FWIA

Fort Washington Investment Advisors Portfolio holdings

AUM $18.1B
1-Year Est. Return 18.25%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+18.25%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$13.8B
AUM Growth
+$571M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
396
New
Increased
Reduced
Closed

Top Buys

1 +$41.4M
2 +$30.2M
3 +$16.9M
4
CR icon
Crane Co
CR
+$15M
5
SSB icon
SouthState Bank Corp
SSB
+$14.7M

Top Sells

1 +$46.6M
2 +$39.2M
3 +$34.9M
4
MSFT icon
Microsoft
MSFT
+$27.6M
5
WMT icon
Walmart Inc
WMT
+$19.8M

Sector Composition

1 Technology 23.73%
2 Financials 15.62%
3 Healthcare 12.93%
4 Industrials 11.87%
5 Communication Services 8.25%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
326
$382K ﹤0.01%
1,458
327
$382K ﹤0.01%
2,200
-81
328
$366K ﹤0.01%
9,225
329
$357K ﹤0.01%
2,050
-200
330
$355K ﹤0.01%
4,870
-102
331
$354K ﹤0.01%
8,728
-46
332
$352K ﹤0.01%
4,016
-328
333
$347K ﹤0.01%
8,104
-625
334
$346K ﹤0.01%
8,669
335
$343K ﹤0.01%
3,177
-32
336
$338K ﹤0.01%
5,856
-1,146
337
$328K ﹤0.01%
6,918
338
$320K ﹤0.01%
1,635
+196
339
$315K ﹤0.01%
6,542
-1,800
340
$303K ﹤0.01%
2,837
341
$301K ﹤0.01%
7,380
342
$297K ﹤0.01%
6,435
343
$292K ﹤0.01%
2,680
344
$291K ﹤0.01%
1,962
345
$285K ﹤0.01%
4,460
-337
346
$274K ﹤0.01%
4,305
-300
347
$271K ﹤0.01%
10,244
-175
348
$269K ﹤0.01%
672
349
$263K ﹤0.01%
4,150
350
$260K ﹤0.01%
4,539
+90