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
$7.38B
AUM Growth
-$2B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
523
New
Increased
Reduced
Closed

Top Buys

1
+$58.5M
2
+$46.1M
3
+$33.6M
4
PM icon
Philip Morris
PM
+$32.1M
5
COLD icon
Americold
COLD
+$27.3M

Top Sells

1
+$82.1M
2
+$55.5M
3
+$32.3M
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$31.1M
5
T icon
AT&T
T
+$28.8M

Sector Composition

1 Technology 20.65%
2 Financials 14.56%
3 Communication Services 12.39%
4 Healthcare 11.92%
5 Industrials 11.52%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
326
$524K 0.01%
27,873
+14,936
327
$520K 0.01%
30,680
+100
328
$519K 0.01%
3,558
-75
329
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6,446
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330
$512K 0.01%
16,629
+296
331
$510K 0.01%
8,100
332
$502K 0.01%
6,000
333
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15,429
-136
334
$485K 0.01%
22,240
+4,200
335
$485K 0.01%
13,024
+600
336
$477K 0.01%
6,142
337
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25,945
+2,300
338
$469K 0.01%
31,700
-600
339
$468K 0.01%
28,100
-4,900
340
$463K 0.01%
8,419
-3,300
341
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342
$452K 0.01%
15,472
-347
343
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96,420
-1,046,680
344
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31,800
-100
345
$442K 0.01%
16,667
-4,214
346
$433K 0.01%
7,505
+200
347
$426K 0.01%
9,900
-1,300
348
$422K 0.01%
15,200
-9,200
349
$421K 0.01%
42,884
350
$415K 0.01%
12,196
12 13
14
15 16