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
$8.18B
AUM Growth
-$1.97B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
582
New
Increased
Reduced
Closed

Top Buys

1 +$36.7M
2 +$30.3M
3 +$22.9M
4
CRM icon
Salesforce
CRM
+$22.6M
5
YUMC icon
Yum China
YUMC
+$20.3M

Top Sells

1 +$94M
2 +$48.3M
3 +$33.3M
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$32.4M
5
RAMP icon
LiveRamp
RAMP
+$31.2M

Sector Composition

1 Technology 16.94%
2 Financials 15.79%
3 Healthcare 13.92%
4 Industrials 11.8%
5 Communication Services 10.94%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
301
$1.44M 0.02%
30,611
-105
302
$1.43M 0.02%
23,098
+827
303
$1.41M 0.02%
6,238
+448
304
$1.37M 0.02%
80,056
-32,373
305
$1.34M 0.02%
47,924
-19,607
306
$1.34M 0.02%
21,451
-670
307
$1.34M 0.02%
66,462
308
$1.3M 0.02%
34,648
-14,867
309
$1.28M 0.02%
22,053
-3,450
310
$1.21M 0.01%
18,564
-7,613
311
$1.2M 0.01%
20,571
-573
312
$1.2M 0.01%
32,705
-1,490
313
$1.19M 0.01%
26,769
-3,078
314
$1.16M 0.01%
10,896
+600
315
$1.16M 0.01%
24,264
-340
316
$1.13M 0.01%
44,636
-300
317
$1.13M 0.01%
36,290
+2,684
318
$1.08M 0.01%
68,025
319
$1.06M 0.01%
14,990
-6,140
320
$1.06M 0.01%
88,850
-16,575
321
$1.05M 0.01%
19,663
-6,176
322
$1.02M 0.01%
23,216
-9,504
323
$1.02M 0.01%
11,600
+1,400
324
$1M 0.01%
25,917
+2,200
325
$993K 0.01%
39,900
+10,000