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
$9.89B
AUM Growth
+$230M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
585
New
Increased
Reduced
Closed

Top Buys

1
+$99.1M
2
+$67.8M
3
+$56.5M
4
KMI icon
Kinder Morgan
KMI
+$18.4M
5
SFM icon
Sprouts Farmers Market
SFM
+$18.3M

Top Sells

1
+$92.4M
2
+$88.6M
3
+$48.5M
4
BKNG icon
Booking.com
BKNG
+$26.8M
5
IWS icon
iShares Russell Mid-Cap Value ETF
IWS
+$26M

Sector Composition

1 Technology 16.18%
2 Financials 14.77%
3 Healthcare 12.53%
4 Industrials 11.71%
5 Consumer Discretionary 10.21%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
351
$1.03M 0.01%
20,217
-2,050
352
$1.01M 0.01%
24,016
-26,532
353
$1.01M 0.01%
6,993
-107
354
$1.01M 0.01%
26,667
+42
355
$1M 0.01%
21,791
-410
356
$980K 0.01%
13,580
-300
357
$976K 0.01%
50,931
-2,400
358
$947K 0.01%
15,641
-235
359
$943K 0.01%
159,200
-28,760
360
$936K 0.01%
20,996
-880
361
$933K 0.01%
44,300
+6,800
362
$929K 0.01%
17,600
-2,000
363
$929K 0.01%
8,765
+2,025
364
$927K 0.01%
42,298
-50,122
365
$919K 0.01%
13,167
+106
366
$919K 0.01%
82,235
-1,000
367
$892K 0.01%
+15,163
368
$880K 0.01%
32,300
-3,900
369
$825K 0.01%
24,650
-6,000
370
$813K 0.01%
13,100
+4,900
371
$801K 0.01%
31,040
+14,500
372
$773K 0.01%
9,900
373
$766K 0.01%
21,300
-1,800
374
$754K 0.01%
9,042
+1,100
375
$748K 0.01%
18,424
-379,033
13 14
15
16 17