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
$16.7B
AUM Growth
+$296M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
418
New
Increased
Reduced
Closed

Top Buys

1
+$68.6M
2
+$51.6M
3
+$35.9M
4
LIN icon
Linde
LIN
+$33.5M
5
SMMD icon
iShares Russell 2500 ETF
SMMD
+$29.1M

Top Sells

1
+$46.2M
2
+$40.4M
3
+$36.5M
4
RTX icon
RTX Corp
RTX
+$27.3M
5
ETR icon
Entergy
ETR
+$21.9M

Sector Composition

1 Technology 24.92%
2 Financials 15.49%
3 Industrials 11.14%
4 Healthcare 10.56%
5 Communication Services 9.64%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
301
$619K ﹤0.01%
5,805
302
$604K ﹤0.01%
17,500
303
$590K ﹤0.01%
13,390
-1,010
304
$579K ﹤0.01%
4,540
305
$570K ﹤0.01%
2,428
-250
306
$563K ﹤0.01%
6,370
307
$560K ﹤0.01%
8,782
-679
308
$553K ﹤0.01%
8,092
309
$547K ﹤0.01%
519
-86
310
$545K ﹤0.01%
11,960
311
$542K ﹤0.01%
42,645
312
$503K ﹤0.01%
12,016
-266
313
$494K ﹤0.01%
8,438
-797
314
$483K ﹤0.01%
5,430
315
$476K ﹤0.01%
5,426
+549
316
$475K ﹤0.01%
7,876
-2,330
317
$473K ﹤0.01%
2,096
-90
318
$460K ﹤0.01%
6,548
319
$460K ﹤0.01%
7,270
320
$458K ﹤0.01%
3,974
-531
321
$455K ﹤0.01%
8,870
322
$453K ﹤0.01%
1,526
-159
323
$452K ﹤0.01%
642
-206
324
$449K ﹤0.01%
843
-128
325
$440K ﹤0.01%
3,748
-3,800
11 12
13
14 15