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
$13.2B
AUM Growth
-$601M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
395
New
Increased
Reduced
Closed

Top Buys

1
+$95.6M
2
+$44.6M
3
+$35.7M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$27.8M
5
PFE icon
Pfizer
PFE
+$21.6M

Top Sells

1
+$26M
2
+$23M
3
+$22.5M
4
KLAC icon
KLA
KLAC
+$21.2M
5
LESL icon
Leslie's
LESL
+$20.3M

Sector Composition

1 Technology 22.34%
2 Financials 16.22%
3 Healthcare 13.02%
4 Industrials 11.34%
5 Communication Services 8.34%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$1.45M 0.01%
2,870
+303
252
$1.45M 0.01%
9,464
253
$1.42M 0.01%
2,791
+47
254
$1.4M 0.01%
13,312
+183
255
$1.37M 0.01%
84,702
-35,898
256
$1.35M 0.01%
12,986
-1,400
257
$1.31M 0.01%
24,823
+9,023
258
$1.29M 0.01%
6,214
259
$1.28M 0.01%
9,275
260
$1.23M 0.01%
4,196
261
$1.2M 0.01%
4,530
+191
262
$1.17M 0.01%
10,430
263
$1.16M 0.01%
67,759
264
$1.15M 0.01%
4,221
-30
265
$1.15M 0.01%
2,140
-71
266
$1.13M 0.01%
51,000
+29,500
267
$1.11M 0.01%
25,570
+5,090
268
$1.08M 0.01%
5,379
269
$1.05M 0.01%
11,147
270
$1.04M 0.01%
8,513
271
$1.01M 0.01%
11,821
+3,500
272
$1M 0.01%
9,193
273
$983K 0.01%
9,133
-300
274
$968K 0.01%
24,696
+15
275
$948K 0.01%
5,595
9 10
11
12 13