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
$4.8B
AUM Growth
-$350M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
464
New
Increased
Reduced
Closed

Top Buys

1 +$54.8M
2 +$28.5M
3 +$22.1M
4
GE icon
GE Aerospace
GE
+$16.7M
5
AGCO icon
AGCO
AGCO
+$15.4M

Top Sells

1 +$44.6M
2 +$23M
3 +$19.6M
4
C icon
Citigroup
C
+$19.6M
5
MSFT icon
Microsoft
MSFT
+$18.9M

Sector Composition

1 Energy 18.13%
2 Financials 16.49%
3 Industrials 11.1%
4 Technology 10.07%
5 Consumer Staples 9.98%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
301
$738K 0.02%
16,915
-3,200
302
$715K 0.01%
20,200
+2,000
303
$709K 0.01%
6,495
304
$699K 0.01%
65,391
+32,250
305
$696K 0.01%
+14,600
306
$690K 0.01%
19,000
+1,250
307
$675K 0.01%
25,600
+2,600
308
$661K 0.01%
22,300
-700
309
$630K 0.01%
12,750
+340
310
$625K 0.01%
+34,900
311
$620K 0.01%
98
-8
312
$599K 0.01%
39,850
+200
313
$598K 0.01%
5,975
314
$597K 0.01%
9,588
-224
315
$589K 0.01%
9,760
+6,300
316
$582K 0.01%
7,135
317
$582K 0.01%
+94,565
318
$579K 0.01%
+31,700
319
$569K 0.01%
17,400
-40,035
320
$560K 0.01%
12,677
+159
321
$555K 0.01%
5,640
322
$555K 0.01%
8,900
+4,300
323
$546K 0.01%
2,757
+76
324
$545K 0.01%
+49,700
325
$542K 0.01%
9,300
-1,400