David Swensen

David Swensen

Yale University
Last update 2019-02-08 8 Stocks (2 new)
Value $681.00 Mil Turnover 27 %
Top Holdings: VWO(37.98%) EFA(35.61%) JBGS(19.79%) SPY(5.92%) ARVN(0.35%)
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David Swensen's Portfolio

2018-12-31
Portfolio Date
8 Stocks
2 New Stocks
$681.03 Mil
Total Value
27.11 %
Turnover
David Swensen's Portfolio Statistics
Sector Sector Weighting % Sell Impact % Buy Impact %
Real Estate
19.79
-6.06
0.00
Healthcare
0.35
0.00
0.00
Technology
0.24
0.00
0.24
Energy
0.05
-10.28
0.00

David Swensen Real-Time Picks

David Swensen Current Holdings

Ticker Company Industry Market Cap $Mil Shares Value ($1000) Shares Change % Weighting % Trade Impact % % of Shares outstanding 3M Change % YTD Change %
SPY SPDR S&P 500279,600.44161,30040,312New Holding5.92+5.92%0.02+9.20%+16.90%
DOCU DocuSign IncSoftware - Application9,487.2241,2651,654New Holding0.24+0.24%0.02+19.55%+39.32%
EFA iShares MSCI EAFE62,984.734,125,800242,514+142.84%35.61+20.95%0.41+5.70%+12.70%
ARVN Arvinas IncBiotechnology733.81184,6152,3720%0.350%0.57+39.69%+76.65%
ITOT iShares Core S&P Total U.S. Stock Market19,800.547,789442-2.04%0.060%0+9.10%+17.30%
VWO Vanguard FTSE Emerging Markets65,368.256,788,000258,623-19.89%37.98-9.22%0.48+4.80%+13.80%
JBGS JBG SMITH PropertiesREIT - Diversified5,155.083,871,118134,754-24.16%19.79-6.06%3.16+12.25%+20.80%
AR Antero Resources CorpOil & Gas E&P2,361.2038,000357-99.13%0.05-10.28%0.01-23.50%-18.53%
PKW Invesco BuyBack Achievers ETF1,188.3900Sold Out0-0.54%0+11.50%+21.80%
VEEV Veeva Systems IncHealth Information Services20,009.0300Sold Out0-1.74%0+29.54%+52.99%
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