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
$16.7B
AUM Growth
+$296M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
418
New
Increased
Reduced
Closed

Top Buys

1 +$68.6M
2 +$51.6M
3 +$35.9M
4
LIN icon
Linde
LIN
+$33.5M
5
SMMD icon
iShares Russell 2500 ETF
SMMD
+$29.1M

Top Sells

1 +$46.2M
2 +$40.4M
3 +$36.5M
4
RTX icon
RTX Corp
RTX
+$27.3M
5
ETR icon
Entergy
ETR
+$21.9M

Sector Composition

1 Technology 24.92%
2 Financials 15.49%
3 Industrials 11.14%
4 Healthcare 10.56%
5 Communication Services 9.64%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
226
$3.98M 0.02%
12,369
-439
227
$3.96M 0.02%
63,664
-3,116
228
$3.85M 0.02%
17,118
-88,933
229
$3.74M 0.02%
19,077
-1,500
230
$3.63M 0.02%
36,110
-21,255
231
$3.54M 0.02%
76,124
-8,626
232
$3.41M 0.02%
39,941
-1,127
233
$3.2M 0.02%
32,835
-1,090
234
$3.15M 0.02%
9,419
235
$3.01M 0.02%
19,462
+5,022
236
$2.91M 0.02%
60,856
237
$2.85M 0.02%
8,575
238
$2.66M 0.02%
5,109
+507
239
$2.63M 0.02%
9,523
+297
240
$2.63M 0.02%
25,456
+23,312
241
$2.51M 0.02%
10,944
-160
242
$2.45M 0.01%
15,342
+368
243
$2.42M 0.01%
114,844
244
$2.07M 0.01%
3,960
245
$2.05M 0.01%
+145,070
246
$2.03M 0.01%
5,499
-675
247
$1.97M 0.01%
5,476
+707
248
$1.97M 0.01%
574,810
+282,000
249
$1.91M 0.01%
11,147
250
$1.78M 0.01%
4,440
-20