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
$13B
AUM Growth
-$2.71B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
517
New
Increased
Reduced
Closed

Top Buys

1
+$52.3M
2
+$28.1M
3
+$19.8M
4
BAC icon
Bank of America
BAC
+$13.9M
5
WBD icon
Warner Bros
WBD
+$13.6M

Top Sells

1
+$112M
2
+$44.9M
3
+$44.3M
4
RTX icon
RTX Corp
RTX
+$42.2M
5
LQD icon
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
+$40.5M

Sector Composition

1 Technology 21.02%
2 Financials 17.06%
3 Healthcare 13.71%
4 Industrials 11.7%
5 Communication Services 9.05%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$1.67M 0.01%
28,021
-12,600
252
$1.62M 0.01%
38,815
-725
253
$1.48M 0.01%
97,450
-11,220
254
$1.45M 0.01%
7,929
-10
255
$1.44M 0.01%
16,017
-700
256
$1.41M 0.01%
7,195
257
$1.38M 0.01%
47,287
-54,631
258
$1.35M 0.01%
11,147
259
$1.33M 0.01%
2,454
-57
260
$1.32M 0.01%
3,425
261
$1.32M 0.01%
9,464
262
$1.32M 0.01%
27,550
-13,048
263
$1.3M 0.01%
4,281
264
$1.29M 0.01%
32,178
-7,970
265
$1.28M 0.01%
23,130
266
$1.28M 0.01%
3,329
267
$1.23M 0.01%
346,948
268
$1.23M 0.01%
36,899
269
$1.18M 0.01%
6,745
270
$1.16M 0.01%
9,883
271
$1.15M 0.01%
3,127
+1,358
272
$1.13M 0.01%
8,513
273
$1.11M 0.01%
7,400
+100
274
$1.1M 0.01%
40,900
+26,200
275
$1.07M 0.01%
13,436
9 10
11
12 13