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
$4.8B
AUM Growth
-$350M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
464
New
Increased
Reduced
Closed

Top Buys

1 +$54.8M
2 +$28.5M
3 +$22.1M
4
GE icon
GE Aerospace
GE
+$16.7M
5
AGCO icon
AGCO
AGCO
+$15.4M

Top Sells

1 +$44.6M
2 +$23M
3 +$19.6M
4
C icon
Citigroup
C
+$19.6M
5
MSFT icon
Microsoft
MSFT
+$18.9M

Sector Composition

1 Energy 18.13%
2 Financials 16.49%
3 Industrials 11.1%
4 Technology 10.07%
5 Consumer Staples 9.98%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
276
$950K 0.02%
18,600
-24,600
277
$946K 0.02%
+7,425
278
$937K 0.02%
25,400
-1,200
279
$917K 0.02%
33,400
+3,300
280
$889K 0.02%
100,500
+14,800
281
$888K 0.02%
16,780
-117,133
282
$884K 0.02%
36,120
-427,700
283
$883K 0.02%
9,250
+350
284
$871K 0.02%
10,410
+940
285
$866K 0.02%
+61,172
286
$844K 0.02%
14,535
+4,005
287
$832K 0.02%
8,405
-305
288
$819K 0.02%
81,750
-10,500
289
$814K 0.02%
11,285
+750
290
$806K 0.02%
34,750
-600
291
$806K 0.02%
12,132
-115,768
292
$798K 0.02%
3,170
+2,370
293
$796K 0.02%
17,609
+4,679
294
$785K 0.02%
12,380
-3,675
295
$770K 0.02%
6,350
-75
296
$760K 0.02%
21,027
-182,817
297
$754K 0.02%
13,800
-700
298
$742K 0.02%
15,000
299
$741K 0.02%
7,700
-260
300
$740K 0.02%
33,053
-1,800