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
$9.89B
AUM Growth
+$230M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
585
New
Increased
Reduced
Closed

Top Buys

1 +$99.1M
2 +$67.8M
3 +$56.5M
4
KMI icon
Kinder Morgan
KMI
+$18.4M
5
SFM icon
Sprouts Farmers Market
SFM
+$18.3M

Top Sells

1 +$92.4M
2 +$88.6M
3 +$48.5M
4
BKNG icon
Booking.com
BKNG
+$26.8M
5
IWS icon
iShares Russell Mid-Cap Value ETF
IWS
+$26M

Sector Composition

1 Technology 16.18%
2 Financials 14.77%
3 Healthcare 12.53%
4 Industrials 11.71%
5 Consumer Discretionary 10.21%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
276
$2.55M 0.03%
30,489
-2,242
277
$2.52M 0.03%
14,787
278
$2.51M 0.03%
17,430
-420
279
$2.51M 0.03%
32,941
280
$2.48M 0.03%
35,911
+3,106
281
$2.45M 0.02%
40,418
-612
282
$2.42M 0.02%
17,217
-160
283
$2.39M 0.02%
39,195
-1,170
284
$2.39M 0.02%
56,530
-525
285
$2.32M 0.02%
23,734
-1,160
286
$2.32M 0.02%
21,277
-216
287
$2.29M 0.02%
112,429
288
$2.26M 0.02%
20,920
+1,650
289
$2.22M 0.02%
93,194
-211,922
290
$2.22M 0.02%
24,625
291
$2.16M 0.02%
89,269
+8,998
292
$2.12M 0.02%
21,026
+1,380
293
$2.05M 0.02%
47,385
-3,399
294
$2.01M 0.02%
34,690
-3,544
295
$1.98M 0.02%
56,367
-175
296
$1.97M 0.02%
14,184
-2,153
297
$1.95M 0.02%
20,000
298
$1.95M 0.02%
26,145
-900
299
$1.94M 0.02%
29,511
+3,600
300
$1.93M 0.02%
8,122
-204