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
$9.89B
AUM Growth
+$230M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
585
New
Increased
Reduced
Closed

Top Buys

1
+$99.1M
2
+$67.8M
3
+$56.5M
4
KMI icon
Kinder Morgan
KMI
+$18.4M
5
SFM icon
Sprouts Farmers Market
SFM
+$18.3M

Top Sells

1
+$92.4M
2
+$88.6M
3
+$48.5M
4
BKNG icon
Booking.com
BKNG
+$26.8M
5
IWS icon
iShares Russell Mid-Cap Value ETF
IWS
+$26M

Sector Composition

1 Technology 16.18%
2 Financials 14.77%
3 Healthcare 12.53%
4 Industrials 11.71%
5 Consumer Discretionary 10.21%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
376
$739K 0.01%
34,445
-1,013
377
$728K 0.01%
27,005
-4,400
378
$728K 0.01%
19,400
+900
379
$717K 0.01%
6,677
380
$713K 0.01%
4,274
381
$704K 0.01%
5,301
+2,225
382
$701K 0.01%
41,100
-1,800
383
$695K 0.01%
2,544
+242
384
$687K 0.01%
21,860
+1,000
385
$686K 0.01%
31,600
-1,000
386
$684K 0.01%
6,142
387
$673K 0.01%
15,700
-2,200
388
$671K 0.01%
15,163
-24,727
389
$669K 0.01%
+2,800
390
$666K 0.01%
49,700
-10,000
391
$651K 0.01%
12,262
-488
392
$650K 0.01%
27,049
-2,911
393
$632K 0.01%
16,241
-353
394
$629K 0.01%
10,030
-800
395
$626K 0.01%
10,810
-1,900
396
$607K 0.01%
22,075
+12,475
397
$598K 0.01%
43,000
-3,700
398
$594K 0.01%
9,700
399
$592K 0.01%
9,114
-307
400
$588K 0.01%
4,743
+300
14 15
16
17 18