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
$6.24B
AUM Growth
+$254M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
503
New
Increased
Reduced
Closed

Top Buys

1
+$69.4M
2
+$58.1M
3
+$41.1M
4
ROP icon
Roper Technologies
ROP
+$19.9M
5
BMY icon
Bristol-Myers Squibb
BMY
+$13.9M

Top Sells

1
+$99.5M
2
+$51.4M
3
+$39.1M
4
MDLZ icon
Mondelez International
MDLZ
+$14M
5
BTZ icon
BlackRock Credit Allocation Income Trust
BTZ
+$8.32M

Sector Composition

1 Financials 15.04%
2 Technology 14.76%
3 Industrials 12.76%
4 Healthcare 11.67%
5 Consumer Discretionary 7.9%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$1.6M 0.03%
13,985
252
$1.59M 0.03%
18,138
-1,900
253
$1.59M 0.03%
13,229
+985
254
$1.59M 0.03%
+65,100
255
$1.58M 0.03%
16,152
-96
256
$1.57M 0.03%
28,445
-2,497
257
$1.57M 0.03%
113,312
-2,500
258
$1.55M 0.02%
4,008
-285
259
$1.55M 0.02%
17,835
+839
260
$1.55M 0.02%
28,831
-2,802
261
$1.53M 0.02%
31,982
+6,175
262
$1.52M 0.02%
44,380
-2,050
263
$1.51M 0.02%
12,295
-249
264
$1.5M 0.02%
38,105
-6,580
265
$1.46M 0.02%
33,905
+1,530
266
$1.46M 0.02%
+35,780
267
$1.44M 0.02%
18,604
+80
268
$1.43M 0.02%
21,870
-3,000
269
$1.42M 0.02%
6,434
-150
270
$1.41M 0.02%
27,088
+8,088
271
$1.4M 0.02%
30,519
-1,407
272
$1.39M 0.02%
47,659
273
$1.38M 0.02%
23,516
-22,419
274
$1.38M 0.02%
19,520
-8,096
275
$1.38M 0.02%
98,900
-2,650
9 10
11
12 13