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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
+7.67%
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
$39.8B
AUM Growth
+$1.94B
Cap. Flow
-$355M
Cap. Flow %
-0.89%
Top 10 Hldgs %
25.5%
Holding
2,401
New
102
Increased
978
Reduced
923
Closed
119

Top Buys

Rank Stock Value
1
USHY icon
iShares Broad USD High Yield Corporate Bond ETF
USHY
+$148M
2
BRK.A icon
Berkshire Hathaway Class A
BRK.A
+$55.8M
3
AMZN icon
Amazon
AMZN
+$54M
4
AAPL icon
Apple
AAPL
+$48.2M
5
ARKK icon
ARK Innovation ETF
ARKK
+$34.1M

Top Sells

Rank Stock Value
1
HYG icon
iShares iBoxx $ High Yield Corporate Bond ETF
HYG
+$205M
2
GS icon
Goldman Sachs
GS
+$89.6M
3
ELV icon
Elevance Health
ELV
+$77.8M
4
BKLN icon
Invesco Senior Loan ETF
BKLN
+$74.5M
5
MSFT icon
Microsoft
MSFT
+$73.4M

Sector Composition

Rank Sector Weight
1 Technology 27.2%
2 Financials 11.59%
3 Healthcare 10.83%
4 Consumer Discretionary 9.91%
5 Industrials 9.63%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
UTI icon
1476
Universal Technical Institute
UTI
$1.42B
$1.28M ﹤0.01%
79,014
-7,081
-8% -$121K
MDU icon
1477
MDU Resources
MDU
$4.27B
$1.28M ﹤0.01%
84,577
-7,485
-8% -$107K
LZB icon
1478
La-Z-Boy
LZB
$1.67B
$1.28M ﹤0.01%
29,869
-761
-2% -$31.3K
SCS
1479
DELISTED
Steelcase
SCS
$1.27M ﹤0.01%
94,074
+3,300
+4% +$44.2K
FRSH icon
1480
Freshworks
FRSH
$3.51B
$1.27M ﹤0.01%
110,509
+21,900
+25% +$263K
RXST icon
1481
RxSight
RXST
$292M
$1.27M ﹤0.01%
25,661
+7,795
+44% +$399K
WU icon
1482
Western Union
WU
$2.34B
$1.26M ﹤0.01%
105,878
-2,763
-3% -$33.3K
LYTS icon
1483
LSI Industries
LYTS
$912M
$1.26M ﹤0.01%
78,102
– –
MLAB icon
1484
Mesa Laboratories
MLAB
$633M
$1.25M ﹤0.01%
9,615
-920
-9% -$108K
SSTK icon
1485
Shutterstock
SSTK
$217M
$1.25M ﹤0.01%
35,301
-2,800
-7% -$103K
ACMR icon
1486
ACM Research
ACMR
$5.65B
$1.25M ﹤0.01%
61,444
-22,000
-26% -$422K
BLBD icon
1487
Blue Bird Corp
BLBD
$2.05B
$1.25M ﹤0.01%
25,972
+500
+2% +$24.7K
TXG icon
1488
10x Genomics
TXG
$7.58B
$1.24M ﹤0.01%
55,057
-10,358
-16% -$214K
CENX icon
1489
Century Aluminum
CENX
$4.59B
$1.24M ﹤0.01%
76,595
+13,300
+21% +$201K
VSXY
1490
Victoria's Secret
VSXY
$7.24B
$1.24M ﹤0.01%
48,211
– –
VNOM icon
1491
Viper Energy
VNOM
$14.8B
$1.23M ﹤0.01%
27,243
+20,436
+300% +$899K
OI icon
1492
O-I Glass
OI
$1.05B
$1.23M ﹤0.01%
93,614
-18,100
-16% -$217K
PZZA icon
1493
Papa John's
PZZA
$804M
$1.23M ﹤0.01%
22,777
-1,422
-6% -$65.5K
GPOR icon
1494
Gulfport Energy Corp
GPOR
$3.01B
$1.23M ﹤0.01%
8,103
-1,000
-11% -$147K
HRI icon
1495
Herc Holdings
HRI
$5.64B
$1.23M ﹤0.01%
7,692
-600
-7% -$85K
GLBE icon
1496
Global E Online
GLBE
$7.09B
$1.23M ﹤0.01%
31,900
+6,000
+23% +$211K
NEOG icon
1497
Neogen
NEOG
$2.59B
$1.23M ﹤0.01%
72,917
-9,295
-11% -$153K
NCNO icon
1498
nCino
NCNO
$2.26B
$1.22M ﹤0.01%
38,767
+4,537
+13% +$144K
FOXF icon
1499
Fox Factory Holding Corp
FOXF
$886M
$1.22M ﹤0.01%
29,480
-749
-2% -$32.5K
GEO icon
1500
The GEO Group
GEO
$4B
$1.22M ﹤0.01%
95,200
+9,900
+12% +$138K
58 59
60
61 62

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State of Wisconsin Investment Board's Q3 2024 Portfolio in Review

As of Q3 2024, State of Wisconsin Investment Board held 2,401 positions worth $39.8B, up 5.1% from $37.8B the previous quarter. Its ten largest holdings account for 25% of the portfolio.

State of Wisconsin Investment Board's Q3 2024 filing shows 102 new, 978 increased, 923 reduced and 119 closed positions. Its largest new stake was iShares Broad USD High Yield Corporate Bond ETF: 3,992,228 shares worth $150M. The largest sale was iShares iBoxx $ High Yield Corporate Bond ETF, an estimated $205M.

By sector, the portfolio is most concentrated in Technology at 27% of assets, down from 28% a quarter earlier, followed by Financials and Healthcare.

  • State of Wisconsin Investment Board's largest Q3 2024 buy was iShares Broad USD High Yield Corporate Bond ETF: 3,992,228 shares worth $150M.
  • State of Wisconsin Investment Board added most to Amazon in Q3 2024, an estimated $54M increase.
  • State of Wisconsin Investment Board's biggest Q3 2024 reduction was Goldman Sachs, cutting an estimated $89.6M.
  • State of Wisconsin Investment Board fully exited iShares iBoxx $ High Yield Corporate Bond ETF in Q3 2024, selling an estimated $205M.
  • State of Wisconsin Investment Board's ten largest holdings make up 25% of its $39.8B portfolio in Q3 2024.
  • State of Wisconsin Investment Board opened 102 new positions and closed 119 in Q3 2024.
  • State of Wisconsin Investment Board's portfolio value rose 5.1% quarter-over-quarter to $39.8B.

Based on State of Wisconsin Investment Board's 13F filing for Q3 2024, filed 14 Nov 2024.