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
$15.7B
AUM Growth
-$776M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
538
New
Increased
Reduced
Closed

Top Buys

1
+$75.8M
2
+$64M
3
+$24.5M
4
ABNB icon
Airbnb
ABNB
+$22.6M
5
BAC icon
Bank of America
BAC
+$21.9M

Top Sells

1
+$68.8M
2
+$48.4M
3
+$45.8M
4
PH icon
Parker-Hannifin
PH
+$43.2M
5
LMT icon
Lockheed Martin
LMT
+$36.2M

Sector Composition

1 Technology 21.31%
2 Financials 16.58%
3 Healthcare 12.84%
4 Industrials 11.37%
5 Communication Services 9.57%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$2.28M 0.01%
120,571
-30,800
252
$2.19M 0.01%
30,943
-1,500
253
$2.17M 0.01%
9,464
254
$2.11M 0.01%
182,600
-16,900
255
$2.1M 0.01%
9,702
256
$2.1M 0.01%
37,652
257
$2.06M 0.01%
183,739
-80,600
258
$2.02M 0.01%
10,965
+400
259
$1.99M 0.01%
40,598
-6,500
260
$1.95M 0.01%
5,000
261
$1.94M 0.01%
30,935
-200
262
$1.93M 0.01%
15,500
+400
263
$1.87M 0.01%
74,301
+1,500
264
$1.87M 0.01%
22,270
-700
265
$1.82M 0.01%
39,540
-560
266
$1.81M 0.01%
40,148
267
$1.8M 0.01%
23,130
268
$1.78M 0.01%
18,530
269
$1.74M 0.01%
12,275
+530
270
$1.69M 0.01%
4,900
+900
271
$1.67M 0.01%
16,717
272
$1.67M 0.01%
153,350
+11,200
273
$1.66M 0.01%
7,939
+352
274
$1.62M 0.01%
3,329
275
$1.54M 0.01%
7,195
-155
9 10
11
12 13