Pricing

STATE OF WISCONSIN INVESTMENT BOARD

0 followers ·
MADISON WI
13F Summary
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)

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

Portfolio Performance