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
-
Healthcare
0.35
-
-
Technology
0.24
-
0.24
Energy
0.05
-10.28
-

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 500
259,288.15
161,300
40,312
New Holding
5.92
+5.92%
0.02
+1.30%
+11.70%
DOCU
DocuSign Inc
Software - Application
8,921.88
41,265
1,654
New Holding
0.24
+0.24%
0.02
+32.46%
+34.71%
EFA
iShares MSCI EAFE
65,633.23
4,125,800
242,514
+142.84%
35.61
+20.95%
0.40
+2.20%
+9.10%
ARVN
Arvinas Inc
Biotechnology
622.76
184,615
2,372
-%
0.35
-%
0.57
+13.50%
+49.81%
ITOT
iShares Core S&P Total U.S. Stock Market
18,029.01
7,789
442
-2.04%
0.06
-%
-
+1.60%
+12.60%
VWO
Vanguard FTSE Emerging Markets
59,459.58
6,788,000
258,623
-19.89%
37.98
-9.22%
0.48
+5.40%
+9.80%
JBGS
JBG SMITH Properties
REIT - Diversified
4,953.98
3,871,118
134,754
-24.16%
19.79
-6.06%
3.20
+3.39%
+17.70%
AR
Antero Resources Corp
Oil & Gas E&P
2,975.40
38,000
357
-99.13%
0.05
-10.28%
0.01
-30.60%
+2.66%
PKW
Invesco BuyBack Achievers ETF
1,445.17
-
-
Sold Out
-
-0.54%
-
+1.80%
+15.20%
VEEV
Veeva Systems Inc
Health Information Services
17,245.84
-
-
Sold Out
-
-1.74%
-
+33.19%
+32.88%
Total 10