David Carlson

Last Update: 07-31-2017

Number of Stocks: 46
Number of New Stocks: 3

Total Value: $2,520 Mil
Q/Q Turnover: 5%

Countries: USA
Details: Top Buys | Top Sales | Top Holdings  Embed:

David Carlson Latest Trades these stocks:

(List those with share number changes of more than 20%, or impact to portfolio more than 0.1%)


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David Carlson's Profile:

Dave is Chief Investment Officer - U.S. Equities and a Senior Portfolio Manager responsible for the management of the U.S. Premier Growth Equity and U.S. Equity Select strategies, Elfun Trusts mutual fund and the Damon Runyon equity portfolio. He also shares portfolio management responsibility for the U.S. Multi-Style® Equity portfolio. As Chief Investment Officer, Dave sets the investment direction for U.S. Equities. Dave joined GE in 1980 as part of the GE Financial Management Program, a two-year training program within GE. Dave began managing a GE Pension Trust portfolio in 1992, and has managed the U.S. Premier Growth Equity strategy since its launch in 1997. In September 2003, he was named Chief Investment Officer of U.S. Equities. He is a holder of the Chartered Financial Analyst designation, and a member of the New York Society of Security Analysts. Dave is a graduate of Indiana University with a BS in Finance.

Elfun Trusts (ELFNX) is open only to General Electric’s 300,000 U.S. employees and retirees.



David Carlson's Performance:

Average Annual Return of Elfun Trusts
5 Yrs 10 Yrs Since Inception
14.8% 7.7% 11.3%
» More Profile & Performance

David Carlson's Current Portfolio:


Ticker Shares Value ($1000)
Premium1,280,000120,038
Premium470,000114,252
Premium900,000112,716
Premium960,000110,870
Premium1,200,000109,680
Premium2,400,000103,104
Premium690,00099,374
Premium280,00094,318
Premium680,00089,978
Premium970,00086,088
» More Current Portfolio

David Carlson's Sector Weightings:


SectorsSector Weightings (%)
Financial Services 23.1% 23.1%
Healthcare 22.1% 22.1%
Communication Services 12.5% 12.5%
Consumer Cyclical 9.4% 9.4%
Consumer Defensive 4.4% 4.4%
Technology 3.5% 3.5%
Industrials 3.4% 3.4%
Energy 2.3% 2.3%
» More Sector Weightings

David Carlson's News:

» More Related News


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