FWIA

Fort Washington Investment Advisors Portfolio holdings

AUM $18.1B
1-Year Est. Return 18.25%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+18.25%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$13.8B
AUM Growth
+$571M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
396
New
Increased
Reduced
Closed

Top Buys

1 +$41.4M
2 +$30.2M
3 +$16.9M
4
CR icon
Crane Co
CR
+$15M
5
SSB icon
SouthState Bank Corp
SSB
+$14.7M

Top Sells

1 +$46.6M
2 +$39.2M
3 +$34.9M
4
MSFT icon
Microsoft
MSFT
+$27.6M
5
WMT icon
Walmart Inc
WMT
+$19.8M

Sector Composition

1 Technology 23.73%
2 Financials 15.62%
3 Healthcare 12.93%
4 Industrials 11.87%
5 Communication Services 8.25%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
251
$1.42M 0.01%
13,717
-665
252
$1.41M 0.01%
7,307
253
$1.4M 0.01%
6,214
-98
254
$1.4M 0.01%
7,559
-223
255
$1.37M 0.01%
9,193
256
$1.34M 0.01%
5,379
257
$1.34M 0.01%
2,744
+281
258
$1.34M 0.01%
9,275
259
$1.34M 0.01%
2,567
+210
260
$1.31M 0.01%
18,904
261
$1.31M 0.01%
12,100
+2,125
262
$1.3M 0.01%
4,251
-1,057
263
$1.29M 0.01%
17,030
264
$1.23M 0.01%
6,683
+430
265
$1.2M 0.01%
8,513
266
$1.19M 0.01%
4,339
267
$1.14M 0.01%
4,857
268
$1.14M 0.01%
11,147
269
$1.14M 0.01%
21,983
-721,821
270
$1.11M 0.01%
5,519
-198,157
271
$1.07M 0.01%
12,070
272
$1.07M 0.01%
9,433
-150
273
$1.04M 0.01%
5,595
-60
274
$1.04M 0.01%
2,211
-152
275
$1.03M 0.01%
+67,759