State OF Wisconsin Investment Board is based out of Madison. Their last reported 13F filing for Q4 2023 included $35,401,374,984 in managed 13F securities
and a top 10 holdings concentration of 21.61%. State OF Wisconsin Investment Board's largest holding is Microsoft Corp. with shares held of 4,663,165. Whalewisdom has at least 94 13F filings, and 577 13G filings
2023-12-31
Top Buys (13F)
Name | % Change |
---|---|
BKLN Invesco Senior Loan | 0.42% |
MSFT Microsoft Corp. | 0.41% |
LQD iShares iBoxx $ Inve | 0.36% |
HYG iShares iBoxx USD Hi | 0.34% |
NVDA NVIDIA Corp. | 0.27% |
2023-12-31
Top Sells (13F)
Name | % Change |
---|---|
ATVI Activision Blizzard | 0.3% |
PBR.A Petroleo Brasileiro | 0.29% |
XOM ExxonMobil Corp. (St | 0.2% |
TD Toronto-Dominion Ban | 0.19% |
RY Royal Bank of Canada | 0.18% |
2023-12-31
13F Holdings Summary
Name | $ Change |
---|---|
MSFT Microsoft Corp. | 4.95% |
AAPL Apple Inc | 4.94% |
AMZN Amazon.com Inc. | 2.28% |
NVDA NVIDIA Corp. | 2.17% |
GOOGL Alphabet Inc. Class | 1.63% |
2023-12-31
13F Activity
Market Value | $35.4b, Prior: $32.0b |
New Purchases | 139 stocks |
Added To | 1046 stocks |
Sold out of | 289 stocks |
Reduced holdings in | 1120 stocks |
Top 10 Holdings % | 21.61% |
Turnover %[1] | 18.17% |
Turnover Alt %[2] | 7.06% |
Time Held Top 20 | 16.25 quarters |
Time Held Top 10 | 22.9 quarters |
Time Held All | 25.26 quarters |
[1]: Turnover is calculated by taking the # of new holdings (initial purchases) + the # of positions sold out of (not just reduced) divided by the total # of holdings for the quarter.
[2]: Alt Turnover is calculated by taking either the total MV of new purchases or the MV of securities sold, whichever is less, divided by the total MV of the fund.
2023-12-31
13F Sector Allocation Over Time
2023-12-31
Analysis
Top 20 equal-weighted holdings. Performance numbers calculated through 2023-12-31