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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
+12.68%
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
$35.4B
AUM Growth
+$3.39B
Cap. Flow
-$211M
Cap. Flow %
-0.59%
Top 10 Hldgs %
21.61%
Holding
2,646
New
140
Increased
1,046
Reduced
1,119
Closed
290

Top Buys

Rank Stock Value
1
BKLN icon
Invesco Senior Loan ETF
BKLN
+$149M
2
HYG icon
iShares iBoxx $ High Yield Corporate Bond ETF
HYG
+$124M
3
LQD icon
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
+$118M
4
NVDA icon
NVIDIA
NVDA
+$71.8M
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$67.2M

Top Sells

Rank Stock Value
1
ATVI
Activision Blizzard
ATVI
+$96M
2
PBR.A icon
Petrobras Class A
PBR.A
+$92.7M
3
TD icon
Toronto Dominion Bank
TD
+$59.7M
4
RY icon
Royal Bank of Canada
RY
+$58.6M
5
LNG icon
Cheniere Energy
LNG
+$49.8M

Sector Composition

Rank Sector Weight
1 Technology 25.06%
2 Financials 11.73%
3 Healthcare 11.59%
4 Consumer Discretionary 10.41%
5 Industrials 9.81%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
MSFT icon
1
Microsoft
MSFT
$3.72T
$1.75B 4.95%
4,663,165
+57,011
+1% +$20.3M
AAPL icon
2
Apple
AAPL
$4.47T
$1.75B 4.94%
9,077,913
+236,758
+3% +$43.7M
AMZN icon
3
Amazon
AMZN
$2.93T
$807M 2.28%
5,311,559
+6,679
+0.1% +$936K
NVDA icon
4
NVIDIA
NVDA
$5.3T
$767M 2.17%
15,489,590
+1,548,750
+11% +$71.8M
GOOGL icon
5
Alphabet (Google) Class A
GOOGL
$4.28T
$576M 1.63%
4,120,685
+500,018
+14% +$67.2M
GOOG icon
6
Alphabet (Google) Class C
GOOG
$4.27T
$514M 1.45%
3,649,913
-191,736
-5% -$26M
META icon
7
Meta Platforms (Facebook)
META
$1.54T
$448M 1.27%
1,266,115
+4,043
+0.3% +$1.32M
TSLA icon
8
Tesla
TSLA
$1.31T
$396M 1.12%
1,593,085
+15,700
+1% +$3.73M
V icon
9
Visa
V
$679B
$348M 0.98%
1,336,402
-31,852
-2% -$7.85M
KO icon
10
Coca-Cola
KO
$374B
$292M 0.82%
4,947,575
+75,609
+2% +$4.29M
BRK.B icon
11
Berkshire Hathaway Class B
BRK.B
$1.12T
$287M 0.81%
804,864
+59,775
+8% +$21M
HAPI icon
12
Harbor Human Capital Factor US Large Cap ETF
HAPI
$507M
$276M 0.78%
9,871,200
– –
JPM icon
13
JPMorgan Chase
JPM
$961B
$272M 0.77%
1,600,315
-42,292
-3% -$6.41M
AVGO icon
14
Broadcom
AVGO
$2T
$271M 0.77%
2,427,570
+224,740
+10% +$21.3M
UNH icon
15
UnitedHealth
UNH
$367B
$270M 0.76%
512,878
+8,292
+2% +$4.42M
LLY icon
16
Eli Lilly
LLY
$1.09T
$270M 0.76%
463,115
-5,877
-1% -$3.43M
HYG icon
17
iShares iBoxx $ High Yield Corporate Bond ETF
HYG
$17.9B
$257M 0.73%
3,324,945
+1,661,401
+100% +$124M
LIN icon
18
Linde
LIN
$227B
$224M 0.63%
546,172
+38,637
+8% +$15.2M
XOM icon
19
ExxonMobil
XOM
$658B
$217M 0.61%
2,175,214
-52,568
-2% -$5.53M
ELV icon
20
Elevance Health
ELV
$84.9B
$216M 0.61%
458,900
+2,816
+0.6% +$1.3M
ISTB icon
21
iShares Core 1-5 Year USD Bond ETF
ISTB
$5.12B
$216M 0.61%
4,544,200
– –
GS icon
22
Goldman Sachs
GS
$302B
$214M 0.6%
553,953
+3,908
+0.7% +$1.3M
JNJ icon
23
Johnson & Johnson
JNJ
$624B
$211M 0.6%
1,344,127
-15,792
-1% -$2.42M
MA icon
24
Mastercard
MA
$495B
$201M 0.57%
472,137
+7,311
+2% +$2.94M
TMO icon
25
Thermo Fisher Scientific
TMO
$222B
$199M 0.56%
374,752
-1,326
-0.4% -$642K
1
2 3 4 5

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State of Wisconsin Investment Board's Q4 2023 Portfolio in Review

As of Q4 2023, State of Wisconsin Investment Board held 2,646 positions worth $35.4B, up 11% from $32B the previous quarter. Its ten largest holdings account for 22% of the portfolio.

State of Wisconsin Investment Board's Q4 2023 filing shows 140 new, 1,046 increased, 1,119 reduced and 290 closed positions. Its largest new stake was iShares iBoxx $ Investment Grade Corporate Bond ETF: 1,137,780 shares worth $126M. The largest sale was Activision Blizzard, an estimated $96M.

By sector, the portfolio is most concentrated in Technology at 25% of assets, up from 24% a quarter earlier, followed by Financials and Healthcare.

  • State of Wisconsin Investment Board's largest Q4 2023 buy was iShares iBoxx $ Investment Grade Corporate Bond ETF: 1,137,780 shares worth $126M.
  • State of Wisconsin Investment Board added most to Invesco Senior Loan ETF in Q4 2023, an estimated $149M increase.
  • State of Wisconsin Investment Board's biggest Q4 2023 reduction was Cheniere Energy, cutting an estimated $49.8M.
  • State of Wisconsin Investment Board fully exited Activision Blizzard in Q4 2023, selling an estimated $96M.
  • State of Wisconsin Investment Board's ten largest holdings make up 22% of its $35.4B portfolio in Q4 2023.
  • State of Wisconsin Investment Board opened 140 new positions and closed 290 in Q4 2023.
  • State of Wisconsin Investment Board's portfolio value rose 11% quarter-over-quarter to $35.4B.

Based on State of Wisconsin Investment Board's 13F filing for Q4 2023, filed 12 Feb 2024.