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
$13.8B
AUM Growth
+$571M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
396
New
Increased
Reduced
Closed

Top Buys

1 +$38.9M
2 +$31.9M
3 +$17.4M
4
PINC
Premier
PINC
+$16.4M
5
SWK icon
Stanley Black & Decker
SWK
+$15.2M

Top Sells

1 +$53.6M
2 +$39.8M
3 +$37.4M
4
MSFT icon
Microsoft
MSFT
+$30M
5
WMT icon
Walmart
WMT
+$20.5M

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%
484
+85
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