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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
+12.1%
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
$37.9B
AUM Growth
+$2.5B
Cap. Flow
-$628M
Cap. Flow %
-1.66%
Top 10 Hldgs %
23%
Holding
2,502
New
146
Increased
878
Reduced
1,150
Closed
286

Top Buys

Rank Stock Value
1
IBIT icon
iShares Bitcoin Trust
IBIT
+$76.4M
2
NKE icon
Nike
NKE
+$68.6M
3
GBTC icon
Grayscale Bitcoin Trust
GBTC
+$49.3M
4
MSFT icon
Microsoft
MSFT
+$45.4M
5
PBR icon
Petrobras
PBR
+$45.3M

Top Sells

Rank Stock Value
1
HYG icon
iShares iBoxx $ High Yield Corporate Bond ETF
HYG
+$257M
2
LQD icon
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
+$126M
3
AXP icon
American Express
AXP
+$64.3M
4
AAPL icon
Apple
AAPL
+$58.6M
5
IWB icon
iShares Russell 1000 ETF
IWB
+$56.4M

Sector Composition

Rank Sector Weight
1 Technology 25.75%
2 Healthcare 11.71%
3 Financials 11.65%
4 Consumer Discretionary 10.38%
5 Industrials 9.86%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
MSFT icon
1
Microsoft
MSFT
$3.74T
$2.01B 5.3%
4,775,288
+112,123
+2% +$45.4M
AAPL icon
2
Apple
AAPL
$4.45T
$1.5B 3.96%
8,755,648
-322,265
-4% -$58.6M
NVDA icon
3
NVIDIA
NVDA
$5.27T
$1.37B 3.62%
15,169,410
-320,180
-2% -$23.2M
AMZN icon
4
Amazon
AMZN
$2.94T
$961M 2.54%
5,329,330
+17,771
+0.3% +$2.97M
GOOGL icon
5
Alphabet (Google) Class A
GOOGL
$4.2T
$630M 1.66%
4,174,261
+53,576
+1% +$7.66M
META icon
6
Meta Platforms (Facebook)
META
$1.53T
$614M 1.62%
1,264,098
-2,017
-0.2% -$900K
GOOG icon
7
Alphabet (Google) Class C
GOOG
$4.19T
$582M 1.54%
3,824,717
+174,804
+5% +$25.2M
LLY icon
8
Eli Lilly
LLY
$1.08T
$368M 0.97%
472,918
+9,803
+2% +$6.98M
V icon
9
Visa
V
$677B
$346M 0.91%
1,238,908
-97,494
-7% -$26.9M
AVGO icon
10
Broadcom
AVGO
$1.98T
$333M 0.88%
2,510,200
+82,630
+3% +$10.2M
JPM icon
11
JPMorgan Chase
JPM
$962B
$330M 0.87%
1,647,811
+47,496
+3% +$8.57M
BRK.B icon
12
Berkshire Hathaway Class B
BRK.B
$1.11T
$321M 0.85%
764,252
-40,612
-5% -$16M
HAPI icon
13
Harbor Human Capital Factor US Large Cap ETF
HAPI
$507M
$312M 0.82%
9,871,200
– –
KO icon
14
Coca-Cola
KO
$372B
$299M 0.79%
4,880,123
-67,452
-1% -$4.05M
TSLA icon
15
Tesla
TSLA
$1.31T
$283M 0.75%
1,610,026
+16,941
+1% +$3.31M
UNH icon
16
UnitedHealth
UNH
$365B
$262M 0.69%
529,624
+16,746
+3% +$8.51M
XOM icon
17
ExxonMobil
XOM
$657B
$258M 0.68%
2,219,279
+44,065
+2% +$4.61M
LIN icon
18
Linde
LIN
$226B
$254M 0.67%
546,383
+211
+0% +$91.4K
ELV icon
19
Elevance Health
ELV
$84.7B
$239M 0.63%
460,505
+1,605
+0.3% +$798K
MA icon
20
Mastercard
MA
$492B
$238M 0.63%
494,144
+22,007
+5% +$10.1M
GS icon
21
Goldman Sachs
GS
$301B
$228M 0.6%
546,919
-7,034
-1% -$2.73M
ISTB icon
22
iShares Core 1-5 Year USD Bond ETF
ISTB
$5.12B
$226M 0.6%
4,766,325
+222,125
+5% +$10.5M
PG icon
23
Procter & Gamble
PG
$338B
$224M 0.59%
1,382,878
+38,545
+3% +$6.05M
JNJ icon
24
Johnson & Johnson
JNJ
$626B
$218M 0.57%
1,375,760
+31,633
+2% +$5.04M
TMO icon
25
Thermo Fisher Scientific
TMO
$224B
$216M 0.57%
371,611
-3,141
-0.8% -$1.76M
1
2 3 4 5

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State of Wisconsin Investment Board's Q1 2024 Portfolio in Review

As of Q1 2024, State of Wisconsin Investment Board held 2,502 positions worth $37.9B, up 7% from $35.4B the previous quarter. Its ten largest holdings account for 23% of the portfolio.

State of Wisconsin Investment Board's Q1 2024 filing shows 146 new, 878 increased, 1,150 reduced and 286 closed positions. Its largest new stake was iShares Bitcoin Trust: 2,450,400 shares worth $99.2M. The largest sale was iShares iBoxx $ High Yield Corporate Bond ETF, an estimated $257M.

By sector, the portfolio is most concentrated in Technology at 26% of assets, up from 25% a quarter earlier, followed by Healthcare and Financials.

  • State of Wisconsin Investment Board's largest Q1 2024 buy was iShares Bitcoin Trust: 2,450,400 shares worth $99.2M.
  • State of Wisconsin Investment Board added most to Nike in Q1 2024, an estimated $68.6M increase.
  • State of Wisconsin Investment Board's biggest Q1 2024 reduction was American Express, cutting an estimated $64.3M.
  • State of Wisconsin Investment Board fully exited iShares iBoxx $ High Yield Corporate Bond ETF in Q1 2024, selling an estimated $257M.
  • State of Wisconsin Investment Board's ten largest holdings make up 23% of its $37.9B portfolio in Q1 2024.
  • State of Wisconsin Investment Board opened 146 new positions and closed 286 in Q1 2024.
  • State of Wisconsin Investment Board's portfolio value rose 7% quarter-over-quarter to $37.9B.

Based on State of Wisconsin Investment Board's 13F filing for Q1 2024, filed 14 May 2024.