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
$9.45B
AUM Growth
+$35.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
516
New
Increased
Reduced
Closed

Top Buys

1
+$34M
2
+$23.3M
3
+$15.3M
4
VO icon
Vanguard Mid-Cap ETF
VO
+$15M
5
MDRX
Veradigm Inc. Common Stock
MDRX
+$10.9M

Top Sells

1
+$123M
2
+$105M
3
+$81.5M
4
DE icon
Deere & Co
DE
+$66.6M
5
MSFT icon
Microsoft
MSFT
+$51.4M

Sector Composition

1 Technology 21.23%
2 Financials 13.45%
3 Industrials 13.25%
4 Communication Services 12.2%
5 Consumer Discretionary 11.95%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$2.91M 0.03%
9,061
-643
252
$2.79M 0.03%
23,062
-160
253
$2.75M 0.03%
40,020
254
$2.56M 0.03%
60,407
-2,500
255
$2.5M 0.03%
13,826
+837
256
$2.47M 0.03%
104,300
+22,850
257
$2.45M 0.03%
+398,240
258
$2.42M 0.03%
120,941
-10,391
259
$2.41M 0.03%
18,896
260
$2.41M 0.03%
176,171
-36,100
261
$2.33M 0.02%
+121,113
262
$2.31M 0.02%
633,527
263
$2.3M 0.02%
200,000
264
$2.15M 0.02%
19,700
-77,100
265
$2.11M 0.02%
14,150
-1,050
266
$2.07M 0.02%
20,757
267
$2.04M 0.02%
34,844
-2,297
268
$2.01M 0.02%
114,844
269
$2.01M 0.02%
38,827
+300
270
$1.99M 0.02%
12,500
+400
271
$1.95M 0.02%
90,020
272
$1.93M 0.02%
11,939
+5,662
273
$1.91M 0.02%
309,778
-10,434
274
$1.91M 0.02%
26,204
+700
275
$1.84M 0.02%
212,532
9 10
11
12 13