David Swensen

David Swensen

Yale University
Last update 2018-11-09 8 Stocks (2 new)
Value $575.00 Mil Turnover 71 %
Top Holdings: VWO(60.41%) EFA(20.09%) AR(13.51%) JBGS(2.38%) VEEV(2.27%)
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David Swensen's Portfolio

Portfolio Statistics
Portfolio Date: 2018-09-30
Number of Stocks: 8
Number of New Buys: 2
Total value: $575.04 Mil
Turnover: 70.60 %
SectorSector Weighting%Sell Impact%Buy Impact%
Energy
13.51
-
-
Real Estate
2.38
-47.27
-
Technology
2.27
-
2.27
Healthcare
0.54
-
0.54

David Swensen Current Holdings

VEEV
Veeva Systems Inc
Health Information Services
13,358.45
120,000
13,064
New Holding
2.27
+2.27%
0.08
+9.13%
+67.22%
ARVN
Arvinas Inc
Biotechnology
531.53
184,615
3,114
New Holding
0.54
+0.54%
0.57
-%
-%
EFA
iShares MSCI EAFE
64,748.06
1,699,000
115,515
+4,619.44%
20.09
+19.66%
0.17
-6.50%
-10.50%
VWO
Vanguard FTSE Emerging Markets
56,262.07
8,473,000
347,393
+392.04%
60.41
+48.13%
0.60
-6.10%
-13.80%
AR
Antero Resources Corp
Oil & Gas E&P
4,455.47
4,387,218
77,698
-%
13.51
-%
1.38
-19.58%
-26.05%
ITOT
iShares Core S&P Total U.S. Stock Market
15,592.50
7,951
530
-%
0.09
-%
-
-5.80%
+2%
PKW
Invesco BuyBack Achievers ETF
1,495.44
66,700
4,067
-58.23%
0.71
-1.44%
0.27
-3.30%
-0.80%
JBGS
JBG SMITH Properties
REIT - Diversified
4,812.51
370,958
13,662
-92.73%
2.38
-47.27%
0.31
+7.62%
+16.54%
DEI
Douglas Emmett Inc
REIT - Office
6,068.53
-
-
Sold Out
-
-0.15%
-
-8.24%
-11.20%
VIOG
Vanguard S&P Small-Cap 600 Growth
476.38
-
-
Sold Out
-
-0.07%
-
-11.80%
+7%
Total 10