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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
USB icon
176
US Bancorp
USB
$102B
$37.9M 0.1%
848,045
+30,850
+4% +$1.3M
NOC icon
177
Northrop Grumman
NOC
$81.7B
$37.8M 0.1%
78,926
-3,880
-5% -$1.79M
HCA icon
178
HCA Healthcare
HCA
$88.1B
$37.6M 0.1%
112,632
-20,223
-15% -$6.18M
CR icon
179
Crane Co
CR
$12.7B
$37.5M 0.1%
277,637
-56,789
-17% -$6.99M
VLO icon
180
Valero Energy
VLO
$95.9B
$37.4M 0.1%
219,310
-6,214
-3% -$890K
GM icon
181
General Motors
GM
$76.5B
$37.3M 0.1%
821,396
+12,578
+2% +$487K
FCX icon
182
Freeport-McMoran
FCX
$96.3B
$37.2M 0.1%
791,155
+13,261
+2% +$535K
WCN
183
Waste Connections
WCN
$41.6B
$37M 0.1%
215,148
+4,363
+2% +$701K
MAR icon
184
Marriott International
MAR
$92.4B
$37M 0.1%
146,579
+10,666
+8% +$2.58M
MCO icon
185
Moody's
MCO
$83B
$36.7M 0.1%
93,486
-5,898
-6% -$2.27M
AON icon
186
Aon
AON
$74.5B
$36.2M 0.1%
108,355
-10,511
-9% -$3.26M
GD icon
187
General Dynamics
GD
$106B
$35.8M 0.09%
126,645
+3,856
+3% +$1.03M
EMR icon
188
Emerson Electric
EMR
$89.6B
$35.6M 0.09%
313,806
-31,240
-9% -$3.21M
IDXX icon
189
Idexx Laboratories
IDXX
$44.8B
$35.5M 0.09%
65,775
+744
+1% +$407K
WELL icon
190
Welltower
WELL
$168B
$35.4M 0.09%
378,466
+22,086
+6% +$2M
OKE icon
191
Oneok
OKE
$58.3B
$35.2M 0.09%
439,077
+68,438
+18% +$5M
BAB icon
192
Invesco Taxable Municipal Bond ETF
BAB
$1.01B
$35M 0.09%
1,318,800
– –
BF.B icon
193
Brown-Forman Class B
BF.B
$12.9B
$34.9M 0.09%
676,711
+64,155
+10% +$3.57M
MMM icon
194
3M
MMM
$93.8B
$34.9M 0.09%
393,179
+22,893
+6% +$1.9M
CTAS icon
195
Cintas
CTAS
$81.1B
$34.8M 0.09%
202,636
-2,896
-1% -$446K
HLT icon
196
Hilton Worldwide
HLT
$72.5B
$34.6M 0.09%
162,214
-4,465
-3% -$878K
SMCI icon
197
Super Micro Computer
SMCI
$26.9B
$34.4M 0.09%
340,740
+12,000
+4% +$879K
COF icon
198
Capital One
COF
$136B
$34.4M 0.09%
230,999
-7,379
-3% -$999K
AZN icon
199
AstraZeneca
AZN
$245B
$34.3M 0.09%
253,408
+85,829
+51% +$11.4M
BATRK icon
200
Atlanta Braves Holdings Series B
BATRK
$3.44B
$34.3M 0.09%
878,901
-3,012
-0.3% -$119K
6 7
8
9 10

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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.