STATE OF WISCONSIN INVESTMENT BOARD
Institutional investor · Portfolio as of Q1 2020
Top Holdings1,694 positions
Stock | Shares | Value | Weight | Avg Buy | Est. P&L | Held | Conviction |
|---|---|---|---|---|---|---|---|
ISHR IBX USD HIYLD CB ETF-UI | 14.5M | $1.1B | 3.7% | $54.62 | -0.09% | 3 qtrssince 2019-Q3 | Increased 94 |
MICROSOFT CORP | 6.9M | $1.1B | 3.6% | $94.22 | +61.91% | 6 qtrssince 2018-Q4 | Decreased 0 |
APPLE INC | 3.8M | $960.2M | 3.2% | $37.39 | +64.02% | 6 qtrssince 2018-Q4 | Decreased 0 |
AMAZON.COM INC | 409,523 | $798.5M | 2.7% | $74.18 | +32.38% | 6 qtrssince 2018-Q4 | Decreased 0 |
ALPHABET INC-CL C | 318,158 | $370M | 1.2% | $51.88 | +9.70% | 6 qtrssince 2018-Q4 | Decreased 0 |
META PLATFORMS INC-CLASS A | 2M | $333.6M | 1.1% | $133.08 | +23.84% | 6 qtrssince 2018-Q4 | Decreased 0 |
VISA INC-CLASS A SHARES | 2.1M | $332.7M | 1.1% | $125.63 | +22.37% | 6 qtrssince 2018-Q4 | Decreased 0 |
JOHNSON & JOHNSON | 2.4M | $318.4M | 1.1% | $104.71 | +7.97% | 6 qtrssince 2018-Q4 | Decreased 0 |
ISHARES RUSSELL 2000 ETF ETF | 2.8M | $315.4M | 1.1% | $132.32 | -19.09% | 6 qtrssince 2018-Q4 | Increased 56 |
ALPHABET INC-CL A | 257,165 | $298.8M | 1.0% | $52.66 | +8.03% | 6 qtrssince 2018-Q4 | Decreased 0 |
PROCTER & GAMBLE CO/THE | 2.6M | $285.6M | 1.0% | $76.66 | +21.59% | 6 qtrssince 2018-Q4 | Decreased 0 |
UNITEDHEALTH GROUP INC | 1.1M | $274.9M | 0.9% | $219.56 | +4.23% | 6 qtrssince 2018-Q4 | Decreased 0 |
BERKSHIRE HATHAWAY INC-CL B | 1.3M | $245.1M | 0.8% | $203.26 | -9.88% | 6 qtrssince 2018-Q4 | Decreased 0 |
HOME DEPOT INC | 1.1M | $204M | 0.7% | $143.38 | +19.09% | 6 qtrssince 2018-Q4 | Decreased 0 |
WELLS FARGO & CO | 7M | $200.1M | 0.7% | $38.09 | -32.31% | 6 qtrssince 2018-Q4 | Decreased 0 |
JPMORGAN CHASE & CO | 2.2M | $195.7M | 0.7% | $79.29 | +0.12% | 6 qtrssince 2018-Q4 | Decreased 0 |
BANK OF AMERICA CORP | 8.6M | $183.5M | 0.6% | $20.74 | -7.69% | 6 qtrssince 2018-Q4 | Decreased 0 |
COCA-COLA CO/THE | 4.1M | $183.2M | 0.6% | $38.72 | -2.48% | 6 qtrssince 2018-Q4 | Decreased 0 |
MEDTRONIC PLC | 1.9M | $174.6M | 0.6% | $76.15 | +3.06% | 6 qtrssince 2018-Q4 | Decreased 0 |
ORACLE CORP | 3.5M | $171.2M | 0.6% | $43.80 | +5.56% | 6 qtrssince 2018-Q4 | Decreased 0 |
STATE OF WISCONSIN INVESTMENT BOARD manages $30B across 1694 positions as of Q1 2020. Top holdings: HYG (3.7%), MSFT (3.6%), AAPL (3.2%). Fund DNA: Balanced Allocator. HoldingsIntel Rating: 3.5/5.0.
Active quarter - 165 new positions, 84 exits, 582 increased. Top move: HYG (INCREASED, conviction 94). Portfolio: $30.0B across 1694 positions.
Top holdings by portfolio weight
Portfolio allocation by GICS sector
Behavioral investing profile
Position Outcomes
Best and worst performing positions by estimated return
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Cost basis estimates based on full filing history using quarter-end prices. Actual transaction prices are not disclosed in 13F filings.
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Data sourced from SEC EDGAR 13F filings. Not financial advice. Full disclaimer