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
51
$50.8M 0.5%
1,043,674
-73,596
52
$49.5M 0.49%
927,865
+20,764
53
$48.4M 0.48%
181,774
-35,164
54
$47.6M 0.47%
1,175,461
-220,003
55
$47.1M 0.46%
664,305
+686
56
$47M 0.46%
276,358
-50
57
$46.1M 0.45%
288,787
+32
58
$45.1M 0.44%
1,730,315
-9,462
59
$41M 0.4%
301,130
-1,585
60
$40.4M 0.4%
1,151,345
+42,325
61
$39.2M 0.39%
230,271
-175
62
$37.2M 0.37%
304,399
-168
63
$36.3M 0.36%
956,024
+211,909
64
$34.7M 0.34%
641,823
-53,263
65
$33.4M 0.33%
161,053
-96,549
66
$33.3M 0.33%
298,213
-158,573
67
$32.7M 0.32%
305,219
-48,316
68
$31.4M 0.31%
306,020
-3,621
69
$31.2M 0.31%
632,413
+8,260
70
$30.6M 0.3%
894,603
+298,414
71
$29.9M 0.29%
421,507
-86,646
72
$29.9M 0.29%
642,057
-269,337
73
$29.5M 0.29%
227,032
-310
74
$29.4M 0.29%
150,529
-67,067
75
$29.4M 0.29%
192,676
+72,538