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
$15.7B
AUM Growth
-$776M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
538
New
Increased
Reduced
Closed

Top Buys

1 +$75.8M
2 +$64M
3 +$24.5M
4
ABNB icon
Airbnb
ABNB
+$22.6M
5
BAC icon
Bank of America
BAC
+$21.9M

Top Sells

1 +$68.8M
2 +$48.4M
3 +$45.8M
4
PH icon
Parker-Hannifin
PH
+$43.2M
5
LMT icon
Lockheed Martin
LMT
+$36.2M

Sector Composition

1 Technology 21.31%
2 Financials 16.58%
3 Healthcare 12.84%
4 Industrials 11.37%
5 Communication Services 9.57%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
276
$1.53M 0.01%
5,065
277
$1.53M 0.01%
346,948
278
$1.49M 0.01%
3,425
+1,705
279
$1.48M 0.01%
2,511
-20
280
$1.47M 0.01%
25,700
+2,100
281
$1.46M 0.01%
11,147
282
$1.43M 0.01%
4,281
283
$1.38M 0.01%
13,436
-1,400
284
$1.37M 0.01%
13,765
-335
285
$1.36M 0.01%
6,745
286
$1.36M 0.01%
126,600
-8,400
287
$1.35M 0.01%
39,208
+900
288
$1.33M 0.01%
26,883
+12,340
289
$1.33M 0.01%
36,899
290
$1.31M 0.01%
154,971
+3,500
291
$1.27M 0.01%
29,800
-16,900
292
$1.27M 0.01%
9,883
-58
293
$1.2M 0.01%
35,600
+1,200
294
$1.19M 0.01%
7,300
295
$1.19M 0.01%
4,800
+200
296
$1.17M 0.01%
8,513
+1,440
297
$1.14M 0.01%
15,769
-1,030
298
$1.12M 0.01%
42,300
-300
299
$1.12M 0.01%
6,240
300
$1.1M 0.01%
113,800
+96,500