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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
BKNG icon
101
Booking.com
BKNG
$159B
$70.7M 0.19%
487,225
+6,300
+1% +$898K
MDLZ icon
102
Mondelez International
MDLZ
$79.4B
$70.2M 0.19%
1,003,375
+143,790
+17% +$10.5M
MU icon
103
Micron Technology
MU
$1.03T
$69.4M 0.18%
588,396
+15,152
+3% +$1.37M
SYK icon
104
Stryker
SYK
$133B
$69M 0.18%
192,845
+13,535
+8% +$4.55M
C icon
105
Citigroup
C
$231B
$67.9M 0.18%
1,073,217
+13,287
+1% +$739K
VRTX icon
106
Vertex Pharmaceuticals
VRTX
$133B
$67.7M 0.18%
161,962
+3,974
+3% +$1.68M
CB icon
107
Chubb
CB
$132B
$67.1M 0.18%
258,837
-1,181
-0.5% -$290K
MRSH
108
Marsh
MRSH
$90.1B
$66.2M 0.17%
321,228
-5,355
-2% -$1.07M
TJX icon
109
TJX Companies
TJX
$169B
$65.8M 0.17%
648,375
+31,874
+5% +$3.09M
MUB icon
110
iShares National Muni Bond ETF
MUB
$45.9B
$65.4M 0.17%
607,800
+49,900
+9% +$5.38M
MS icon
111
Morgan Stanley
MS
$342B
$65.3M 0.17%
693,610
+533
+0.1% +$46.9K
BMY icon
112
Bristol-Myers Squibb
BMY
$130B
$64.4M 0.17%
1,188,234
-10,748
-0.9% -$548K
SCHW
113
Charles Schwab
SCHW
$189B
$64.3M 0.17%
888,916
+48,071
+6% +$3.17M
GBTC icon
114
Grayscale Bitcoin Trust
GBTC
$9.51B
$63.7M 0.17%
+1,121,391
New +$49.3M
UPS icon
115
United Parcel Service
UPS
$88.4B
$63.3M 0.17%
425,785
+14,992
+4% +$2.28M
AKAM icon
116
Akamai
AKAM
$17.6B
$62M 0.16%
570,202
+3,147
+0.6% +$363K
CDNS icon
117
Cadence Design Systems
CDNS
$89B
$60.9M 0.16%
195,595
+11,564
+6% +$3.42M
CI icon
118
Cigna
CI
$73.3B
$60.8M 0.16%
167,274
+9,013
+6% +$2.97M
TMUS icon
119
T-Mobile US
TMUS
$190B
$60.5M 0.16%
370,499
-138,585
-27% -$22.6M
CVS icon
120
CVS Health
CVS
$121B
$59.9M 0.16%
751,285
+10,858
+1% +$829K
ADP icon
121
Automatic Data Processing
ADP
$107B
$59.5M 0.16%
238,399
-13,586
-5% -$3.32M
BA icon
122
Boeing
BA
$183B
$59.5M 0.16%
308,085
+6,512
+2% +$1.34M
ECL icon
123
Ecolab
ECL
$78.1B
$59.1M 0.16%
256,004
+76,767
+43% +$16.3M
LMT icon
124
Lockheed Martin
LMT
$140B
$57.5M 0.15%
126,375
+4,911
+4% +$2.15M
BSX icon
125
Boston Scientific
BSX
$74.5B
$56.7M 0.15%
827,587
+29,660
+4% +$1.91M
3 4
5
6 7

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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.