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
$9.45B
AUM Growth
+$35.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
516
New
Increased
Reduced
Closed

Top Buys

1
+$34M
2
+$23.3M
3
+$15.3M
4
VO icon
Vanguard Mid-Cap ETF
VO
+$15M
5
MDRX
Veradigm Inc. Common Stock
MDRX
+$10.9M

Top Sells

1
+$123M
2
+$105M
3
+$81.5M
4
DE icon
Deere & Co
DE
+$66.6M
5
MSFT icon
Microsoft
MSFT
+$51.4M

Sector Composition

1 Technology 21.23%
2 Financials 13.45%
3 Industrials 13.25%
4 Communication Services 12.2%
5 Consumer Discretionary 11.95%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
326
$859K 0.01%
17,200
+1,200
327
$850K 0.01%
8,751
-100
328
$846K 0.01%
7,102
+58
329
$841K 0.01%
19,808
-920
330
$836K 0.01%
13,929
-9,360
331
$813K 0.01%
19,862
-1,000
332
$813K 0.01%
21,178
-20,900
333
$808K 0.01%
9,164
+6,310
334
$782K 0.01%
3,290
-218
335
$769K 0.01%
42,605
336
$758K 0.01%
11,061
-240
337
$749K 0.01%
7,569
-112
338
$746K 0.01%
10,200
+500
339
$743K 0.01%
31,600
-2,500
340
$734K 0.01%
7,357
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341
$734K 0.01%
6,333
+1,700
342
$730K 0.01%
19,450
343
$717K 0.01%
13,310
-104
344
$716K 0.01%
9,000
+450
345
$710K 0.01%
623
346
$708K 0.01%
8,500
-1,300
347
$697K 0.01%
7,289
+4,589
348
$684K 0.01%
+2,244
349
$672K 0.01%
10,100
+300
350
$672K 0.01%
30,300
-1,400
12 13
14
15 16