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
$8.18B
AUM Growth
-$1.97B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
582
New
Increased
Reduced
Closed

Top Buys

1
+$36.7M
2
+$30.3M
3
+$22.9M
4
CRM icon
Salesforce
CRM
+$22.6M
5
YUMC icon
Yum China
YUMC
+$20.3M

Top Sells

1
+$94M
2
+$48.3M
3
+$33.3M
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$32.4M
5
RAMP icon
LiveRamp
RAMP
+$31.2M

Sector Composition

1 Technology 16.94%
2 Financials 15.79%
3 Healthcare 13.92%
4 Industrials 11.8%
5 Communication Services 10.94%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
– –
-153,031
227
$3.09M 0.04%
45,052
-12,988
228
$3.02M 0.04%
19,206
229
$2.99M 0.04%
180,480
230
$2.98M 0.04%
419,000
231
– –
-180,928
232
$2.91M 0.04%
16,730
-4,311
233
$2.9M 0.04%
176,908
-153,764
234
$2.88M 0.04%
118,231
+89,231
235
$2.86M 0.04%
185,997
-833,799
236
$2.84M 0.03%
48,242
-59,642
237
$2.83M 0.03%
87,198
+71,898
238
$2.81M 0.03%
64,321
+1,360
239
$2.77M 0.03%
33,912
-13,918
240
$2.62M 0.03%
23,984
+2,765
241
$2.61M 0.03%
50,025
-550
242
$2.59M 0.03%
35,422
-68,776
243
$2.57M 0.03%
34,636
-40
244
$2.55M 0.03%
66,870
+43,826
245
$2.55M 0.03%
15,914
-6,507
246
$2.54M 0.03%
88,000
+43,000
247
$2.53M 0.03%
30,105
-100
248
$2.5M 0.03%
39,062
-3,586
249
$2.49M 0.03%
9,465
-309
250
$2.45M 0.03%
33,256
-14,829
8 9
10
11 12