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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
-13.3%
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
$30.7B
AUM Growth
-$5.52B
Cap. Flow
-$219M
Cap. Flow %
-0.71%
Top 10 Hldgs %
16.4%
Holding
1,624
New
85
Increased
603
Reduced
480
Closed
83

Top Buys

Rank Stock Value
1
DOCU
DocuSign
DOCU
+$126M
2
LIN icon
Linde
LIN
+$121M
3
IWM icon
iShares Russell 2000 ETF
IWM
+$108M
4
CI icon
Cigna
CI
+$58.9M
5
CUK
Carnival PLC
CUK
+$43M

Top Sells

Rank Stock Value
1
TFCF
Twenty-First Century Fox, Inc. Class B
TFCF
+$140M
2
ESRX
Express Scripts Holding Company
ESRX
+$103M
3
AET
Aetna Inc
AET
+$99.9M
4
DELL icon
Dell
DELL
+$88.2M
5
COL
Rockwell Collins
COL
+$58M

Sector Composition

Rank Sector Weight
1 Technology 17.28%
2 Financials 15.79%
3 Healthcare 13.93%
4 Consumer Discretionary 10.06%
5 Industrials 9.33%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
CTSH icon
101
Cognizant
CTSH
$26.2B
$63.1M 0.21%
993,235
+100,285
+11% +$6.98M
KMB icon
102
Kimberly-Clark
KMB
$36.2B
$63M 0.21%
553,075
+219,165
+66% +$24.3M
SLB icon
103
SLB Ltd
SLB
$78.1B
$62M 0.2%
1,719,072
+210,398
+14% +$10.4M
PLD icon
104
Prologis
PLD
$134B
$60.8M 0.2%
1,036,043
+171,092
+20% +$11.1M
MPC icon
105
Marathon Petroleum
MPC
$97.8B
$59.5M 0.19%
1,009,116
+607,554
+151% +$41.5M
FDX icon
106
FedEx
FDX
$77.3B
$59.4M 0.19%
368,074
+48,240
+15% +$10.2M
ENB icon
107
Enbridge
ENB
$112B
$59.2M 0.19%
1,907,993
+523,738
+38% +$16.8M
DE icon
108
Deere & Co
DE
$167B
$59.1M 0.19%
396,104
+16,995
+4% +$2.49M
ISRG icon
109
Intuitive Surgical
ISRG
$142B
$58.2M 0.19%
364,506
-13,050
-3% -$2.21M
D icon
110
Dominion Energy
D
$59.8B
$57.5M 0.19%
805,071
+16,530
+2% +$1.21M
SPG icon
111
Simon Property Group
SPG
$71.4B
$57.5M 0.19%
342,390
+1,790
+0.5% +$320K
YUM icon
112
Yum! Brands
YUM
$41B
$57M 0.19%
619,718
+175,741
+40% +$15.7M
UPS icon
113
United Parcel Service
UPS
$88.4B
$56.9M 0.19%
583,359
-85,612
-13% -$9.28M
GD icon
114
General Dynamics
GD
$107B
$56.6M 0.18%
359,958
+14,531
+4% +$2.6M
SYK icon
115
Stryker
SYK
$133B
$56.2M 0.18%
358,804
-4,411
-1% -$738K
NXPI icon
116
NXP Semiconductors
NXPI
$58.9B
$56.1M 0.18%
765,576
-43,830
-5% -$3.47M
BNY
117
Bank of New York Mellon
BNY
$111B
$55.5M 0.18%
1,180,147
-7,170
-0.6% -$348K
APD icon
118
Air Products & Chemicals
APD
$67.7B
$55.5M 0.18%
346,864
+82,861
+31% +$13.1M
ILMN icon
119
Illumina
ILMN
$29.1B
$55.5M 0.18%
190,120
+10,695
+6% +$3.31M
INTU icon
120
Intuit
INTU
$91.6B
$54.9M 0.18%
278,740
+5,835
+2% +$1.21M
EOG icon
121
EOG Resources
EOG
$75.1B
$54.6M 0.18%
626,492
+16,754
+3% +$1.79M
VRTX icon
122
Vertex Pharmaceuticals
VRTX
$133B
$54.1M 0.18%
326,250
+23,680
+8% +$4.1M
RHT
123
DELISTED
Red Hat Inc
RHT
$52.1M 0.17%
296,582
+111,241
+60% +$17.6M
BLK icon
124
Blackrock
BLK
$180B
$51.3M 0.17%
130,582
-3,910
-3% -$1.6M
ICE icon
125
Intercontinental Exchange
ICE
$85B
$51.1M 0.17%
678,442
+57,679
+9% +$4.42M
3 4
5
6 7

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State of Wisconsin Investment Board's Q4 2018 Portfolio in Review

As of Q4 2018, State of Wisconsin Investment Board held 1,624 positions worth $30.7B, down 15% from $36.2B the previous quarter. Its ten largest holdings account for 16% of the portfolio.

State of Wisconsin Investment Board's Q4 2018 filing shows 85 new, 603 increased, 480 reduced and 83 closed positions. Its largest new stake was Linde: 763,981 shares worth $120M. The largest sale was Twenty-First Century Fox, Inc. Class B, an estimated $140M.

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

  • State of Wisconsin Investment Board's largest Q4 2018 buy was Linde: 763,981 shares worth $120M.
  • State of Wisconsin Investment Board added most to DocuSign in Q4 2018, an estimated $126M increase.
  • State of Wisconsin Investment Board's biggest Q4 2018 reduction was Twenty-First Century Fox, Inc. Class B, cutting an estimated $140M.
  • State of Wisconsin Investment Board fully exited Express Scripts Holding Company in Q4 2018, selling an estimated $103M.
  • State of Wisconsin Investment Board's ten largest holdings make up 16% of its $30.7B portfolio in Q4 2018.
  • State of Wisconsin Investment Board opened 85 new positions and closed 83 in Q4 2018.
  • State of Wisconsin Investment Board's portfolio value fell 15% quarter-over-quarter to $30.7B.

Based on State of Wisconsin Investment Board's 13F filing for Q4 2018, filed 11 Feb 2019.