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
$9.89B
AUM Growth
+$230M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
585
New
Increased
Reduced
Closed

Top Buys

1
+$99.1M
2
+$67.8M
3
+$56.5M
4
KMI icon
Kinder Morgan
KMI
+$18.4M
5
SFM icon
Sprouts Farmers Market
SFM
+$18.3M

Top Sells

1
+$92.4M
2
+$88.6M
3
+$48.5M
4
BKNG icon
Booking.com
BKNG
+$26.8M
5
IWS icon
iShares Russell Mid-Cap Value ETF
IWS
+$26M

Sector Composition

1 Technology 16.18%
2 Financials 14.77%
3 Healthcare 12.53%
4 Industrials 11.71%
5 Consumer Discretionary 10.21%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$4.36M 0.04%
84,014
-16,609
227
$4.34M 0.04%
50,904
-193,305
228
$4.32M 0.04%
57,840
-60
229
$4.29M 0.04%
34,000
-6,000
230
$4.27M 0.04%
385,804
231
$4.04M 0.04%
419,000
232
$3.98M 0.04%
19,063
-475
233
$3.95M 0.04%
67,531
234
$3.91M 0.04%
+237,417
235
$3.81M 0.04%
231,665
+57,341
236
$3.79M 0.04%
22,041
+800
237
$3.71M 0.04%
83,882
-117
238
$3.62M 0.04%
45,606
-11,278
239
$3.61M 0.04%
69,658
+2,502
240
$3.6M 0.04%
19,326
+72
241
$3.59M 0.04%
+121,654
242
$3.52M 0.04%
40,208
-181,241
243
$3.5M 0.04%
87,444
244
$3.5M 0.04%
97,952
+75,076
245
$3.49M 0.04%
22,423
+2
246
$3.46M 0.04%
24,741
-72
247
$3.35M 0.03%
36,529
-5,609
248
$3.28M 0.03%
300,299
-126,476
249
$3.22M 0.03%
179,509
+56,104
250
$3.2M 0.03%
180,480
8 9
10
11 12