FWIA

Fort Washington Investment Advisors Portfolio holdings

AUM $18.1B
1-Year Est. Return 18.25%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+18.25%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$13.8B
AUM Growth
+$571M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
396
New
Increased
Reduced
Closed

Top Buys

1
+$41.4M
2
+$30.2M
3
+$16.9M
4
CR icon
Crane Co
CR
+$15M
5
SSB icon
SouthState Bank Corp
SSB
+$14.7M

Top Sells

1
+$46.6M
2
+$39.2M
3
+$34.9M
4
MSFT icon
Microsoft
MSFT
+$27.6M
5
WMT icon
Walmart Inc
WMT
+$19.8M

Sector Composition

1 Technology 23.73%
2 Financials 15.62%
3 Healthcare 12.93%
4 Industrials 11.87%
5 Communication Services 8.25%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$3.36M 0.02%
242,669
227
$3.24M 0.02%
255,296
+10,000
228
$2.95M 0.02%
26,747
+36
229
$2.81M 0.02%
38,814
-1,184
230
$2.8M 0.02%
6,309
-200
231
$2.75M 0.02%
12,922
+28
232
$2.39M 0.02%
90,604
-69,408
233
$2.21M 0.02%
30,347
-150
234
$2.15M 0.02%
19,105
235
$2.12M 0.02%
21,037
-2,693
236
$2.05M 0.01%
37,652
237
$2M 0.01%
114,844
238
$1.79M 0.01%
120,600
-65,000
239
$1.78M 0.01%
7,101
-402
240
$1.75M 0.01%
7,300
-100
241
$1.74M 0.01%
150,268
+24,000
242
$1.67M 0.01%
9,464
243
$1.66M 0.01%
43,292
244
$1.6M 0.01%
25,943
+10,208
245
$1.55M 0.01%
14,386
-333
246
$1.54M 0.01%
23,910
247
$1.52M 0.01%
10,430
248
$1.44M 0.01%
23,150
-11,700
249
$1.43M 0.01%
4,196
-35
250
$1.43M 0.01%
13,129
8 9
10
11 12