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
$647M
AUM Growth
-$3.68M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
8
New
Increased
Reduced
Closed

Top Buys

1 +$264M

Top Sells

1 +$264M

Sector Composition

Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1
$264M 40.88%
+490,500
2
$120M 18.62%
204,550
-448,950
3
$56.3M 8.71%
692,800
4
$55.7M 8.62%
1,067,519
5
$54.1M 8.37%
1,131,440
6
$46.8M 7.24%
966,530
7
$33.3M 5.15%
131,150
8
$15.6M 2.41%
55,720