FWIA
Fort Washington Investment Advisors Portfolio holdings
AUM
$17.4B
This Quarter Return
+0.45%
1 Year Return
+21.08%
3 Year Return
+76.8%
5 Year Return
+160.26%
10 Year Return
+336.48%
AUM
$15.6B
AUM Growth
+$15.6B
(+38%)
Cap. Flow
+$4.29B
Cap. Flow
% of AUM
27.41%
Top 10 Holdings %
Top 10 Hldgs %
27.23%
Holding
538
New
35
Increased
228
Reduced
133
Closed
34
Top Buys
| 1 |
Microsoft
MSFT
|
$221M |
| 2 |
Apple
AAPL
|
$112M |
| 3 |
Comcast
CMCSA
|
$108M |
| 4 |
Johnson & Johnson
JNJ
|
$106M |
| 5 |
Goldman Sachs
GS
|
$105M |
Top Sells
| 1 |
SPDR S&P 500 ETF Trust
SPY
|
$179M |
| 2 |
JD.com
JD
|
$76.6M |
| 3 |
Floor & Decor
FND
|
$15M |
| 4 |
Alphabet (Google) Class C
GOOG
|
$13.7M |
| 5 |
GOOS
Canada Goose Holdings
GOOS
|
$13.1M |
Sector Composition
| 1 | Technology | 21.76% |
| 2 | Financials | 15.98% |
| 3 | Communication Services | 11.87% |
| 4 | Industrials | 11.57% |
| 5 | Healthcare | 11.43% |
