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
$10.1B
AUM Growth
+$3.62B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
611
New
Increased
Reduced
Closed

Top Buys

1
+$92.1M
2
+$90.4M
3
+$72M
4
GOOG icon
Alphabet (Google) Class C
GOOG
+$69M
5
V icon
Visa
V
+$59.3M

Top Sells

1
+$80.2M
2
+$21.9M
3
+$20.8M
4
IGLB icon
iShares 10+ Year Investment Grade Corporate Bond ETF
IGLB
+$19.8M
5
MDLZ icon
Mondelez International
MDLZ
+$18.6M

Sector Composition

1 Technology 16.57%
2 Financials 15.55%
3 Healthcare 12.13%
4 Industrials 10.99%
5 Communication Services 9.6%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
326
$2.2M 0.02%
30,070
-1,950
327
$2.2M 0.02%
25,565
-1,150
328
$2.19M 0.02%
23,616
-1,224
329
$2.16M 0.02%
19,470
+1,575
330
$2.15M 0.02%
40,146
+7,166
331
$2.11M 0.02%
30,324
+6,119
332
$2.11M 0.02%
35,846
+600
333
$2.07M 0.02%
20,000
+17,500
334
$2.07M 0.02%
80,490
+30,200
335
$2.06M 0.02%
26,345
336
$2.03M 0.02%
79,011
-11,725
337
$1.96M 0.02%
30,711
-96
338
$1.9M 0.02%
11,282
-4,970
339
$1.89M 0.02%
27,108
+120
340
$1.86M 0.02%
60,866
-18,942
341
$1.83M 0.02%
88,200
342
$1.83M 0.02%
30,969
343
$1.77M 0.02%
57,792
344
$1.77M 0.02%
80,271
345
$1.73M 0.02%
87,461
346
$1.7M 0.02%
95,226
347
$1.68M 0.02%
185,734
348
$1.67M 0.02%
27,310
-420
349
$1.66M 0.02%
22,048
+2,585
350
$1.65M 0.02%
121,175
+22,190
12 13
14
15 16