FWIA

Fort Washington Investment Advisors Portfolio holdings

AUM $18.8B
1-Year Est. Return 21.18%
This Quarter Est. Return
1 Year Est. Return
+21.18%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$9.89B
AUM Growth
+$230M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
585
New
Increased
Reduced
Closed

Top Buys

1
+$99.1M
2
+$67.8M
3
+$56.5M
4
KMI icon
Kinder Morgan
KMI
+$18.4M
5
SFM icon
Sprouts Farmers Market
SFM
+$18.3M

Top Sells

1
+$92.4M
2
+$88.6M
3
+$48.5M
4
BKNG icon
Booking.com
BKNG
+$26.8M
5
IWS icon
iShares Russell Mid-Cap Value ETF
IWS
+$26M

Sector Composition

1 Technology 16.16%
2 Financials 14.77%
3 Healthcare 12.53%
4 Industrials 11.72%
5 Consumer Discretionary 10.21%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$3.2M 0.03%
216,958
+71
252
$3.18M 0.03%
51,133
-10,509
253
– –
0
254
$3.15M 0.03%
30,754
255
$3.14M 0.03%
88,166
256
$3.14M 0.03%
48,085
257
$3.12M 0.03%
48,981
+6,400
258
$3.12M 0.03%
16,130
+305
259
$3.07M 0.03%
60,821
+4,510
260
$3.06M 0.03%
170,511
+56,300
261
$3.04M 0.03%
210,743
+69,600
262
$3.02M 0.03%
15,365
-11,200
263
$2.97M 0.03%
38,644
264
$2.89M 0.03%
369,234
+125,000
265
$2.85M 0.03%
389,000
266
$2.83M 0.03%
12,483
+2,000
267
$2.83M 0.03%
21,241
268
$2.79M 0.03%
35,084
-889
269
$2.77M 0.03%
40,485
270
$2.67M 0.03%
+11,000
271
$2.62M 0.03%
40,204
272
$2.61M 0.03%
22,188
-5,438
273
$2.59M 0.03%
31,055
-1,225
274
$2.58M 0.03%
33,119
275
$2.57M 0.03%
30,000
9 10
11
12 13