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
26
$103M 1.02%
2,229,147
-156,784
27
$99.2M 0.98%
1,745,193
+201,173
28
$92.3M 0.91%
1,661,103
-195,359
29
$89.6M 0.88%
550,166
-19,544
30
$89.3M 0.88%
3,522,416
+154,152
31
$87M 0.86%
1,427,766
+94,958
32
$83.9M 0.83%
580,663
+9,639
33
$81.5M 0.8%
542,912
+142
34
$75M 0.74%
1,676,284
-17,181
35
$73M 0.72%
635,350
+66,219
36
$71.9M 0.71%
314,438
+303,438
37
$67.9M 0.67%
2,329,386
+357,504
38
$64.7M 0.64%
1,368,328
+3,199
39
$63.9M 0.63%
204,267
-85,906
40
$62.9M 0.62%
31,687
-14,500
41
$62.6M 0.62%
291,132
+25
42
$61.7M 0.61%
546,369
-871
43
$61.6M 0.61%
165,550
-58,313
44
$59.1M 0.58%
199,682
45
$58.2M 0.57%
964,020
-13,460
46
$57.1M 0.56%
341,137
-618
47
$55.8M 0.55%
951,754
-14,486
48
$53.1M 0.52%
948,406
-9,588
49
$52M 0.51%
768,455
-574
50
$51.1M 0.5%
1,460,511
-98,963