M
4
RY icon
Royal Bank of Canada
RY
+$58.6M
5
LNG icon
Cheniere Energy
LNG
+$49.8M

Sector Composition

Rank Sector Weight
1 Technology 25.06%
2 Financials 11.73%
3 Healthcare 11.59%
4 Consumer Discretionary 10.41%
5 Industrials 9.81%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
SAH icon
676
Sonic Automotive
SAH
$2.51B
$8.97M 0.03%
159,621
-3,780
-2% -$189K
SNAP icon
677
Snap
SNAP
$8.96B
$8.97M 0.03%
529,772
-10,809
-2% -$133K
COLM icon
678
Columbia Sportswear
COLM
$2.96B
$8.94M 0.03%
112,448
+13,523
+14% +$1.03M
PLMR icon
679
Palomar
PLMR
$3.37B
$8.94M 0.03%
161,132
+7,179
+5% +$402K
WSO icon
680
Watsco Inc
WSO
$12.9B
$8.92M 0.03%
20,819
+3,037
+17% +$1.18M
CNMD icon
681
CONMED
CNMD
$1.49B
$8.91M 0.03%
81,394
+31,589
+63% +$3.27M
KRG icon
682
Kite Realty
KRG
$5.31B
$8.89M 0.03%
389,102
+81,130
+26% +$1.73M
VRT icon
683
Vertiv
VRT
$111B
$8.89M 0.03%
185,152
-152,659
-45% -$6.5M
LPLA icon
684
LPL Financial
LPLA
$29.5B
$8.89M 0.03%
39,060
-2,265
-5% -$509K
MKC icon
685
McCormick & Company Non-Voting
MKC
$14.6B
$8.88M 0.03%
129,833
-3,773
-3% -$247K
SSD icon
686
Simpson Manufacturing
SSD
$8B
$8.86M 0.03%
44,747
-20,781
-32% -$3.3M
SNA icon
687
Snap-on
SNA
$20.9B
$8.85M 0.03%
30,645
+452
+1% +$122K
ZM icon
688
Zoom
ZM
$32.2B
$8.84M 0.03%
122,941
-6,168
-5% -$408K
LYV icon
689
Live Nation Entertainment
LYV
$43.3B
$8.84M 0.03%
94,423
+5,899
+7% +$508K
NNN icon
690
NNN REIT
NNN
$8.87B
$8.81M 0.02%
204,497
+36,024
+21% +$1.4M
AX icon
691
Axos Financial
AX
$5.72B
$8.8M 0.02%
161,172
+11,224
+7% +$468K
PODD icon
692
Insulet
PODD
$10.2B
$8.79M 0.02%
40,532
+3,448
+9% +$591K
MGY icon
693
Magnolia Oil & Gas
MGY
$6.13B
$8.79M 0.02%
412,962
-9,417
-2% -$206K
SHOO icon
694
Steven Madden
SHOO
$3.46B
$8.78M 0.02%
209,106
+7,077
+4% +$257K
ROL icon
695
Rollins
ROL
$17.4B
$8.78M 0.02%
201,070
+1,034
+0.5% +$40.2K
DAY
696
DELISTED
Dayforce
DAY
$8.73M 0.02%
130,125
+51,761
+66% +$3.53M
UGI icon
697
UGI
UGI
$7.56B
$8.73M 0.02%
354,770
+104,615
+42% +$2.31M
JBHT icon
698
JB Hunt Transport Services
JBHT
$26.5B
$8.73M 0.02%
43,693
-426
-1% -$78.9K
SKWD icon
699
Skyward Specialty Insurance
SKWD
$2.39B
$8.73M 0.02%
257,562
-19,270
-7% -$593K
TFX icon
700
Teleflex
TFX
$5.82B
$8.71M 0.02%
34,942
-2,862
-8% -$612K
26 27
28
29 30

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State of Wisconsin Investment Board's Q4 2023 Portfolio in Review

As of Q4 2023, State of Wisconsin Investment Board held 2,646 positions worth $35.4B, up 11% from $32B the previous quarter. Its ten largest holdings account for 22% of the portfolio.

State of Wisconsin Investment Board's Q4 2023 filing shows 140 new, 1,046 increased, 1,119 reduced and 290 closed positions. Its largest new stake was iShares iBoxx $ Investment Grade Corporate Bond ETF: 1,137,780 shares worth $126M. The largest sale was Activision Blizzard, an estimated $96M.

By sector, the portfolio is most concentrated in Technology at 25% of assets, up from 24% a quarter earlier, followed by Financials and Healthcare.

  • State of Wisconsin Investment Board's largest Q4 2023 buy was iShares iBoxx $ Investment Grade Corporate Bond ETF: 1,137,780 shares worth $126M.
  • State of Wisconsin Investment Board added most to Invesco Senior Loan ETF in Q4 2023, an estimated $149M increase.
  • State of Wisconsin Investment Board's biggest Q4 2023 reduction was Cheniere Energy, cutting an estimated $49.8M.
  • State of Wisconsin Investment Board fully exited Activision Blizzard in Q4 2023, selling an estimated $96M.
  • State of Wisconsin Investment Board's ten largest holdings make up 22% of its $35.4B portfolio in Q4 2023.
  • State of Wisconsin Investment Board opened 140 new positions and closed 290 in Q4 2023.
  • State of Wisconsin Investment Board's portfolio value rose 11% quarter-over-quarter to $35.4B.

Based on State of Wisconsin Investment Board's 13F filing for Q4 2023, filed 12 Feb 2024.