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
$4.8B
AUM Growth
-$350M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
464
New
Increased
Reduced
Closed

Top Buys

1 +$54.8M
2 +$28.5M
3 +$22.1M
4
GE icon
GE Aerospace
GE
+$16.7M
5
AGCO icon
AGCO
AGCO
+$15.4M

Top Sells

1 +$44.6M
2 +$23M
3 +$19.6M
4
C icon
Citigroup
C
+$19.6M
5
MSFT icon
Microsoft
MSFT
+$18.9M

Sector Composition

1 Energy 18.13%
2 Financials 16.49%
3 Industrials 11.1%
4 Technology 10.07%
5 Consumer Staples 9.98%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
251
$1.19M 0.02%
9,227
+55
252
$1.19M 0.02%
9,750
+530
253
$1.18M 0.02%
23,400
-5,400
254
$1.18M 0.02%
111,703
+14,561
255
$1.18M 0.02%
18,008
+6,545
256
$1.17M 0.02%
68,814
-6,653
257
$1.17M 0.02%
9,700
+4,850
258
$1.16M 0.02%
+45,255
259
$1.16M 0.02%
20,710
-9,535
260
$1.14M 0.02%
21,280
261
$1.13M 0.02%
42,193
-2,518
262
$1.12M 0.02%
28,588
+1,800
263
$1.12M 0.02%
32,800
-5,200
264
$1.12M 0.02%
50,900
+4,800
265
$1.11M 0.02%
7,380
+4,475
266
$1.1M 0.02%
68,375
+25
267
$1.09M 0.02%
57,975
-1,500
268
$1.09M 0.02%
+27,505
269
$1.07M 0.02%
12,233
-13,425
270
$1.06M 0.02%
43,700
+1,300
271
$1.03M 0.02%
74,773
+53,300
272
$1.02M 0.02%
23,350
273
$1.01M 0.02%
12,472
-2,160
274
$1M 0.02%
24,824
+500
275
$1M 0.02%
9,500
+300