The Investment Scientist

Top ten holdings in Harvard Endowment’s public equity portfolio

Posted on: August 18, 2009

Harvard University Endowment significantly increased its holding of iShare S. Korea, iShare Taiwan and iPath India in second quarter of 2009.

Table: Top 10 holdings in Harvard University Endowment’s public portfolio

Rank Names 3/31/09 (x1000sh) 6/30/09 (x1000sh) Change
1 iShares E. Mkt 8276 9712 +1436
2 iShares Brazil 3170 3294 +124
3 iShares China 3162 4178 +1016
4 iShares S. Korea 1737 4349 +2612
5 iShares S. Africa 1222 1595 373
6 iShares Taiwan 0 6836 New
7 iPath India 446 1388 +942
8 iShares Mexico 1380 570 -810
9 Vanguard E. Mkt 2289 1758 -531
10 Market Vectors Russia 1762 882 -880
Drop China Mobile 376 459 +83
Drop Stoneleigh Partners 2626 0 Sold Out

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Author

Michael Zhuang is principal of MZ Capital, a fee-only independent advisory firm based in Washington, DC. He is also a regular contributor to Morningstar Advisor and Physicians Practice. To explore a long-term wealth advisory relationship, schedule a discovery meeting (phone call) with him.



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