FWIA

Fort Washington Investment Advisors Portfolio holdings

AUM $18.8B
1-Year Est. Return 21.18%
This Quarter Est. Return
1 Year Est. Return
+21.18%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$13B
AUM Growth
-$2.71B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
517
New
Increased
Reduced
Closed

Top Buys

1
+$52.3M
2
+$28.1M
3
+$19.8M
4
BAC icon
Bank of America
BAC
+$13.9M
5
WBD icon
Warner Bros
WBD
+$13.6M

Top Sells

1
+$112M
2
+$44.9M
3
+$44.3M
4
RTX icon
RTX Corp
RTX
+$42.2M
5
LQD icon
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
+$40.5M

Sector Composition

1 Technology 21.02%
2 Financials 17.06%
3 Healthcare 13.71%
4 Industrials 11.7%
5 Communication Services 9.05%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$1.06M 0.01%
20,860
+2,000
277
$1.06M 0.01%
166,971
+12,000
278
$1.06M 0.01%
2,217
279
$1.05M 0.01%
15,687
+11,746
280
$1.04M 0.01%
13,018
+10,086
281
$1.02M 0.01%
5,065
282
$983K 0.01%
6,240
283
$976K 0.01%
5,616
-19,197
284
$967K 0.01%
113,800
285
$951K 0.01%
12,250
286
$919K 0.01%
5,824
287
$916K 0.01%
10,140
288
$883K 0.01%
9,757
+1,600
289
$879K 0.01%
+23,602
290
$870K 0.01%
5,655
-75
291
$860K 0.01%
3,933
292
$854K 0.01%
7,344
293
$823K 0.01%
1,756
294
$814K 0.01%
9,836
+2,000
295
$768K 0.01%
12,636
296
$754K 0.01%
9,428
-115
297
$728K 0.01%
31,649
298
$717K 0.01%
8,548
+5,813
299
$716K 0.01%
623
300
$707K 0.01%
9,375
+1,341
10 11
12
13 14