FWIA

Fort Washington Investment Advisors Portfolio holdings

AUM $18.8B
1-Year Est. Return 21.15%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+21.15%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$6.46B
AUM Growth
+$116M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
531
New
Increased
Reduced
Closed

Top Buys

1 +$19.6M
2 +$16.4M
3 +$16.1M
4
OZK icon
Bank OZK
OZK
+$15.3M
5
PAGP icon
Plains GP Holdings
PAGP
+$6.5M

Top Sells

1 +$40M
2 +$20.5M
3 +$19.5M
4
RMP
Rice Midstream Partners LP
RMP
+$12.1M
5
AAPL icon
Apple
AAPL
+$11.8M

Sector Composition

1 Financials 14.92%
2 Technology 14.54%
3 Industrials 12.53%
4 Healthcare 11.11%
5 Communication Services 9.51%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
251
$1.57M 0.02%
+32,640
252
$1.55M 0.02%
83,930
-30,176
253
$1.52M 0.02%
24,205
+2,400
254
$1.51M 0.02%
338,320
-75,040
255
$1.49M 0.02%
33,132
-2,098
256
$1.47M 0.02%
23,181
-3,000
257
$1.47M 0.02%
18,282
+1,600
258
$1.44M 0.02%
10,830
-315
259
$1.44M 0.02%
79,653
-20,886
260
$1.42M 0.02%
29,465
261
$1.42M 0.02%
+50,290
262
$1.42M 0.02%
19,463
+370
263
$1.41M 0.02%
18,524
264
$1.4M 0.02%
92,600
+3,450
265
$1.39M 0.02%
+16,450
266
$1.39M 0.02%
98,985
-2,550
267
$1.38M 0.02%
9,928
-2,070
268
$1.34M 0.02%
15,576
-900
269
$1.32M 0.02%
92,734
-6,166
270
$1.32M 0.02%
19,217
+777
271
$1.3M 0.02%
25,390
+1,080
272
$1.3M 0.02%
22,050
-1,400
273
$1.25M 0.02%
+69,666
274
$1.25M 0.02%
113,276
+49,976
275
$1.24M 0.02%
11,613
-11,376