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
$6.24B
AUM Growth
+$254M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
503
New
Increased
Reduced
Closed

Top Buys

1
+$69.4M
2
+$58.1M
3
+$41.1M
4
ROP icon
Roper Technologies
ROP
+$19.9M
5
BMY icon
Bristol-Myers Squibb
BMY
+$13.9M

Top Sells

1
+$99.5M
2
+$51.4M
3
+$39.1M
4
MDLZ icon
Mondelez International
MDLZ
+$14M
5
BTZ icon
BlackRock Credit Allocation Income Trust
BTZ
+$8.32M

Sector Composition

1 Financials 15.04%
2 Technology 14.76%
3 Industrials 12.76%
4 Healthcare 11.67%
5 Consumer Discretionary 7.9%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$2.01M 0.03%
30,943
227
$2.01M 0.03%
85,186
-6,200
228
$1.99M 0.03%
36,100
-3,200
229
$1.99M 0.03%
15,116
-1,060
230
$1.96M 0.03%
61,092
+4,550
231
$1.95M 0.03%
15,582
-3,798
232
$1.92M 0.03%
23,849
-3,570
233
$1.84M 0.03%
675,880
-251,120
234
$1.84M 0.03%
57,792
235
$1.81M 0.03%
15,294
-1,899
236
$1.81M 0.03%
26,475
-5,480
237
$1.78M 0.03%
29,465
238
$1.78M 0.03%
+80,271
239
$1.74M 0.03%
27,928
-2,706
240
$1.73M 0.03%
31,230
-110
241
$1.72M 0.03%
21,400
-6,500
242
$1.7M 0.03%
33,050
+3,000
243
$1.69M 0.03%
30,969
244
$1.68M 0.03%
25,737
-2,407
245
$1.68M 0.03%
4,667
-2,333
246
$1.66M 0.03%
22,210
-3,367
247
$1.65M 0.03%
88,920
+64,890
248
$1.63M 0.03%
105,123
-1,290
249
$1.62M 0.03%
54,527
250
$1.61M 0.03%
16,105
8 9
10
11 12