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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
HAPS icon
51
Harbor Human Capital Factor US Small Cap ETF
HAPS
$176M
$127M 0.34%
4,520,000
– –
LBTYA icon
52
Liberty Global Class A
LBTYA
$3.55B
$125M 0.33%
7,359,723
+57,995
+0.8% +$1.06M
CBRE icon
53
CBRE Group
CBRE
$42.7B
$123M 0.32%
1,262,468
-18,428
-1% -$1.65M
ACN icon
54
Accenture
ACN
$110B
$120M 0.32%
346,621
+6,490
+2% +$2.37M
GE icon
55
GE Aerospace
GE
$379B
$119M 0.31%
847,727
+15,008
+2% +$1.77M
LRCX icon
56
Lam Research
LRCX
$408B
$115M 0.3%
1,188,600
-30,260
-2% -$2.66M
MCD icon
57
McDonald's
MCD
$195B
$115M 0.3%
409,047
+12,795
+3% +$3.72M
DE icon
58
Deere & Co
DE
$167B
$114M 0.3%
277,426
+65,749
+31% +$25.2M
ORCL icon
59
Oracle
ORCL
$442B
$113M 0.3%
903,069
+15,994
+2% +$1.83M
INTC icon
60
Intel
INTC
$509B
$109M 0.29%
2,470,588
+144,609
+6% +$6.44M
INTU icon
61
Intuit
INTU
$91.6B
$109M 0.29%
167,883
+3,873
+2% +$2.47M
ABT icon
62
Abbott
ABT
$192B
$108M 0.29%
952,444
+26,161
+3% +$3M
VZ icon
63
Verizon
VZ
$195B
$106M 0.28%
2,535,121
+94,041
+4% +$3.79M
CMCSA icon
64
Comcast
CMCSA
$90.4B
$104M 0.27%
2,391,797
+12,971
+0.5% +$560K
CAT icon
65
Caterpillar
CAT
$393B
$103M 0.27%
280,518
+6,684
+2% +$2.14M
EEM icon
66
iShares MSCI Emerging Markets ETF
EEM
$30.4B
$102M 0.27%
2,486,800
+80,000
+3% +$3.18M
IBIT icon
67
iShares Bitcoin Trust
IBIT
$47.2B
$99.2M 0.26%
+2,450,400
New +$76.4M
BLK icon
68
Blackrock
BLK
$180B
$98.6M 0.26%
118,286
+3,660
+3% +$2.94M
DHR icon
69
Danaher
DHR
$145B
$98.1M 0.26%
392,938
+11,430
+3% +$2.79M
NWSA icon
70
News Corp Class A
NWSA
$15.5B
$97.9M 0.26%
3,741,239
+216,900
+6% +$5.51M
IBM icon
71
IBM
IBM
$222B
$97.8M 0.26%
512,019
+12,897
+3% +$2.35M
AMAT icon
72
Applied Materials
AMAT
$435B
$95.4M 0.25%
462,653
-1,465
-0.3% -$269K
APH icon
73
Amphenol
APH
$210B
$94.3M 0.25%
1,634,702
-87,388
-5% -$4.58M
PFE icon
74
Pfizer
PFE
$150B
$92M 0.24%
3,315,964
+21,637
+0.7% +$600K
SLB icon
75
SLB Ltd
SLB
$78.1B
$91.2M 0.24%
1,664,746
+185,791
+13% +$9.37M
1 2
3
4 5

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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.