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
$16.7B
AUM Growth
+$296M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
418
New
Increased
Reduced
Closed

Top Buys

1
+$68.6M
2
+$51.6M
3
+$35.9M
4
LIN icon
Linde
LIN
+$33.5M
5
SMMD icon
iShares Russell 2500 ETF
SMMD
+$29.1M

Top Sells

1
+$46.2M
2
+$40.4M
3
+$36.5M
4
RTX icon
RTX Corp
RTX
+$27.3M
5
ETR icon
Entergy
ETR
+$21.9M

Sector Composition

1 Technology 24.92%
2 Financials 15.49%
3 Industrials 11.14%
4 Healthcare 10.56%
5 Communication Services 9.64%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
351
$316K ﹤0.01%
3,897
352
$315K ﹤0.01%
40,020
353
$311K ﹤0.01%
1,299
-198
354
$306K ﹤0.01%
1,057
355
$302K ﹤0.01%
4,164
-633
356
$301K ﹤0.01%
6,868
-1,043
357
$296K ﹤0.01%
5,493
358
$293K ﹤0.01%
3,815
+233
359
$291K ﹤0.01%
1,571
-650
360
$288K ﹤0.01%
10,000
361
$279K ﹤0.01%
2,441
362
$279K ﹤0.01%
603
363
$277K ﹤0.01%
4,715
-717
364
$276K ﹤0.01%
8,686
+1,075
365
$275K ﹤0.01%
537
-2
366
$272K ﹤0.01%
3,482
-429
367
$272K ﹤0.01%
1,340
-80
368
$267K ﹤0.01%
4,893
-743
369
$262K ﹤0.01%
753
-34
370
$261K ﹤0.01%
+557
371
$261K ﹤0.01%
4,330
-1,500
372
$261K ﹤0.01%
1,815
373
$261K ﹤0.01%
6,435
374
$259K ﹤0.01%
3,011
375
$256K ﹤0.01%
1,390
-80
13 14
15
16 17