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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
+14.65%
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
$35.2B
AUM Growth
+$4.51B
Cap. Flow
+$396M
Cap. Flow %
1.13%
Top 10 Hldgs %
16.68%
Holding
1,608
New
67
Increased
850
Reduced
592
Closed
71

Top Buys

Rank Stock Value
1
DIS icon
Walt Disney
DIS
+$46.7M
2
ELV icon
Elevance Health
ELV
+$44.5M
3
PG icon
Procter & Gamble
PG
+$39.2M
4
ZG icon
Zillow
ZG
+$31.2M
5
SCI icon
Service Corp International
SCI
+$29.2M

Top Sells

Rank Stock Value
1
TFCF
Twenty-First Century Fox, Inc. Class B
TFCF
+$115M
2
DOCU
DocuSign
DOCU
+$97.6M
3
DISCK
Discovery, Inc. Series C Common Stock
DISCK
+$75.1M
4
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$73.7M
5
BAC icon
Bank of America
BAC
+$40.6M

Sector Composition

Rank Sector Weight
1 Technology 17.95%
2 Financials 15.77%
3 Healthcare 13.34%
4 Consumer Discretionary 10.43%
5 Industrials 9.69%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
MSFT icon
1
Microsoft
MSFT
$3.76T
$1.09B 3.09%
9,203,615
+83,511
+0.9% +$9.11M
AAPL icon
2
Apple
AAPL
$4.46T
$1.01B 2.88%
21,350,728
-672,840
-3% -$28.5M
AMZN icon
3
Amazon
AMZN
$2.99T
$873M 2.48%
9,799,360
+103,900
+1% +$8.65M
GOOG icon
4
Alphabet (Google) Class C
GOOG
$4.32T
$484M 1.37%
8,244,000
+495,660
+6% +$27.8M
META icon
5
Meta Platforms (Facebook)
META
$1.51T
$460M 1.31%
2,760,760
+47,947
+2% +$7.63M
GOOGL icon
6
Alphabet (Google) Class A
GOOGL
$4.33T
$423M 1.2%
7,191,400
+42,700
+0.6% +$2.41M
JNJ icon
7
Johnson & Johnson
JNJ
$630B
$414M 1.18%
2,961,036
-11,840
-0.4% -$1.59M
V icon
8
Visa
V
$672B
$397M 1.13%
2,539,779
+79,135
+3% +$11.4M
XOM icon
9
ExxonMobil
XOM
$658B
$369M 1.05%
4,567,457
-261,315
-5% -$19.9M
JPM icon
10
JPMorgan Chase
JPM
$951B
$349M 0.99%
3,446,095
-29,690
-0.9% -$3.06M
PG icon
11
Procter & Gamble
PG
$340B
$330M 0.94%
3,170,419
+402,781
+15% +$39.2M
WFC icon
12
Wells Fargo
WFC
$264B
$312M 0.89%
6,450,930
+415,967
+7% +$20.5M
INTC icon
13
Intel
INTC
$501B
$308M 0.87%
5,728,377
+447,355
+8% +$22.7M
BAC icon
14
Bank of America
BAC
$445B
$301M 0.86%
10,909,547
-1,436,419
-12% -$40.6M
CSCO icon
15
Cisco
CSCO
$488B
$298M 0.85%
5,526,187
-285,831
-5% -$13.9M
VZ icon
16
Verizon
VZ
$195B
$293M 0.83%
4,950,099
+277,954
+6% +$15.7M
BRK.B icon
17
Berkshire Hathaway Class B
BRK.B
$1.15T
$292M 0.83%
1,455,001
-25,657
-2% -$5.18M
UNH icon
18
UnitedHealth
UNH
$373B
$275M 0.78%
1,113,240
-109,479
-9% -$27.9M
HD icon
19
Home Depot
HD
$347B
$273M 0.78%
1,422,448
-33,554
-2% -$6.16M
DISCK
20
DELISTED
Discovery, Inc. Series C Common Stock
DISCK
$272M 0.77%
10,705,559
-2,871,788
-21% -$75.1M
MRK icon
21
Merck
MRK
$323B
$267M 0.76%
3,360,346
+52,171
+2% +$3.9M
BA icon
22
Boeing
BA
$186B
$253M 0.72%
662,146
-210
-0% -$80.8K
IEMG icon
23
iShares Core MSCI Emerging Markets ETF
IEMG
$156B
$244M 0.69%
4,724,000
-1,456,000
-24% -$73.7M
CMCSA icon
24
Comcast
CMCSA
$88.9B
$240M 0.68%
5,998,239
+362,655
+6% +$13.6M
T icon
25
AT&T
T
$164B
$240M 0.68%
10,113,484
-528,407
-5% -$12.2M
1
2 3 4 5

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State of Wisconsin Investment Board's Q1 2019 Portfolio in Review

As of Q1 2019, State of Wisconsin Investment Board held 1,608 positions worth $35.2B, up 15% from $30.7B the previous quarter. Its ten largest holdings account for 17% of the portfolio.

State of Wisconsin Investment Board's Q1 2019 filing shows 67 new, 850 increased, 592 reduced and 71 closed positions. Its largest new stake was Royal Dutch Shell PLC ADS Class B: 457,415 shares worth $29.3M. The largest sale was Twenty-First Century Fox, Inc. Class B, an estimated $115M.

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

  • State of Wisconsin Investment Board's largest Q1 2019 buy was Royal Dutch Shell PLC ADS Class B: 457,415 shares worth $29.3M.
  • State of Wisconsin Investment Board added most to Walt Disney in Q1 2019, an estimated $46.7M increase.
  • State of Wisconsin Investment Board's biggest Q1 2019 reduction was DocuSign, cutting an estimated $97.6M.
  • State of Wisconsin Investment Board fully exited Twenty-First Century Fox, Inc. Class B in Q1 2019, selling an estimated $115M.
  • State of Wisconsin Investment Board's ten largest holdings make up 17% of its $35.2B portfolio in Q1 2019.
  • State of Wisconsin Investment Board opened 67 new positions and closed 71 in Q1 2019.
  • State of Wisconsin Investment Board's portfolio value rose 15% quarter-over-quarter to $35.2B.

Based on State of Wisconsin Investment Board's 13F filing for Q1 2019, filed 13 May 2019.