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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
+6.37%
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
$25.9B
AUM Growth
+$2.67B
Cap. Flow
+$1.48B
Cap. Flow %
5.71%
Top 10 Hldgs %
14.72%
Holding
1,358
New
73
Increased
598
Reduced
505
Closed
74

Top Buys

Rank Stock Value
1
AAPL icon
Apple
AAPL
+$98.7M
2
META icon
Meta Platforms (Facebook)
META
+$63.2M
3
WFC icon
Wells Fargo
WFC
+$44.9M
4
AMZN icon
Amazon
AMZN
+$44.7M
5
ENB icon
Enbridge
ENB
+$37.8M

Top Sells

Rank Stock Value
1
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$502M
2
HAR
Harman International Industries
HAR
+$39.2M
3
RY icon
Royal Bank of Canada
RY
+$35.5M
4
YDKN
Yadkin Financial Corporation
YDKN
+$35.2M
5
STJ
St Jude Medical
STJ
+$27.3M

Sector Composition

Rank Sector Weight
1 Financials 17.37%
2 Technology 15.6%
3 Healthcare 13.02%
4 Industrials 9.99%
5 Consumer Discretionary 9.55%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
AAPL icon
1
Apple
AAPL
$4.57T
$801M 3.1%
22,314,204
+2,996,632
+16% +$98.7M
MSFT icon
2
Microsoft
MSFT
$3.71T
$516M 1.99%
7,827,220
+530,893
+7% +$34M
AMZN icon
3
Amazon
AMZN
$2.96T
$359M 1.39%
8,097,840
+1,073,240
+15% +$44.7M
META icon
4
Meta Platforms (Facebook)
META
$1.51T
$352M 1.36%
2,478,682
+472,562
+24% +$63.2M
JNJ icon
5
Johnson & Johnson
JNJ
$625B
$328M 1.27%
2,632,484
+216,033
+9% +$25.8M
XOM icon
6
ExxonMobil
XOM
$634B
$321M 1.24%
3,917,301
+390,779
+11% +$32.6M
WFC icon
7
Wells Fargo
WFC
$264B
$306M 1.18%
5,492,211
+791,867
+17% +$44.9M
JPM icon
8
JPMorgan Chase
JPM
$950B
$295M 1.14%
3,359,176
+336,848
+11% +$29.7M
BAC icon
9
Bank of America
BAC
$442B
$267M 1.03%
11,302,004
+1,341,150
+13% +$31.8M
GOOG icon
10
Alphabet (Google) Class C
GOOG
$4.32T
$265M 1.02%
6,392,780
+805,760
+14% +$33.1M
GOOGL icon
11
Alphabet (Google) Class A
GOOGL
$4.33T
$254M 0.98%
5,983,160
+686,940
+13% +$28.9M
GE icon
12
GE Aerospace
GE
$384B
$252M 0.97%
1,763,237
+222,692
+14% +$32.2M
T icon
13
AT&T
T
$163B
$251M 0.97%
8,012,693
+791,401
+11% +$24.9M
PG icon
14
Procter & Gamble
PG
$339B
$245M 0.95%
2,727,498
+256,384
+10% +$22.7M
HD icon
15
Home Depot
HD
$355B
$215M 0.83%
1,467,087
+138,430
+10% +$19.6M
BRK.B icon
16
Berkshire Hathaway Class B
BRK.B
$1.13T
$212M 0.82%
1,271,069
-63,294
-5% -$10.6M
MRK icon
17
Merck
MRK
$318B
$211M 0.82%
3,485,662
+557,540
+19% +$33.8M
PFE icon
18
Pfizer
PFE
$153B
$205M 0.79%
6,318,103
+264,857
+4% +$8.35M
C icon
19
Citigroup
C
$226B
$205M 0.79%
3,422,602
+323,623
+10% +$19.1M
CMCSA icon
20
Comcast
CMCSA
$90B
$196M 0.76%
5,217,038
+389,748
+8% +$14.5M
VZ icon
21
Verizon
VZ
$196B
$196M 0.76%
4,017,783
+369,954
+10% +$18.6M
CVX icon
22
Chevron
CVX
$366B
$195M 0.75%
1,817,361
+199,910
+12% +$22.4M
V icon
23
Visa
V
$677B
$176M 0.68%
1,985,626
+253,479
+15% +$21.8M
UNH icon
24
UnitedHealth
UNH
$370B
$175M 0.68%
1,066,006
+103,847
+11% +$17M
CSCO icon
25
Cisco
CSCO
$479B
$171M 0.66%
5,050,110
+582,720
+13% +$18.9M
1
2 3 4 5

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State of Wisconsin Investment Board's Q1 2017 Portfolio in Review

As of Q1 2017, State of Wisconsin Investment Board held 1,358 positions worth $25.9B, up 12% from $23.2B the previous quarter. Its ten largest holdings account for 15% of the portfolio.

State of Wisconsin Investment Board deployed $1.48B of net new capital in Q1 2017, opening 73 new positions and adding to 598 existing holdings. Its largest new stake was Mercado Libre: 77,090 shares worth $16.3M.

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

On the sell side, the largest reduction was Royal Bank of Canada, an estimated $35.5M trimmed.

  • State of Wisconsin Investment Board's largest Q1 2017 buy was Mercado Libre: 77,090 shares worth $16.3M.
  • State of Wisconsin Investment Board added most to Apple in Q1 2017, an estimated $98.7M increase.
  • State of Wisconsin Investment Board's biggest Q1 2017 reduction was Royal Bank of Canada, cutting an estimated $35.5M.
  • State of Wisconsin Investment Board fully exited iShares Core S&P Mid-Cap ETF in Q1 2017, selling an estimated $502M.
  • State of Wisconsin Investment Board's ten largest holdings make up 15% of its $25.9B portfolio in Q1 2017.
  • State of Wisconsin Investment Board opened 73 new positions and closed 74 in Q1 2017.
  • State of Wisconsin Investment Board's portfolio value rose 12% quarter-over-quarter to $25.9B.

Based on State of Wisconsin Investment Board's 13F filing for Q1 2017, filed 8 May 2017.