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
$8.18B
AUM Growth
-$1.97B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
582
New
Increased
Reduced
Closed

Top Buys

1 +$36.7M
2 +$30.3M
3 +$22.9M
4
CRM icon
Salesforce
CRM
+$22.6M
5
YUMC icon
Yum China
YUMC
+$20.3M

Top Sells

1 +$94M
2 +$48.3M
3 +$33.3M
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$32.4M
5
RAMP icon
LiveRamp
RAMP
+$31.2M

Sector Composition

1 Technology 16.94%
2 Financials 15.79%
3 Healthcare 13.92%
4 Industrials 11.8%
5 Communication Services 10.94%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
251
$2.44M 0.03%
91,910
+21,694
252
$2.42M 0.03%
15,795
-400
253
$2.42M 0.03%
62,083
-20,907
254
$2.41M 0.03%
12,765
-247
255
-317,367
256
$2.38M 0.03%
36,027
-14,154
257
$2.37M 0.03%
16,095
-570
258
$2.3M 0.03%
16,230
-50
259
$2.28M 0.03%
38,231
+920
260
$2.28M 0.03%
24,625
261
$2.23M 0.03%
20,520
+725
262
$2.21M 0.03%
56,497
-40,764
263
$2.19M 0.03%
25,050
-192,000
264
$2.14M 0.03%
15,994
-5,347
265
$2.13M 0.03%
25,657
-3,875
266
$2.12M 0.03%
23,713
+554
267
$2.12M 0.03%
14,787
268
$2.09M 0.03%
272,684
-113,683
269
$2.07M 0.03%
22,041
+10,508
270
$2.06M 0.03%
+99,700
271
$2.02M 0.02%
36,331
-3,357
272
$2M 0.02%
20,946
+2,820
273
$1.95M 0.02%
163,753
-54,494
274
$1.95M 0.02%
21,804
-8,950
275
$1.93M 0.02%
56,292
-257