FWIA

Fort Washington Investment Advisors Portfolio holdings

AUM $18.1B
1-Year Est. Return 18.25%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+18.25%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$13.8B
AUM Growth
+$571M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
396
New
Increased
Reduced
Closed

Top Buys

1 +$41.4M
2 +$30.2M
3 +$16.9M
4
CR icon
Crane Co
CR
+$15M
5
SSB icon
SouthState Bank Corp
SSB
+$14.7M

Top Sells

1 +$46.6M
2 +$39.2M
3 +$34.9M
4
MSFT icon
Microsoft
MSFT
+$27.6M
5
WMT icon
Walmart Inc
WMT
+$19.8M

Sector Composition

1 Technology 23.73%
2 Financials 15.62%
3 Healthcare 12.93%
4 Industrials 11.87%
5 Communication Services 8.25%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
351
$259K ﹤0.01%
+30,000
352
$257K ﹤0.01%
1,815
353
$255K ﹤0.01%
2,599
-92
354
$254K ﹤0.01%
8,108
-621
355
$247K ﹤0.01%
2,954
356
$246K ﹤0.01%
10,000
357
$239K ﹤0.01%
25,000
-81,520
358
$238K ﹤0.01%
2,155
359
$237K ﹤0.01%
8,130
-625
360
$237K ﹤0.01%
3,369
361
$235K ﹤0.01%
1,194
-81,237
362
$233K ﹤0.01%
2,950
-783
363
$233K ﹤0.01%
1,663
-681
364
$231K ﹤0.01%
2,860
365
$231K ﹤0.01%
4,590
366
$230K ﹤0.01%
2,980
-130
367
$226K ﹤0.01%
8,652
-646
368
$223K ﹤0.01%
4,405
369
$218K ﹤0.01%
+891
370
$217K ﹤0.01%
1,642
-1,004
371
$209K ﹤0.01%
2,498
-186
372
$206K ﹤0.01%
+933
373
$205K ﹤0.01%
+9,122
374
$204K ﹤0.01%
+2,341
375
$173K ﹤0.01%
12,892
-970