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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
-13.3%
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
$30.7B
AUM Growth
-$5.52B
Cap. Flow
-$219M
Cap. Flow %
-0.71%
Top 10 Hldgs %
16.4%
Holding
1,624
New
85
Increased
603
Reduced
480
Closed
83

Top Buys

Rank Stock Value
1
DOCU
DocuSign
DOCU
+$126M
2
LIN icon
Linde
LIN
+$121M
3
IWM icon
iShares Russell 2000 ETF
IWM
+$108M
4
CI icon
Cigna
CI
+$58.9M
5
CUK
Carnival PLC
CUK
+$43M

Top Sells

Rank Stock Value
1
TFCF
Twenty-First Century Fox, Inc. Class B
TFCF
+$140M
2
ESRX
Express Scripts Holding Company
ESRX
+$103M
3
AET
Aetna Inc
AET
+$99.9M
4
DELL icon
Dell
DELL
+$88.2M
5
COL
Rockwell Collins
COL
+$58M

Sector Composition

Rank Sector Weight
1 Technology 17.28%
2 Financials 15.79%
3 Healthcare 13.93%
4 Consumer Discretionary 10.06%
5 Industrials 9.33%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
MSFT icon
1
Microsoft
MSFT
$3.71T
$926M 3.02%
9,120,104
+261,690
+3% +$28M
AAPL icon
2
Apple
AAPL
$4.57T
$868M 2.83%
22,023,568
-304,592
-1% -$14.8M
AMZN icon
3
Amazon
AMZN
$2.96T
$728M 2.37%
9,695,460
-34,140
-0.4% -$2.84M
GOOG icon
4
Alphabet (Google) Class C
GOOG
$4.32T
$401M 1.31%
7,748,340
+567,980
+8% +$30.4M
JNJ icon
5
Johnson & Johnson
JNJ
$625B
$384M 1.25%
2,972,876
+31,865
+1% +$4.44M
GOOGL icon
6
Alphabet (Google) Class A
GOOGL
$4.33T
$374M 1.22%
7,148,700
-315,420
-4% -$17M
META icon
7
Meta Platforms (Facebook)
META
$1.51T
$356M 1.16%
2,712,813
+71,674
+3% +$10.4M
JPM icon
8
JPMorgan Chase
JPM
$950B
$339M 1.11%
3,475,785
-106,440
-3% -$11.3M
XOM icon
9
ExxonMobil
XOM
$634B
$329M 1.07%
4,828,772
+27,206
+0.6% +$2.13M
V icon
10
Visa
V
$677B
$325M 1.06%
2,460,644
+105,272
+4% +$14.5M
DISCK
11
DELISTED
Discovery, Inc. Series C Common Stock
DISCK
$313M 1.02%
13,577,347
-1,111,847
-8% -$30.9M
UNH icon
12
UnitedHealth
UNH
$370B
$305M 0.99%
1,222,719
+2,949
+0.2% +$779K
BAC icon
13
Bank of America
BAC
$442B
$304M 0.99%
12,345,966
-171,510
-1% -$4.65M
BRK.B icon
14
Berkshire Hathaway Class B
BRK.B
$1.13T
$302M 0.99%
1,480,658
+5,200
+0.4% +$1.09M
IEMG icon
15
iShares Core MSCI Emerging Markets ETF
IEMG
$156B
$291M 0.95%
6,180,000
-322,600
-5% -$15.6M
WFC icon
16
Wells Fargo
WFC
$264B
$278M 0.91%
6,034,963
-68,000
-1% -$3.48M
VZ icon
17
Verizon
VZ
$196B
$263M 0.86%
4,672,145
-297,941
-6% -$16.9M
PFE icon
18
Pfizer
PFE
$153B
$255M 0.83%
6,148,657
-717,565
-10% -$29.8M
PG icon
19
Procter & Gamble
PG
$339B
$254M 0.83%
2,767,638
-247,530
-8% -$22.1M
CSCO icon
20
Cisco
CSCO
$479B
$252M 0.82%
5,812,018
+618,729
+12% +$28.3M
HD icon
21
Home Depot
HD
$355B
$250M 0.82%
1,456,002
+12,450
+0.9% +$2.23M
INTC icon
22
Intel
INTC
$513B
$248M 0.81%
5,281,022
-266,786
-5% -$12.5M
MRK icon
23
Merck
MRK
$318B
$241M 0.79%
3,308,175
+205,675
+7% +$14.5M
CVX icon
24
Chevron
CVX
$366B
$232M 0.76%
2,130,323
-15,039
-0.7% -$1.74M
T icon
25
AT&T
T
$163B
$229M 0.75%
10,641,891
+141,695
+1% +$3.3M
1
2 3 4 5

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State of Wisconsin Investment Board's Q4 2018 Portfolio in Review

As of Q4 2018, State of Wisconsin Investment Board held 1,624 positions worth $30.7B, down 15% from $36.2B the previous quarter. Its ten largest holdings account for 16% of the portfolio.

State of Wisconsin Investment Board's Q4 2018 filing shows 85 new, 603 increased, 480 reduced and 83 closed positions. Its largest new stake was Linde: 763,981 shares worth $120M. The largest sale was Twenty-First Century Fox, Inc. Class B, an estimated $140M.

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

  • State of Wisconsin Investment Board's largest Q4 2018 buy was Linde: 763,981 shares worth $120M.
  • State of Wisconsin Investment Board added most to DocuSign in Q4 2018, an estimated $126M increase.
  • State of Wisconsin Investment Board's biggest Q4 2018 reduction was Twenty-First Century Fox, Inc. Class B, cutting an estimated $140M.
  • State of Wisconsin Investment Board fully exited Express Scripts Holding Company in Q4 2018, selling an estimated $103M.
  • State of Wisconsin Investment Board's ten largest holdings make up 16% of its $30.7B portfolio in Q4 2018.
  • State of Wisconsin Investment Board opened 85 new positions and closed 83 in Q4 2018.
  • State of Wisconsin Investment Board's portfolio value fell 15% quarter-over-quarter to $30.7B.

Based on State of Wisconsin Investment Board's 13F filing for Q4 2018, filed 11 Feb 2019.