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
$9.45B
AUM Growth
+$35.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
516
New
Increased
Reduced
Closed

Top Buys

1
+$34M
2
+$23.3M
3
+$15.3M
4
VO icon
Vanguard Mid-Cap ETF
VO
+$15M
5
MDRX
Veradigm Inc. Common Stock
MDRX
+$10.9M

Top Sells

1
+$123M
2
+$105M
3
+$81.5M
4
DE icon
Deere & Co
DE
+$66.6M
5
MSFT icon
Microsoft
MSFT
+$51.4M

Sector Composition

1 Technology 21.23%
2 Financials 13.45%
3 Industrials 13.25%
4 Communication Services 12.2%
5 Consumer Discretionary 11.95%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$1.8M 0.02%
12,896
+300
277
$1.78M 0.02%
8,744
-126
278
$1.66M 0.02%
40,850
-6,850
279
$1.55M 0.02%
31,010
-720
280
$1.52M 0.02%
16,412
+1,100
281
$1.52M 0.02%
6,628
-15,121
282
$1.5M 0.02%
20,000
283
$1.48M 0.02%
6,836
284
$1.48M 0.02%
8,760
285
$1.48M 0.02%
9,702
286
$1.47M 0.02%
24,953
-43,082
287
$1.47M 0.02%
17,236
288
$1.43M 0.02%
10,828
289
$1.41M 0.01%
1,975
+100
290
$1.34M 0.01%
4,920
291
$1.32M 0.01%
10,448
-500
292
$1.32M 0.01%
2,830
+350
293
$1.3M 0.01%
20,480
+286
294
$1.23M 0.01%
14,230
295
$1.22M 0.01%
1,846
-269
296
$1.22M 0.01%
3,329
297
$1.21M 0.01%
40,108
+500
298
$1.21M 0.01%
12,100
+400
299
$1.21M 0.01%
5,145
+575
300
$1.19M 0.01%
14,515
10 11
12
13 14