David Swensen

Last Update: 11-17-2017

Number of Stocks: 4
Number of New Stocks: 1

Total Value: $433 Mil
Q/Q Turnover: 42%

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: 2017-09-30
Number of Stocks: 4
Total value: 433 Mil
Number of New Buys: 1
SectorsSector Weightings (%) Sell Impact (%)    Buy Impact (%)
ETF, options, preferred 55.9% 55.9%
Energy 44.1% 44.1% -1.3% 5.48677546427% 4.22059651097% 1%
Real Estate 40.6% 40.6% 171.356218346% 40.6%

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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(%)
JBGS JBG SMITH PropertiesREITs3,9505,145,068176,01340.61%New Buy+40.61%4.36+8.05%-3.57%
AMGP Antero Midstream GP LPOil & Gas - Midstream3,9975,769,780118,10727.25%+3.89%+1.02%3.10+12.72%+8.87%
AR Antero Resources CorpOil & Gas - E&P6,1173,674,48773,12216.87%-6.35%-1.33%1.40-0.41%+2.00%
FXI iShares China Large-Cap4,47200 Sold Out-8.45%0.00+14.10%+13.10%
EFA iShares MSCI EAFE89,859967,02266,22215.28%-61.75%-25.07%0.00+7.50%+6.00%
Premium Portfolio changes after 2017-09-30 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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