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
$660M
AUM Growth
-$23.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
6
New
Increased
Reduced
Closed

Top Buys

1 +$41.3M
2 +$36.2M
3 +$8.55M
4
VCSH icon
Vanguard Short-Term Corporate Bond ETF
VCSH
+$338K

Top Sells

1 +$84.9M
2 +$19.7M

Sector Composition

Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1
$439M 66.47%
1,975,364
-382,468
2
$81.3M 12.32%
1,094,924
+486,957
3
$66.7M 10.1%
1,079,476
+668,067
4
$51.3M 7.78%
976,150
+162,660
5
$21.7M 3.29%
160,187
-145,613
6
$338K 0.05%
+4,098