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
$15.7B
AUM Growth
-$776M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
538
New
Increased
Reduced
Closed

Top Buys

1
+$75.8M
2
+$64M
3
+$24.5M
4
ABNB icon
Airbnb
ABNB
+$22.6M
5
BAC icon
Bank of America
BAC
+$21.9M

Top Sells

1
+$68.8M
2
+$48.4M
3
+$45.8M
4
PH icon
Parker-Hannifin
PH
+$43.2M
5
LMT icon
Lockheed Martin
LMT
+$36.2M

Sector Composition

1 Technology 21.31%
2 Financials 16.58%
3 Healthcare 12.84%
4 Industrials 11.37%
5 Communication Services 9.57%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
326
$837K 0.01%
7,344
327
$836K 0.01%
12,130
+2,500
328
$834K 0.01%
19,030
+3,900
329
$833K 0.01%
9,994
+1,594
330
$831K 0.01%
5,000
+200
331
$821K 0.01%
18,262
+500
332
$821K 0.01%
9,543
+1,578
333
$813K 0.01%
25,560
334
$806K 0.01%
1,769
+15
335
$804K 0.01%
+31,649
336
$801K 0.01%
9,169
337
$778K ﹤0.01%
5,970
-50
338
$775K ﹤0.01%
14,892
+5,500
339
$769K ﹤0.01%
6,501
340
$763K ﹤0.01%
24,900
+2,700
341
$758K ﹤0.01%
5,400
+1,000
342
$750K ﹤0.01%
+105,129
343
$742K ﹤0.01%
15,027
-900
344
$722K ﹤0.01%
40,020
345
$720K ﹤0.01%
29,800
346
$717K ﹤0.01%
4,259
+1,079
347
$716K ﹤0.01%
7,650
348
$715K ﹤0.01%
20,800
+700
349
$709K ﹤0.01%
40,400
350
$707K ﹤0.01%
36,400
+4,900
12 13
14
15 16