AHSW

Adventist Health System West Portfolio holdings

AUM $614M
1-Year Est. Return 14.74%
This Quarter Est. Return
1 Year Est. Return
+14.74%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$299M
AUM Growth
-$13.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3
New
Increased
Reduced
Closed

Top Buys

1 +$11.2M

Top Sells

1 +$20.9M
2 +$11.4M

Sector Composition

Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1
$214M 71.68%
1,427,500
+74,370
2
$52.2M 17.48%
850,937
-185,803
3
$32.4M 10.84%
630,180
-406,890