FWIA

Fort Washington Investment Advisors Portfolio holdings

AUM $18.8B
1-Year Est. Return 21.18%
This Quarter Est. Return
1 Year Est. Return
+21.18%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$13B
AUM Growth
-$2.71B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
517
New
Increased
Reduced
Closed

Top Buys

1
+$52.3M
2
+$28.1M
3
+$19.8M
4
BAC icon
Bank of America
BAC
+$13.9M
5
WBD icon
Warner Bros
WBD
+$13.6M

Top Sells

1
+$112M
2
+$44.9M
3
+$44.3M
4
RTX icon
RTX Corp
RTX
+$42.2M
5
LQD icon
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
+$40.5M

Sector Composition

1 Technology 21.02%
2 Financials 17.06%
3 Healthcare 13.71%
4 Industrials 11.7%
5 Communication Services 9.05%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
351
$378K ﹤0.01%
10,591
-534
352
$376K ﹤0.01%
1,729
353
$372K ﹤0.01%
1,565
354
$369K ﹤0.01%
2,098
-43
355
$357K ﹤0.01%
21,825
-1,500
356
$352K ﹤0.01%
3,200
357
$351K ﹤0.01%
7,592
+2,164
358
$343K ﹤0.01%
1,957
359
$340K ﹤0.01%
2,680
-27
360
$334K ﹤0.01%
5,468
361
$332K ﹤0.01%
730
+217
362
$330K ﹤0.01%
40,020
363
$329K ﹤0.01%
9,365
364
$328K ﹤0.01%
6,452
+1,262
365
$314K ﹤0.01%
8,774
-644
366
$307K ﹤0.01%
2,212
-20,688
367
$305K ﹤0.01%
652
+176
368
$302K ﹤0.01%
2,673
369
$301K ﹤0.01%
2,827
370
$296K ﹤0.01%
74
371
$293K ﹤0.01%
4,102
372
$291K ﹤0.01%
1,903
373
$287K ﹤0.01%
7,249
374
$285K ﹤0.01%
875
375
$284K ﹤0.01%
10,455
13 14
15
16 17