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
$16.3B
AUM Growth
-$457M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
409
New
Increased
Reduced
Closed

Top Buys

1 +$43.3M
2 +$38.8M
3 +$28.8M
4
DE icon
Deere & Co
DE
+$27M
5
GOOG icon
Alphabet (Google) Class C
GOOG
+$24.6M

Top Sells

1 +$63.9M
2 +$36.6M
3 +$35.4M
4
LUV icon
Southwest Airlines
LUV
+$31.9M
5
RTX icon
RTX Corp
RTX
+$26.4M

Sector Composition

1 Technology 23.4%
2 Financials 15.5%
3 Industrials 11.5%
4 Healthcare 11.44%
5 Communication Services 9.23%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
226
$4.77M 0.03%
+200,000
227
$4.54M 0.03%
63,364
-300
228
$4.46M 0.03%
+200,040
229
$4.41M 0.03%
24,156
230
$4.21M 0.03%
31,711
-4,025
231
$3.79M 0.02%
14,668
-1,575
232
$3.62M 0.02%
18,656
-421
233
$3.48M 0.02%
31,225
-1,610
234
$3.43M 0.02%
11,188
-1,181
235
$3.36M 0.02%
12,094
-5,024
236
$3.11M 0.02%
173,020
+55,085
237
$2.98M 0.02%
9,390
-29
238
$2.9M 0.02%
3,647
-127
239
$2.88M 0.02%
9,523
240
$2.84M 0.02%
19,462
241
$2.75M 0.02%
65,145
+58,849
242
$2.6M 0.02%
8,525
-50
243
$2.49M 0.02%
5,011
-98
244
$2.39M 0.01%
50,334
-25,790
245
$2.36M 0.01%
1,036,801
+461,991
246
$2.36M 0.01%
5,426
-73
247
$2.28M 0.01%
27,931
+10,761
248
$2.26M 0.01%
37,764
+19,962
249
$2.24M 0.01%
114,844
250
$2.21M 0.01%
10,765
-179