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
$9.89B
AUM Growth
+$230M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
585
New
Increased
Reduced
Closed

Top Buys

1
+$99.1M
2
+$67.8M
3
+$56.5M
4
KMI icon
Kinder Morgan
KMI
+$18.4M
5
SFM icon
Sprouts Farmers Market
SFM
+$18.3M

Top Sells

1
+$92.4M
2
+$88.6M
3
+$48.5M
4
BKNG icon
Booking.com
BKNG
+$26.8M
5
IWS icon
iShares Russell Mid-Cap Value ETF
IWS
+$26M

Sector Composition

1 Technology 16.18%
2 Financials 14.77%
3 Healthcare 12.53%
4 Industrials 11.71%
5 Consumer Discretionary 10.21%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
326
$1.34M 0.01%
20,615
-49,343
327
$1.34M 0.01%
31,205
-23,280
328
$1.32M 0.01%
43,602
-140
329
$1.31M 0.01%
15,661
330
$1.31M 0.01%
26,174
-11,100
331
$1.3M 0.01%
+54,271
332
$1.26M 0.01%
19,518
-50
333
$1.21M 0.01%
55,500
-4,200
334
$1.21M 0.01%
45,861
-16,100
335
$1.19M 0.01%
17,811
-1,513
336
$1.19M 0.01%
63,025
337
$1.17M 0.01%
32,155
+400
338
$1.16M 0.01%
13,119
+705
339
$1.15M 0.01%
50,254
+6,720
340
$1.15M 0.01%
10,296
-1,600
341
$1.13M 0.01%
22,836
342
$1.12M 0.01%
17,030
-5,630
343
$1.11M 0.01%
106,100
-1,000
344
$1.05M 0.01%
62,000
+1,000
345
$1.04M 0.01%
12,850
-500
346
$1.04M 0.01%
41,519
+8,088
347
$1.04M 0.01%
6,873
-10,094
348
$1.04M 0.01%
101,025
349
$1.03M 0.01%
21,875
-5,175
350
$1.03M 0.01%
11,300
12 13
14
15 16