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
126
$19.8M 0.19%
335,287
+51,114
127
$19.5M 0.19%
271,273
-75,976
128
$19.5M 0.19%
169,888
-9,150
129
$19.4M 0.19%
708,928
-121,072
130
$19.4M 0.19%
912,761
+69,561
131
$19.4M 0.19%
109,987
-258
132
$19.3M 0.19%
346,246
+10,246
133
$19.3M 0.19%
449,752
-164,633
134
$19.3M 0.19%
238,179
+7,818
135
$19.1M 0.19%
323,601
-7,699
136
$19M 0.19%
796,429
+169,405
137
$19M 0.19%
363,172
+16,772
138
$18.8M 0.18%
955,730
+75,387
139
$18.7M 0.18%
270,236
+7,802
140
$18.6M 0.18%
431,806
-18,986
141
$18.6M 0.18%
319,969
-7,631
142
$18.6M 0.18%
+318,615
143
$18.5M 0.18%
517,947
+38,317
144
$18.4M 0.18%
361,248
-104,892
145
$18.3M 0.18%
535,755
+81,196
146
$18.3M 0.18%
458,676
+58,676
147
$18.3M 0.18%
821,387
+1,300
148
$18.1M 0.18%
197,980
-193,173
149
$18.1M 0.18%
1,019,796
-176,378
150
$17.6M 0.17%
509,275
+89,823