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
$16.5B
AUM Growth
+$878M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
531
New
Increased
Reduced
Closed

Top Buys

1 +$129M
2 +$56.7M
3 +$48.7M
4
BMY icon
Bristol-Myers Squibb
BMY
+$45.3M
5
SYY icon
Sysco
SYY
+$22.9M

Top Sells

1 +$81.6M
2 +$66.4M
3 +$60.1M
4
JLL icon
Jones Lang LaSalle
JLL
+$51M
5
MSFT icon
Microsoft
MSFT
+$49.3M

Sector Composition

1 Technology 22.12%
2 Financials 15.67%
3 Healthcare 12.12%
4 Industrials 11.7%
5 Communication Services 10.95%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
251
$2.71M 0.02%
264,339
252
$2.62M 0.02%
88,920
-1,240
253
$2.52M 0.02%
46,856
+1,720
254
$2.48M 0.02%
13,549
-4,917
255
$2.4M 0.01%
151,371
+13,200
256
$2.37M 0.01%
8,570
-18
257
$2.31M 0.01%
22,800
+20,600
258
$2.28M 0.01%
212,532
259
$2.22M 0.01%
+37,652
260
$2.21M 0.01%
10,565
+1,140
261
$2.19M 0.01%
47,098
+3,000
262
$2.15M 0.01%
23,130
263
$2.08M 0.01%
11,745
+149
264
$2.06M 0.01%
31,135
-100
265
$2.02M 0.01%
199,500
+142,000
266
$1.98M 0.01%
40,100
+8,338
267
$1.96M 0.01%
40,148
+1,000
268
$1.95M 0.01%
15,100
+114
269
$1.91M 0.01%
32,443
+25,000
270
$1.88M 0.01%
9,702
271
$1.87M 0.01%
7,587
-49
272
$1.87M 0.01%
5,000
-100
273
$1.83M 0.01%
96,500
+15,000
274
$1.82M 0.01%
5,065
+70
275
$1.74M 0.01%
6,745
-375