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
$16.7B
AUM Growth
+$296M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
418
New
Increased
Reduced
Closed

Top Buys

1
+$76.5M
2
+$55M
3
+$36.5M
4
MS icon
Morgan Stanley
MS
+$35.2M
5
SMMD icon
iShares Russell 2500 ETF
SMMD
+$29.9M

Top Sells

1
+$46.8M
2
+$41.2M
3
+$36.5M
4
RTX icon
RTX Corp
RTX
+$28.5M
5
COR icon
Cencora
COR
+$20.9M

Sector Composition

1 Technology 24.92%
2 Financials 15.49%
3 Industrials 11.14%
4 Healthcare 10.56%
5 Communication Services 9.64%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
326
$437K ﹤0.01%
2,644
-1,013
327
$435K ﹤0.01%
2,255
-200
328
$433K ﹤0.01%
4,500
-400
329
$418K ﹤0.01%
5,775
330
$410K ﹤0.01%
5,994
331
$403K ﹤0.01%
6,176
-942
332
$403K ﹤0.01%
3,773
333
$397K ﹤0.01%
1,934
-712
334
$397K ﹤0.01%
1,159
335
$391K ﹤0.01%
1,707
-260
336
$381K ﹤0.01%
5,972
-1,971
337
$375K ﹤0.01%
117
-18
338
$367K ﹤0.01%
+5,610
339
$367K ﹤0.01%
8,568
-600
340
$352K ﹤0.01%
3,852
-477
341
$342K ﹤0.01%
5,451
-756
342
$338K ﹤0.01%
2,832
-850
343
$335K ﹤0.01%
41
-6
344
$335K ﹤0.01%
2,328
-328
345
$330K ﹤0.01%
1,874
+124
346
$330K ﹤0.01%
8,800
347
$325K ﹤0.01%
6,542
348
$323K ﹤0.01%
672
349
$318K ﹤0.01%
1,765
-300
350
$317K ﹤0.01%
8,237
12 13
14
15 16