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
$4.8B
AUM Growth
-$350M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
464
New
Increased
Reduced
Closed

Top Buys

1
+$54.8M
2
+$28.5M
3
+$22.1M
4
GE icon
GE Aerospace
GE
+$16.7M
5
AGCO icon
AGCO
AGCO
+$15.4M

Top Sells

1
+$44.6M
2
+$23M
3
+$19.6M
4
C icon
Citigroup
C
+$19.6M
5
MSFT icon
Microsoft
MSFT
+$18.9M

Sector Composition

1 Energy 18.13%
2 Financials 16.49%
3 Industrials 11.1%
4 Technology 10.07%
5 Consumer Staples 9.98%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
326
$537K 0.01%
45,600
+13,000
327
$530K 0.01%
16,643
-57
328
$529K 0.01%
10,750
+350
329
$526K 0.01%
12,032
-11,995
330
$525K 0.01%
21,300
+3,900
331
$512K 0.01%
10,730
332
$511K 0.01%
9,716
333
$510K 0.01%
18,645
334
$503K 0.01%
14,558
335
$499K 0.01%
7,991
336
$495K 0.01%
6,500
337
$490K 0.01%
4,196
-384
338
$486K 0.01%
14,200
-2,800
339
$485K 0.01%
5,200
-800
340
$482K 0.01%
7,710
341
$482K 0.01%
+7,142
342
$477K 0.01%
7,750
+2,950
343
$463K 0.01%
19,100
+14,775
344
$462K 0.01%
65
-49
345
$454K 0.01%
17,900
-2,200
346
$453K 0.01%
8,100
+2,000
347
$450K 0.01%
8,725
-2,795
348
$450K 0.01%
27,150
-16,100
349
$446K 0.01%
9,100
-800
350
$439K 0.01%
6,038
-42,815
12 13
14
15 16