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
$15.7B
AUM Growth
-$776M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
538
New
Increased
Reduced
Closed

Top Buys

1 +$75.8M
2 +$64M
3 +$24.5M
4
ABNB icon
Airbnb
ABNB
+$22.6M
5
BAC icon
Bank of America
BAC
+$21.9M

Top Sells

1 +$68.8M
2 +$48.4M
3 +$45.8M
4
PH icon
Parker-Hannifin
PH
+$43.2M
5
LMT icon
Lockheed Martin
LMT
+$36.2M

Sector Composition

1 Technology 21.31%
2 Financials 16.58%
3 Healthcare 12.84%
4 Industrials 11.37%
5 Communication Services 9.57%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
351
$704K ﹤0.01%
4,442
352
$701K ﹤0.01%
13,935
353
$693K ﹤0.01%
+1,244
354
$679K ﹤0.01%
1,890
355
$676K ﹤0.01%
29,700
+1,864
356
$674K ﹤0.01%
12,611
+2,200
357
$673K ﹤0.01%
6,862
+550
358
$666K ﹤0.01%
6,669
359
$659K ﹤0.01%
+12,150
360
$653K ﹤0.01%
7,836
361
$652K ﹤0.01%
7,171
362
$651K ﹤0.01%
45,160
-2,400
363
$643K ﹤0.01%
16,000
364
$637K ﹤0.01%
13,917
+1,200
365
$633K ﹤0.01%
8,728
-1,764
366
$632K ﹤0.01%
4,544
367
$620K ﹤0.01%
13,475
+1,575
368
$612K ﹤0.01%
31,700
+2,900
369
$607K ﹤0.01%
16,679
-200
370
$604K ﹤0.01%
1,700
371
$603K ﹤0.01%
412
372
$590K ﹤0.01%
20,600
+1,600
373
$585K ﹤0.01%
11,100
+2,300
374
$565K ﹤0.01%
10,100
+1,800
375
$553K ﹤0.01%
22,600
+4,400