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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
PATH icon
976
UiPath
PATH
$8.64B
$4.68M 0.01%
206,222
+6,269
+3% +$147K
MCB icon
977
Metropolitan Bank Holding Corp
MCB
$1.17B
$4.61M 0.01%
119,687
-1,619
-1% -$70.8K
SLVM icon
978
Sylvamo
SLVM
$1.55B
$4.59M 0.01%
74,323
+27,349
+58% +$1.46M
FOXF icon
979
Fox Factory Holding Corp
FOXF
$886M
$4.58M 0.01%
87,982
-10,817
-11% -$638K
VCEL icon
980
Vericel Corp
VCEL
$2.28B
$4.58M 0.01%
87,994
+21,465
+32% +$941K
WWW icon
981
Wolverine World Wide
WWW
$1.63B
$4.55M 0.01%
405,479
-75,386
-16% -$698K
SPSC icon
982
SPS Commerce
SPSC
$2.86B
$4.54M 0.01%
24,528
-3,172
-11% -$585K
RPD icon
983
Rapid7
RPD
$929M
$4.53M 0.01%
92,301
-11,874
-11% -$652K
TOST icon
984
Toast
TOST
$20.4B
$4.52M 0.01%
181,334
-90,596
-33% -$1.88M
QLYS icon
985
Qualys
QLYS
$6.78B
$4.51M 0.01%
27,026
-3,544
-12% -$626K
DUOL icon
986
Duolingo
DUOL
$6.74B
$4.5M 0.01%
20,413
+15,162
+289% +$3.09M
LEA icon
987
Lear
LEA
$8.16B
$4.5M 0.01%
31,053
+724
+2% +$99.1K
ALEX
988
DELISTED
Alexander & Baldwin
ALEX
$4.46M 0.01%
270,596
-32,909
-11% -$566K
HEI icon
989
HEICO Corp
HEI
$51.9B
$4.46M 0.01%
23,333
+758
+3% +$141K
ESTA icon
990
Establishment Labs
ESTA
$2.25B
$4.45M 0.01%
+87,385
New +$3.51M
HGV icon
991
Hilton Grand Vacations
HGV
$3.49B
$4.45M 0.01%
94,205
-44,948
-32% -$1.97M
MATX icon
992
Matsons
MATX
$6.39B
$4.43M 0.01%
39,432
-518
-1% -$58.4K
INFN
993
DELISTED
Infinera Corporation Common Stock
INFN
$4.43M 0.01%
734,868
-142,583
-16% -$716K
SEM
994
DELISTED
Select Medical
SEM
$4.42M 0.01%
272,372
-40,561
-13% -$594K
BPMC
995
DELISTED
Blueprint Medicines
BPMC
$4.42M 0.01%
46,625
-1,446
-3% -$124K
ATMU icon
996
Atmus Filtration Technologies
ATMU
$4.06B
$4.41M 0.01%
136,748
-5,928
-4% -$142K
NWLI
997
DELISTED
National Western Life Group, Inc. Class A
NWLI
$4.41M 0.01%
8,962
-33
-0.4% -$16K
AEL
998
DELISTED
American Equity Investment Life Holding Company
AEL
$4.4M 0.01%
78,192
+10,871
+16% +$604K
BWXT icon
999
BWX Technologies
BWXT
$15.6B
$4.37M 0.01%
42,566
-7,076
-14% -$633K
BIO icon
1000
Bio-Rad Laboratories Class A
BIO
$9.66B
$4.36M 0.01%
12,597
-1,803
-13% -$593K
38 39
40
41 42

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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.