FWIA
Fort Washington Investment Advisors Portfolio holdings
AUM
$17.4B
This Quarter Return
+3.75%
1 Year Return
+21.08%
3 Year Return
+76.8%
5 Year Return
+160.26%
10 Year Return
+336.48%
AUM
$8.98B
AUM Growth
+$8.98B
(+0.83%)
Cap. Flow
-$194M
Cap. Flow
% of AUM
-2.16%
Top 10 Holdings %
Top 10 Hldgs %
28.35%
Holding
534
New
31
Increased
144
Reduced
217
Closed
31
Top Buys
| 1 |
UnitedHealth
UNH
|
$52.1M |
| 2 |
Deere & Co
DE
|
$29.3M |
| 3 |
iShares Russell 1000 ETF
IWB
|
$27M |
| 4 |
Alibaba
BABA
|
$17.8M |
| 5 |
Frontdoor
FTDR
|
$14.8M |
Top Sells
| 1 |
Starbucks
SBUX
|
$52.4M |
| 2 |
Dave & Buster's
PLAY
|
$29.7M |
| 3 |
Apple
AAPL
|
$24.2M |
| 4 |
DNKN
Dunkin' Brands Group, Inc.
DNKN
|
$23.2M |
| 5 |
Morgan Stanley
MS
|
$23.1M |
Sector Composition
| 1 | Technology | 16.95% |
| 2 | Financials | 15.87% |
| 3 | Healthcare | 12.65% |
| 4 | Industrials | 12.18% |
| 5 | Communication Services | 11.34% |
