FWIA

Fort Washington Investment Advisors Portfolio holdings

AUM $18.5B
1-Year Est. Return 18.48%
This Quarter Est. Return
1 Year Est. Return
+18.48%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$10.1B
AUM Growth
+$260M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
581
New
Increased
Reduced
Closed

Top Buys

1 +$69.4M
2 +$59.4M
3 +$29.3M
4
ACHC icon
Acadia Healthcare
ACHC
+$20.2M
5
COR icon
Cencora
COR
+$18.7M

Top Sells

1 +$110M
2 +$106M
3 +$55.8M
4
BKNG icon
Booking.com
BKNG
+$28.8M
5
BIO icon
Bio-Rad Laboratories Class A
BIO
+$26.9M

Sector Composition

1 Technology 17.54%
2 Financials 15.34%
3 Healthcare 13.45%
4 Industrials 12.18%
5 Communication Services 10.42%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
351
$1.04M 0.01%
+4,849
352
$1.04M 0.01%
65,900
+3,900
353
$1.03M 0.01%
147,160
-12,040
354
$1.02M 0.01%
9,015
+250
355
$1.02M 0.01%
20,996
356
$970K 0.01%
12,050
-800
357
$964K 0.01%
12,180
-1,400
358
$954K 0.01%
10,200
-1,100
359
$954K 0.01%
25,692
-975
360
$945K 0.01%
23,044
-972
361
$927K 0.01%
14,404
-1,237
362
$918K 0.01%
43,500
-800
363
$914K 0.01%
48,931
-2,000
364
$896K 0.01%
81,235
-1,000
365
$889K 0.01%
5,698
-1,295
366
$849K 0.01%
32,240
+1,200
367
$822K 0.01%
29,900
-2,400
368
$809K 0.01%
37,600
+6,000
369
$809K 0.01%
4,249
-25
370
$798K 0.01%
5,451
+150
371
$792K 0.01%
33,433
-1,012
372
$781K 0.01%
14,700
-2,900
373
$769K 0.01%
21,775
-300
374
$755K 0.01%
16,877
-4,914
375
$755K 0.01%
2,578
+34