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
$9.66B
AUM Growth
-$428M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
609
New
Increased
Reduced
Closed

Top Buys

1
+$52.2M
2
+$20.6M
3
+$17.4M
4
SBUX icon
Starbucks
SBUX
+$16M
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$15.9M

Top Sells

1
+$92.8M
2
+$69.3M
3
+$31.5M
4
CMA icon
Comerica
CMA
+$28.3M
5
EQIX icon
Equinix
EQIX
+$23.2M

Sector Composition

1 Technology 16.9%
2 Financials 15.43%
3 Healthcare 12.29%
4 Industrials 11.15%
5 Consumer Discretionary 9.61%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$2.56M 0.03%
16,337
-4,451
277
$2.5M 0.03%
30,000
-66,962
278
$2.49M 0.03%
40,485
-7,232
279
$2.45M 0.03%
50,784
+17,578
280
$2.45M 0.03%
32,280
281
$2.44M 0.03%
40,365
+4,519
282
– –
0
283
$2.42M 0.03%
17,850
-510
284
$2.41M 0.03%
54,485
-3,712
285
$2.39M 0.02%
35,973
-2,324
286
$2.38M 0.02%
17,377
-525
287
$2.38M 0.02%
50,548
-2,649
288
$2.37M 0.02%
24,894
-1,212
289
$2.34M 0.02%
21,493
-2,684
290
$2.33M 0.02%
154,953
+137,953
291
$2.33M 0.02%
125,069
-22,905
292
$2.33M 0.02%
93,736
+32,870
293
$2.3M 0.02%
16,967
-1,599
294
– –
0
295
$2.29M 0.02%
52,749
-9,659
296
$2.29M 0.02%
32,941
-6,020
297
$2.24M 0.02%
32,805
+2,481
298
$2.16M 0.02%
123,405
+28,179
299
$2.16M 0.02%
112,429
-20,375
300
$2.13M 0.02%
38,234
-1,912
10 11
12
13 14