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
$12B
AUM Growth
-$1.07B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
426
New
Increased
Reduced
Closed

Top Buys

1 +$95.5M
2 +$47.7M
3 +$31.8M
4
SWK icon
Stanley Black & Decker
SWK
+$23.4M
5
LCF icon
Touchstone US Large Cap Focused ETF
LCF
+$22.4M

Top Sells

1 +$34.6M
2 +$31.3M
3 +$28.9M
4
MSFT icon
Microsoft
MSFT
+$27.6M
5
GOOG icon
Alphabet (Google) Class C
GOOG
+$26.8M

Sector Composition

1 Technology 20.07%
2 Financials 17.43%
3 Healthcare 13.61%
4 Industrials 12.11%
5 Consumer Discretionary 8.6%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
276
$1.08M 0.01%
20,750
+6,800
277
$1.06M 0.01%
9,883
278
$1.04M 0.01%
8,513
279
$1.04M 0.01%
29,738
-2,440
280
$1.03M 0.01%
15,687
281
$1.01M 0.01%
37,774
+875
282
$992K 0.01%
346,948
283
$974K 0.01%
6,240
284
$971K 0.01%
13,236
-200
285
$943K 0.01%
5,030
-35
286
$938K 0.01%
5,616
287
$936K 0.01%
10,140
288
$909K 0.01%
3,304
+177
289
$907K 0.01%
12,918
-100
290
$900K 0.01%
12,250
291
$879K 0.01%
+7,867
292
$870K 0.01%
5,824
293
$865K 0.01%
97,300
-16,500
294
$831K 0.01%
10,236
+400
295
$817K 0.01%
5,655
296
$729K 0.01%
9,516
+141
297
$728K 0.01%
4,542
298
$714K 0.01%
12,130
299
$714K 0.01%
9,428
300
$704K 0.01%
8,909
-260