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
$6.24B
AUM Growth
+$254M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
503
New
Increased
Reduced
Closed

Top Buys

1
+$69.4M
2
+$58.1M
3
+$41.1M
4
ROP icon
Roper Technologies
ROP
+$19.9M
5
BMY icon
Bristol-Myers Squibb
BMY
+$13.9M

Top Sells

1
+$99.5M
2
+$51.4M
3
+$39.1M
4
MDLZ icon
Mondelez International
MDLZ
+$14M
5
BTZ icon
BlackRock Credit Allocation Income Trust
BTZ
+$8.32M

Sector Composition

1 Financials 15.04%
2 Technology 14.76%
3 Industrials 12.76%
4 Healthcare 11.67%
5 Consumer Discretionary 7.9%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
326
$893K 0.01%
6,677
-225
327
$884K 0.01%
72,335
-500
328
$882K 0.01%
41,931
+8,331
329
$881K 0.01%
28,150
+3,910
330
$879K 0.01%
13,100
-4,300
331
$879K 0.01%
30,755
+150
332
$877K 0.01%
19,775
-1,922
333
$876K 0.01%
76,100
334
$874K 0.01%
34,069
+4,697
335
$873K 0.01%
7,675
-10,625
336
$872K 0.01%
7,193
-162
337
$862K 0.01%
8,100
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338
$847K 0.01%
9,650
339
$844K 0.01%
17,600
+400
340
$841K 0.01%
+20,107
341
$822K 0.01%
11,981
-1,758
342
$820K 0.01%
16,700
+5,300
343
$802K 0.01%
6,165
344
$791K 0.01%
+33,585
345
$787K 0.01%
9,800
-4,300
346
$783K 0.01%
24,300
347
$775K 0.01%
15,540
+788
348
$773K 0.01%
19,173
+7
349
$753K 0.01%
17,241
+1,000
350
$751K 0.01%
18,396
-1,100
12 13
14
15 16