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
$6.24B
AUM Growth
+$254M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
503
New
Increased
Reduced
Closed

Top Buys

1
+$69.4M
2
+$58.1M
3
+$41.1M
4
ROP icon
Roper Technologies
ROP
+$19.9M
5
BMY icon
Bristol-Myers Squibb
BMY
+$13.9M

Top Sells

1
+$99.5M
2
+$51.4M
3
+$39.1M
4
MDLZ icon
Mondelez International
MDLZ
+$14M
5
BTZ icon
BlackRock Credit Allocation Income Trust
BTZ
+$8.32M

Sector Composition

1 Financials 15.04%
2 Technology 14.76%
3 Industrials 12.76%
4 Healthcare 11.67%
5 Consumer Discretionary 7.9%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
351
$745K 0.01%
10,258
+2,500
352
– –
-6,866
353
$722K 0.01%
+4,975
354
$680K 0.01%
30,800
+7,100
355
$679K 0.01%
9,900
-63,400
356
$671K 0.01%
60,000
+12,300
357
$663K 0.01%
+12,832
358
$663K 0.01%
6,068
+8
359
$648K 0.01%
11,900
360
$646K 0.01%
+6,142
361
$630K 0.01%
10,340
+205
362
$626K 0.01%
36,000
+3,300
363
$625K 0.01%
11,325
-5,514
364
$623K 0.01%
7,641
-1,900
365
$621K 0.01%
18,600
+4,700
366
$619K 0.01%
6,318
367
$611K 0.01%
4,613
368
$597K 0.01%
6,254
+2,779
369
$594K 0.01%
9,250
-220
370
$593K 0.01%
5,640
371
$592K 0.01%
18,775
+3,700
372
$582K 0.01%
+8,000
373
$581K 0.01%
86,175
-1,000
374
$573K 0.01%
20,500
-14,400
375
$573K 0.01%
17,300
-400
13 14
15
16 17