David Swensen

Last Update: 08-09-2018

Number of Stocks: 8
Number of New Stocks: 4

Total Value: $365 Mil
Q/Q Turnover: 13%

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

David Swensen's Portfolio

This page shows the Portfolio Holdings of David Swensen at Yale University. It tells us what David Swensen holds in different sectors/industries and the percentage of each holdings in his portfolio. Also please click on the industry to see the details of weightings in different sectors and industries.

Portfolio Statistics

Portfolio Date: 2018-06-30
Number of Stocks: 8
Total value: 365 Mil
Number of New Buys: 4
SectorsSector Weightings (%) Sell Impact (%)    Buy Impact (%)
Real Estate 51.1% 51.1% -0.4% 5.94059405941% 2.9702970297% 0.2%
ETF, options, preferred 48.9% 48.9%
Energy 25.6% 25.6% -0.7% 10.396039604%

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Ticker Company Industry Market Cap ($ Mil) Shares Value ($1000) % Weighting as of
Share # Change
from Last Period
Trade Impact (%) % of Shares Outstanding 3M Change(%) YTD Change(%)
VWO Vanguard FTSE Emerging Markets59,2751,722,00072,66819.89%+100.56%+9.97%0.12-0.90%-9.00%
PKW Invesco BuyBack Achievers ETF1,318159,7009,0632.48%New Buy+2.48%0.75+9.60%+5.40%
EFA iShares MSCI EAFE71,77336,0002,4110.66%+176.92%+0.42%0.00+2.50%-2.40%
DEI Douglas Emmett IncREITs6,56913,4695410.15%New Buy+0.15%0.01-2.85%-4.63%
ITOT iShares Core S&P Total U.S. Stock Market16,0387,9514970.14%New Buy+0.14%0.00+7.70%+10.10%
VIOG Vanguard S&P Small-Cap 600 Growth5381,5002440.07%New Buy+0.07%0.05+7.80%+19.90%
JBGS JBG SMITH PropertiesREITs4,5185,104,535186,16250.97%-0.79%-0.38%4.24+0.84%+9.42%
AR Antero Resources CorpOil & Gas - E&P6,0504,387,21893,67725.65%-2.86%-0.71%1.38-7.87%+0.42%
VEEV Veeva Systems IncApplication Software15,01600 Sold Out-1.62%0.00+24.35%+87.97%
PSTG Pure Storage IncComputer Hardware6,34800 Sold Out-3.41%0.00+11.86%+69.48%
SPY SPDR S&P 500275,94000 Sold Out-10.32%0.00+7.60%+9.90%
Premium Portfolio changes after 2018-06-30 are included for Premium Members only!
*Holdings do not include bonds, notes, debts, shorts etc. Foreign holdings may not be included.

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