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
$6.24B
AUM Growth
+$254M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
503
New
Increased
Reduced
Closed

Top Buys

1
+$69.4M
2
+$58.1M
3
+$41.1M
4
ROP icon
Roper Technologies
ROP
+$19.9M
5
BMY icon
Bristol-Myers Squibb
BMY
+$13.9M

Top Sells

1
+$99.5M
2
+$51.4M
3
+$39.1M
4
MDLZ icon
Mondelez International
MDLZ
+$14M
5
BTZ icon
BlackRock Credit Allocation Income Trust
BTZ
+$8.32M

Sector Composition

1 Financials 15.04%
2 Technology 14.76%
3 Industrials 12.76%
4 Healthcare 11.67%
5 Consumer Discretionary 7.9%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$1.35M 0.02%
18,458
+55
277
$1.32M 0.02%
89,150
-400
278
$1.3M 0.02%
21,805
-1,629
279
$1.3M 0.02%
10,815
-74
280
$1.28M 0.02%
23,310
-1,062
281
$1.28M 0.02%
55,601
-125,160
282
$1.27M 0.02%
20,475
-7,577
283
$1.27M 0.02%
60,868
-2,700
284
$1.27M 0.02%
15,891
+91
285
$1.26M 0.02%
+23,140
286
$1.23M 0.02%
15,000
287
$1.22M 0.02%
36,845
-14,930
288
$1.21M 0.02%
16,200
+1,400
289
$1.18M 0.02%
12,500
+200
290
$1.15M 0.02%
25,709
+9
291
$1.15M 0.02%
15,615
+1,000
292
$1.15M 0.02%
38,825
-16,290
293
$1.11M 0.02%
15,226
+178
294
$1.11M 0.02%
16,675
295
$1.1M 0.02%
12,345
+303
296
$1.09M 0.02%
11,095
-359
297
$1.08M 0.02%
15,150
-732
298
$1.07M 0.02%
27,713
+1,455
299
$1.06M 0.02%
42,500
-100
300
$1.05M 0.02%
22,733
+1,650
10 11
12
13 14