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
$4.8B
AUM Growth
-$350M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
464
New
Increased
Reduced
Closed

Top Buys

1 +$54.8M
2 +$28.5M
3 +$22.1M
4
GE icon
GE Aerospace
GE
+$16.7M
5
AGCO icon
AGCO
AGCO
+$15.4M

Top Sells

1 +$44.6M
2 +$23M
3 +$19.6M
4
C icon
Citigroup
C
+$19.6M
5
MSFT icon
Microsoft
MSFT
+$18.9M

Sector Composition

1 Energy 18.13%
2 Financials 16.49%
3 Industrials 11.1%
4 Technology 10.07%
5 Consumer Staples 9.98%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
351
$435K 0.01%
7,850
+1,400
352
$432K 0.01%
21,400
+4,400
353
$429K 0.01%
12,018
354
$424K 0.01%
13,700
+2,800
355
$424K 0.01%
18
-2
356
$418K 0.01%
6,645
357
$409K 0.01%
14,621
+1,118
358
$404K 0.01%
5,742
-138,667
359
$402K 0.01%
3,055
+75
360
$397K 0.01%
10,365
-100
361
$393K 0.01%
7,900
-506
362
$387K 0.01%
7,570
-2,400
363
$384K 0.01%
1,730
-35
364
$383K 0.01%
+11,000
365
$380K 0.01%
3,963
366
$378K 0.01%
10,420
367
$376K 0.01%
+13,200
368
$375K 0.01%
+15,700
369
$372K 0.01%
13,900
-1,900
370
$371K 0.01%
10,000
371
$370K 0.01%
15,800
-500
372
$365K 0.01%
4,680
-1,500
373
$360K 0.01%
4,891
374
$360K 0.01%
7,928
-900
375
$359K 0.01%
+7,600