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
$6.24B
AUM Growth
+$254M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
503
New
Increased
Reduced
Closed

Top Buys

1
+$69.4M
2
+$58.1M
3
+$41.1M
4
ROP icon
Roper Technologies
ROP
+$19.9M
5
BMY icon
Bristol-Myers Squibb
BMY
+$13.9M

Top Sells

1
+$99.5M
2
+$51.4M
3
+$39.1M
4
MDLZ icon
Mondelez International
MDLZ
+$14M
5
BTZ icon
BlackRock Credit Allocation Income Trust
BTZ
+$8.32M

Sector Composition

1 Financials 15.04%
2 Technology 14.76%
3 Industrials 12.76%
4 Healthcare 11.67%
5 Consumer Discretionary 7.9%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
376
$566K 0.01%
15,600
+7,000
377
$566K 0.01%
11,567
+500
378
$556K 0.01%
2,390
+300
379
$545K 0.01%
4,250
380
$533K 0.01%
6,210
-445
381
$532K 0.01%
9,475
-1,400
382
$526K 0.01%
20,349
+4,349
383
$526K 0.01%
68,195
+100
384
$517K 0.01%
26,200
385
$517K 0.01%
2,179
+45
386
$514K 0.01%
10,800
+2,700
387
$511K 0.01%
4,450
388
$506K 0.01%
14,880
+3,010
389
$503K 0.01%
15,164
390
$502K 0.01%
23,400
+6,400
391
$490K 0.01%
21,700
+3,300
392
$485K 0.01%
15,660
-10,200
393
$484K 0.01%
24,373
-15,000
394
$481K 0.01%
22,300
-3,200
395
$464K 0.01%
25,366
-9,300
396
$449K 0.01%
18,675
397
$443K 0.01%
28,866
-700
398
$434K 0.01%
8,896
+816
399
$429K 0.01%
8,923
+105
400
$426K 0.01%
7,026
-5,713
14 15
16
17 18