FWIA

Fort Washington Investment Advisors Portfolio holdings

AUM $18.8B
1-Year Est. Return 21.18%
This Quarter Est. Return
1 Year Est. Return
+21.18%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$13.2B
AUM Growth
-$601M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
395
New
Increased
Reduced
Closed

Top Buys

1
+$95.6M
2
+$44.6M
3
+$35.7M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$27.8M
5
PFE icon
Pfizer
PFE
+$21.6M

Top Sells

1
+$26M
2
+$23M
3
+$22.5M
4
KLAC icon
KLA
KLAC
+$21.2M
5
LESL icon
Leslie's
LESL
+$20.3M

Sector Composition

1 Technology 22.34%
2 Financials 16.22%
3 Healthcare 13.02%
4 Industrials 11.34%
5 Communication Services 8.34%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$3.08M 0.02%
19,738
-43
227
$2.93M 0.02%
46,183
+20,240
228
$2.91M 0.02%
13,225
+303
229
$2.7M 0.02%
6,204
-105
230
$2.67M 0.02%
38,714
-100
231
$2.45M 0.02%
25,647
-1,100
232
$2.14M 0.02%
19,105
233
$2.05M 0.02%
29,500
-847
234
$2.03M 0.02%
57,187
-70,000
235
$2.01M 0.02%
+82,300
236
$1.97M 0.01%
37,652
237
$1.94M 0.01%
57,450
-87,044
238
$1.81M 0.01%
20,855
-182
239
$1.78M 0.01%
114,844
240
$1.77M 0.01%
7,300
241
$1.75M 0.01%
43,292
242
$1.68M 0.01%
179,000
+154,000
243
$1.64M 0.01%
13,671
-46
244
$1.6M 0.01%
6,930
-171
245
$1.54M 0.01%
18,904
246
$1.52M 0.01%
7,307
247
$1.52M 0.01%
492
+8
248
$1.51M 0.01%
7,534
-25
249
$1.5M 0.01%
23,910
250
$1.47M 0.01%
7,291
+608
8 9
10
11 12