David Swensen

Last Update: 08-14-2017

Number of Stocks: 4
Number of New Stocks: 2

Total Value: $406 Mil
Q/Q Turnover: 78%

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: 2017-06-30
Number of Stocks: 4
Total value: 406 Mil
Number of New Buys: 2
SectorsSector Weightings (%) Sell Impact (%)    Buy Impact (%)
ETF, options, preferred 100% 100%
Energy 50.9% 50.9% -0.3% 1.18796198522% 119.19218585% 30.1%

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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(%)
EFA iShares MSCI EAFE81,5332,528,000164,82540.6%+2428.00%+38.99%0.00+3.40%+19.90%
AMGP Antero Midstream GP LPOil & Gas - Midstream3,4275,553,636122,06930.07%New Buy+30.07%2.98-12.70%
FXI iShares China Large-Cap3,585864,40034,3258.45%New Buy+8.45%0.00+7.20%+31.40%
AMS American Shared Hospital ServicesHealth Care Providers1800 Sold Out-0.05%0.00-20.26%-5.97%
APTI Apptio IncApplication Software73900 Sold Out-0.24%0.00+10.05%-0.16%
AR Antero Resources CorpOil & Gas - E&P6,0193,923,48784,78720.88%-1.63%-0.3%1.24-9.83%-19.32%
EWY iShares MSCI South Korea Capped Index Fund3,92900 Sold Out-10.36%0.00+3.80%+36.00%
VWO Vanguard FTSE Emerging Markets64,65100 Sold Out-69.72%0.00+3.30%+24.10%
Premium Portfolio changes after 2017-06-30 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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