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
$9.89B
AUM Growth
+$230M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
585
New
Increased
Reduced
Closed

Top Buys

1
+$99.1M
2
+$67.8M
3
+$56.5M
4
KMI icon
Kinder Morgan
KMI
+$18.4M
5
SFM icon
Sprouts Farmers Market
SFM
+$18.3M

Top Sells

1
+$92.4M
2
+$88.6M
3
+$48.5M
4
BKNG icon
Booking.com
BKNG
+$26.8M
5
IWS icon
iShares Russell Mid-Cap Value ETF
IWS
+$26M

Sector Composition

1 Technology 16.18%
2 Financials 14.77%
3 Healthcare 12.53%
4 Industrials 11.71%
5 Consumer Discretionary 10.21%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
301
$1.92M 0.02%
26,178
-200
302
$1.88M 0.02%
17,139
+1,980
303
$1.86M 0.02%
81,450
304
$1.81M 0.02%
66,874
-26,862
305
$1.81M 0.02%
30,950
-1,250
306
$1.75M 0.02%
48,852
307
$1.74M 0.02%
26,465
308
$1.73M 0.02%
32,720
309
$1.69M 0.02%
4,749
+100
310
$1.68M 0.02%
17,523
-794
311
$1.65M 0.02%
22,271
312
$1.62M 0.02%
67,628
-500
313
$1.6M 0.02%
23,003
+2,032
314
$1.59M 0.02%
23,081
-312,281
315
$1.59M 0.02%
26,177
316
$1.59M 0.02%
126,475
-800
317
$1.55M 0.02%
21,130
-5,029
318
$1.53M 0.02%
22,116
+343
319
$1.53M 0.02%
74,900
-21,200
320
$1.51M 0.02%
25,940
321
$1.5M 0.02%
13,559
322
$1.43M 0.01%
5,865
323
$1.39M 0.01%
9,536
324
$1.36M 0.01%
6,557
+60
325
$1.35M 0.01%
13,400
+40
11 12
13
14 15