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
$9.45B
AUM Growth
+$35.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
516
New
Increased
Reduced
Closed

Top Buys

1
+$34M
2
+$23.3M
3
+$15.3M
4
VO icon
Vanguard Mid-Cap ETF
VO
+$15M
5
MDRX
Veradigm Inc. Common Stock
MDRX
+$10.9M

Top Sells

1
+$123M
2
+$105M
3
+$81.5M
4
DE icon
Deere & Co
DE
+$66.6M
5
MSFT icon
Microsoft
MSFT
+$51.4M

Sector Composition

1 Technology 21.23%
2 Financials 13.45%
3 Industrials 13.25%
4 Communication Services 12.2%
5 Consumer Discretionary 11.95%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
301
$1.18M 0.01%
18,330
302
$1.18M 0.01%
7,670
-175
303
$1.18M 0.01%
7,340
-200
304
$1.14M 0.01%
87,160
305
$1.14M 0.01%
2,065
306
$1.13M 0.01%
29,500
+2,000
307
$1.11M 0.01%
4,281
308
$1.08M 0.01%
4,700
-800
309
$1.08M 0.01%
4,494
-5,679
310
$1.08M 0.01%
3,032
-3,400
311
$1.08M 0.01%
134,550
+63,260
312
$1.06M 0.01%
11,052
313
$1.04M 0.01%
6,994
314
$1.03M 0.01%
9,790
+897
315
$1.02M 0.01%
7,300
316
$980K 0.01%
440
-581
317
$924K 0.01%
6,100
-200
318
$918K 0.01%
4,544
319
$904K 0.01%
22,817
+2,800
320
$898K 0.01%
19,700
-300
321
$894K 0.01%
9,797
322
$892K 0.01%
10,226
323
$879K 0.01%
16,410
-12,661
324
$877K 0.01%
1,754
+13
325
$860K 0.01%
104,400
+3,700
11 12
13
14 15