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
$13.2B
AUM Growth
-$601M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
395
New
Increased
Reduced
Closed

Top Buys

1 +$95.6M
2 +$44.6M
3 +$35.7M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$27.8M
5
PFE icon
Pfizer
PFE
+$21.6M

Top Sells

1 +$26M
2 +$23M
3 +$22.5M
4
KLAC icon
KLA
KLAC
+$21.2M
5
LESL icon
Leslie's
LESL
+$20.3M

Sector Composition

1 Technology 22.34%
2 Financials 16.22%
3 Healthcare 13.02%
4 Industrials 11.34%
5 Communication Services 8.34%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
301
$561K ﹤0.01%
8,774
302
$543K ﹤0.01%
2,758
-50
303
$536K ﹤0.01%
7,774
-548
304
$535K ﹤0.01%
1,989
-107
305
$531K ﹤0.01%
1
306
$523K ﹤0.01%
2,764
+211
307
$522K ﹤0.01%
1,174
308
$518K ﹤0.01%
5,012
309
$511K ﹤0.01%
5,500
310
$494K ﹤0.01%
+17,500
311
$488K ﹤0.01%
7,582
+272
312
$466K ﹤0.01%
10,928
-1,615
313
$459K ﹤0.01%
15,229
314
$441K ﹤0.01%
6,370
315
$430K ﹤0.01%
5,775
316
$421K ﹤0.01%
1,277
317
$406K ﹤0.01%
4,968
-1,500
318
$405K ﹤0.01%
+14,856
319
$403K ﹤0.01%
3,177
320
$398K ﹤0.01%
9,365
321
$394K ﹤0.01%
4,364
322
$390K ﹤0.01%
9,225
323
$385K ﹤0.01%
5,856
324
$379K ﹤0.01%
2,565
325
$377K ﹤0.01%
73,617
-5,000