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
$16.7B
AUM Growth
+$296M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
418
New
Increased
Reduced
Closed

Top Buys

1
+$76.5M
2
+$55M
3
+$36.5M
4
MS icon
Morgan Stanley
MS
+$35.2M
5
SMMD icon
iShares Russell 2500 ETF
SMMD
+$29.9M

Top Sells

1
+$46.8M
2
+$41.2M
3
+$36.5M
4
RTX icon
RTX Corp
RTX
+$28.5M
5
COR icon
Cencora
COR
+$20.9M

Sector Composition

1 Technology 24.92%
2 Financials 15.49%
3 Industrials 11.14%
4 Healthcare 10.56%
5 Communication Services 9.64%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$1.78M 0.01%
117,935
252
$1.72M 0.01%
165,942
253
$1.72M 0.01%
2,226
+44
254
$1.71M 0.01%
7,384
-75
255
$1.71M 0.01%
34,045
256
$1.67M 0.01%
27,961
-875
257
$1.62M 0.01%
3,641
+33
258
$1.59M 0.01%
6,453
259
$1.5M 0.01%
11,916
-1,820
260
$1.49M 0.01%
18,904
261
$1.48M 0.01%
+59,500
262
$1.43M 0.01%
28,614
-3,518
263
$1.43M 0.01%
9,193
264
$1.42M 0.01%
19,710
+3,350
265
$1.41M 0.01%
11,883
+1,132
266
$1.39M 0.01%
4,174
267
$1.36M 0.01%
11,010
-582
268
$1.36M 0.01%
9,010
+622
269
$1.35M 0.01%
13,647
+879
270
$1.3M 0.01%
17,170
-337
271
$1.27M 0.01%
7,316
-297
272
$1.26M 0.01%
5,385
273
$1.24M 0.01%
6,926
-7,800
274
$1.18M 0.01%
10,700
275
$1.17M 0.01%
8,891
9 10
11
12 13