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
$13.2B
AUM Growth
-$601M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
395
New
Increased
Reduced
Closed

Top Buys

1
+$95.6M
2
+$44.6M
3
+$35.7M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$27.8M
5
PFE icon
Pfizer
PFE
+$21.6M

Top Sells

1
+$26M
2
+$23M
3
+$22.5M
4
KLAC icon
KLA
KLAC
+$21.2M
5
LESL icon
Leslie's
LESL
+$20.3M

Sector Composition

1 Technology 22.34%
2 Financials 16.22%
3 Healthcare 13.02%
4 Industrials 11.34%
5 Communication Services 8.34%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$945K 0.01%
19,665
+7,730
277
$928K 0.01%
12,070
278
$890K 0.01%
4,857
279
$872K 0.01%
10,765
280
$842K 0.01%
8,928
-300
281
$820K 0.01%
11,346
+2,673
282
$815K 0.01%
3,823
-1,696
283
$743K 0.01%
11,410
-5,620
284
$739K 0.01%
9,296
285
$734K 0.01%
5,982
+158
286
$732K 0.01%
16,383
-5,600
287
$729K 0.01%
8,391
288
$724K 0.01%
14,530
289
$702K 0.01%
5,740
-120
290
$697K 0.01%
7,548
291
$692K 0.01%
57,768
-92,500
292
$683K 0.01%
22,300
293
$678K 0.01%
1,740
-500
294
$675K 0.01%
38,533
295
$653K ﹤0.01%
6,762
296
$649K ﹤0.01%
8,640
+150
297
$631K ﹤0.01%
12,586
298
$611K ﹤0.01%
1,390
-75
299
$591K ﹤0.01%
12,460
300
$578K ﹤0.01%
15,236
-419
10 11
12
13 14