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
$16.3B
AUM Growth
-$457M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
409
New
Increased
Reduced
Closed

Top Buys

1 +$43.3M
2 +$38.8M
3 +$28.8M
4
DE icon
Deere & Co
DE
+$27M
5
GOOG icon
Alphabet (Google) Class C
GOOG
+$24.6M

Top Sells

1 +$63.9M
2 +$36.6M
3 +$35.4M
4
LUV icon
Southwest Airlines
LUV
+$31.9M
5
RTX icon
RTX Corp
RTX
+$26.4M

Sector Composition

1 Technology 23.4%
2 Financials 15.5%
3 Industrials 11.5%
4 Healthcare 11.44%
5 Communication Services 9.23%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
301
$689K ﹤0.01%
4,038
-420
302
$665K ﹤0.01%
11,121
+2,339
303
$663K ﹤0.01%
+21,926
304
$659K ﹤0.01%
10,700
305
$629K ﹤0.01%
8,040
-50
306
$600K ﹤0.01%
8,438
307
$599K ﹤0.01%
4,680
-700
308
$595K ﹤0.01%
13,151
-239
309
$590K ﹤0.01%
11,960
310
$587K ﹤0.01%
17,500
311
$573K ﹤0.01%
2,421
-7
312
$529K ﹤0.01%
6,220
-150
313
$522K ﹤0.01%
3,050
-2,329
314
$521K ﹤0.01%
4,040
-500
315
$496K ﹤0.01%
5,472
+42
316
$495K ﹤0.01%
6,548
317
$493K ﹤0.01%
8,092
318
$477K ﹤0.01%
+2,720
319
$449K ﹤0.01%
455
-64
320
$446K ﹤0.01%
2,155
-100
321
$446K ﹤0.01%
117
322
$441K ﹤0.01%
8,870
323
$436K ﹤0.01%
4,300
-200
324
$436K ﹤0.01%
7,247
-23
325
$435K ﹤0.01%
2,716
+1,415