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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
+3.31%
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
$31B
AUM Growth
+$5.1B
Cap. Flow
+$4.42B
Cap. Flow %
14.26%
Top 10 Hldgs %
15.35%
Holding
1,525
New
241
Increased
776
Reduced
376
Closed
66

Top Buys

Rank Stock Value
1
AAPL icon
Apple
AAPL
+$132M
2
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$114M
3
AMZN icon
Amazon
AMZN
+$89.2M
4
MSFT icon
Microsoft
MSFT
+$88.1M
5
META icon
Meta Platforms (Facebook)
META
+$85M

Top Sells

Rank Stock Value
1
XBI icon
State Street SPDR S&P Biotech ETF
XBI
+$105M
2
IWM icon
iShares Russell 2000 ETF
IWM
+$64.5M
3
YHOO
Yahoo Inc
YHOO
+$41.6M
4
CUK
Carnival PLC
CUK
+$36.5M
5
RDS.A
Royal Dutch Shell PLC ADS Class A
RDS.A
+$31.3M

Sector Composition

Rank Sector Weight
1 Financials 17.48%
2 Technology 15.7%
3 Healthcare 13.87%
4 Industrials 10.19%
5 Consumer Discretionary 9.46%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
AAPL icon
1
Apple
AAPL
$4.56T
$932M 3.01%
25,876,396
+3,562,192
+16% +$132M
MSFT icon
2
Microsoft
MSFT
$3.71T
$628M 2.03%
9,110,069
+1,282,849
+16% +$88.1M
AMZN icon
3
Amazon
AMZN
$2.96T
$482M 1.56%
9,967,040
+1,869,200
+23% +$89.2M
META icon
4
Meta Platforms (Facebook)
META
$1.5T
$461M 1.49%
3,050,125
+571,443
+23% +$85M
JNJ icon
5
Johnson & Johnson
JNJ
$619B
$414M 1.34%
3,130,834
+498,350
+19% +$63.6M
GOOGL icon
6
Alphabet (Google) Class A
GOOGL
$4.33T
$392M 1.26%
8,423,420
+2,440,260
+41% +$114M
XOM icon
7
ExxonMobil
XOM
$633B
$388M 1.25%
4,803,031
+885,730
+23% +$72.5M
WFC icon
8
Wells Fargo
WFC
$264B
$367M 1.18%
6,618,821
+1,126,610
+21% +$60.4M
JPM icon
9
JPMorgan Chase
JPM
$952B
$365M 1.18%
3,990,986
+631,810
+19% +$54.5M
BAC icon
10
Bank of America
BAC
$441B
$328M 1.06%
13,522,524
+2,220,520
+20% +$51.8M
GOOG icon
11
Alphabet (Google) Class C
GOOG
$4.32T
$314M 1.01%
6,908,380
+515,600
+8% +$23.6M
GE icon
12
GE Aerospace
GE
$385B
$298M 0.96%
2,299,515
+536,278
+30% +$73.5M
T icon
13
AT&T
T
$163B
$280M 0.91%
9,841,044
+1,828,351
+23% +$53.9M
PG icon
14
Procter & Gamble
PG
$339B
$278M 0.9%
3,190,848
+463,350
+17% +$40.8M
BRK.B icon
15
Berkshire Hathaway Class B
BRK.B
$1.12T
$266M 0.86%
1,568,679
+297,610
+23% +$49.5M
HD icon
16
Home Depot
HD
$353B
$262M 0.85%
1,708,997
+241,910
+16% +$37.1M
MRK icon
17
Merck
MRK
$317B
$259M 0.84%
4,236,009
+750,347
+22% +$45.7M
C icon
18
Citigroup
C
$226B
$257M 0.83%
3,842,432
+419,830
+12% +$25.7M
CMCSA icon
19
Comcast
CMCSA
$90.5B
$239M 0.77%
6,148,948
+931,910
+18% +$36.7M
UNH icon
20
UnitedHealth
UNH
$372B
$234M 0.76%
1,262,036
+196,030
+18% +$34.4M
CVX icon
21
Chevron
CVX
$366B
$228M 0.74%
2,186,831
+369,470
+20% +$39.1M
VZ icon
22
Verizon
VZ
$195B
$220M 0.71%
4,931,243
+913,460
+23% +$42.5M
V icon
23
Visa
V
$677B
$215M 0.69%
2,294,359
+308,733
+16% +$28.7M
PFE icon
24
Pfizer
PFE
$151B
$211M 0.68%
6,622,740
+304,637
+5% +$9.61M
PM icon
25
Philip Morris
PM
$295B
$204M 0.66%
1,733,166
+318,130
+22% +$36.8M
1
2 3 4 5

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State of Wisconsin Investment Board's Q2 2017 Portfolio in Review

As of Q2 2017, State of Wisconsin Investment Board held 1,525 positions worth $31B, up 20% from $25.9B the previous quarter. Its ten largest holdings account for 15% of the portfolio.

State of Wisconsin Investment Board deployed $4.42B of net new capital in Q2 2017, opening 241 new positions and adding to 776 existing holdings. Its largest new stake was Altaba Inc: 1,221,540 shares worth $66.5M.

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

On the sell side, the largest reduction was iShares Russell 2000 ETF, an estimated $64.5M trimmed.

  • State of Wisconsin Investment Board's largest Q2 2017 buy was Altaba Inc: 1,221,540 shares worth $66.5M.
  • State of Wisconsin Investment Board added most to Apple in Q2 2017, an estimated $132M increase.
  • State of Wisconsin Investment Board's biggest Q2 2017 reduction was iShares Russell 2000 ETF, cutting an estimated $64.5M.
  • State of Wisconsin Investment Board fully exited State Street SPDR S&P Biotech ETF in Q2 2017, selling an estimated $105M.
  • State of Wisconsin Investment Board's ten largest holdings make up 15% of its $31B portfolio in Q2 2017.
  • State of Wisconsin Investment Board opened 241 new positions and closed 66 in Q2 2017.
  • State of Wisconsin Investment Board's portfolio value rose 20% quarter-over-quarter to $31B.

Based on State of Wisconsin Investment Board's 13F filing for Q2 2017, filed 3 Aug 2017.