FWIA

Fort Washington Investment Advisors Portfolio holdings

AUM $18.1B
1-Year Est. Return 18.25%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+18.25%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$16.7B
AUM Growth
+$296M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
418
New
Increased
Reduced
Closed

Top Buys

1 +$76.5M
2 +$55M
3 +$36.5M
4
MS icon
Morgan Stanley
MS
+$35.2M
5
SMMD icon
iShares Russell 2500 ETF
SMMD
+$29.9M

Top Sells

1 +$46.8M
2 +$41.2M
3 +$36.5M
4
RTX icon
RTX Corp
RTX
+$28.5M
5
COR icon
Cencora
COR
+$20.9M

Sector Composition

1 Technology 24.92%
2 Financials 15.49%
3 Industrials 11.14%
4 Healthcare 10.56%
5 Communication Services 9.64%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
276
$1.15M 0.01%
5,946
277
$1.13M 0.01%
38,533
278
$1.13M 0.01%
9,340
+6,255
279
$1.1M 0.01%
10,402
280
$1.05M 0.01%
1,644
+164
281
$1M 0.01%
8,692
-396
282
$963K 0.01%
17,802
283
$923K 0.01%
3,843
+14
284
$911K 0.01%
5,379
285
$883K 0.01%
10,765
286
$876K 0.01%
3,455
-2,799
287
$818K ﹤0.01%
22,300
288
$813K ﹤0.01%
8,389
-33
289
$811K ﹤0.01%
4,458
-400
290
$797K ﹤0.01%
29,500
291
$796K ﹤0.01%
18,210
292
$771K ﹤0.01%
3,120
-750
293
$760K ﹤0.01%
10,173
294
$731K ﹤0.01%
14,141
-400
295
$730K ﹤0.01%
9,502
-826
296
$711K ﹤0.01%
5,380
-150
297
$681K ﹤0.01%
1
298
$641K ﹤0.01%
+11,800
299
$625K ﹤0.01%
8,090
-600
300
$619K ﹤0.01%
1,534
-19