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
$15.7B
AUM Growth
-$776M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
538
New
Increased
Reduced
Closed

Top Buys

1
+$75.8M
2
+$64M
3
+$24.5M
4
ABNB icon
Airbnb
ABNB
+$22.6M
5
BAC icon
Bank of America
BAC
+$21.9M

Top Sells

1
+$68.8M
2
+$48.4M
3
+$45.8M
4
PH icon
Parker-Hannifin
PH
+$43.2M
5
LMT icon
Lockheed Martin
LMT
+$36.2M

Sector Composition

1 Technology 21.31%
2 Financials 16.58%
3 Healthcare 12.84%
4 Industrials 11.37%
5 Communication Services 9.57%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
301
$1.09M 0.01%
3,933
-45
302
$1.09M 0.01%
9,296
303
$1.07M 0.01%
5,824
304
$1.07M 0.01%
14,000
-200
305
$1.04M 0.01%
31,239
+1,500
306
$1.03M 0.01%
18,860
-250,100
307
$1.01M 0.01%
4,933
+200
308
$1.01M 0.01%
5,730
-50
309
$1M 0.01%
39,000
+800
310
$1M 0.01%
12,250
311
$991K 0.01%
2,217
-2
312
$972K 0.01%
96,500
313
$958K 0.01%
1,756
-13
314
$946K 0.01%
20,517
-3,000
315
$927K 0.01%
4,428
+880
316
$914K 0.01%
36,990
-900
317
$897K 0.01%
12,636
318
$891K 0.01%
10,140
319
$871K 0.01%
1,175
-500
320
$868K 0.01%
34,300
+1,600
321
$858K 0.01%
3,008
-125
322
$855K 0.01%
623
323
$855K 0.01%
+6,416
324
$853K 0.01%
8,157
-3,362
325
$846K 0.01%
13,700
+800
11 12
13
14 15