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
$10.1B
AUM Growth
+$3.62B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
611
New
Increased
Reduced
Closed

Top Buys

1
+$92.1M
2
+$90.4M
3
+$72M
4
GOOG icon
Alphabet (Google) Class C
GOOG
+$69M
5
V icon
Visa
V
+$59.3M

Top Sells

1
+$80.2M
2
+$21.9M
3
+$20.8M
4
IGLB icon
iShares 10+ Year Investment Grade Corporate Bond ETF
IGLB
+$19.8M
5
MDLZ icon
Mondelez International
MDLZ
+$18.6M

Sector Composition

1 Technology 16.57%
2 Financials 15.55%
3 Healthcare 12.13%
4 Industrials 10.99%
5 Communication Services 9.6%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
301
$2.68M 0.03%
18,360
-200
302
$2.68M 0.03%
24,177
-2,400
303
$2.64M 0.03%
41,098
+1,698
304
$2.61M 0.03%
58,197
-7,888
305
$2.57M 0.03%
12,317
306
$2.57M 0.03%
26,106
-5,430
307
$2.55M 0.03%
109,192
+2,800
308
$2.54M 0.03%
38,961
309
$2.53M 0.03%
14,787
310
$2.52M 0.03%
132,804
311
$2.52M 0.03%
30,943
312
$2.5M 0.02%
62,408
313
$2.49M 0.02%
25,967
-750
314
$2.46M 0.02%
156,281
-21,750
315
$2.44M 0.02%
53,197
-6,521
316
$2.42M 0.02%
10,742
-770
317
$2.4M 0.02%
17,902
-1,825
318
$2.4M 0.02%
38,297
-199
319
$2.38M 0.02%
32,280
-500
320
– –
0
321
$2.37M 0.02%
59,409
-7,000
322
$2.37M 0.02%
106,337
+77,471
323
$2.35M 0.02%
+43,526
324
$2.3M 0.02%
78,831
325
– –
0
11 12
13
14 15