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
$15.7B
AUM Growth
-$776M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
538
New
Increased
Reduced
Closed

Top Buys

1 +$75.8M
2 +$64M
3 +$24.5M
4
ABNB icon
Airbnb
ABNB
+$22.6M
5
BAC icon
Bank of America
BAC
+$21.9M

Top Sells

1 +$68.8M
2 +$48.4M
3 +$45.8M
4
PH icon
Parker-Hannifin
PH
+$43.2M
5
LMT icon
Lockheed Martin
LMT
+$36.2M

Sector Composition

1 Technology 21.31%
2 Financials 16.58%
3 Healthcare 12.84%
4 Industrials 11.37%
5 Communication Services 9.57%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
376
$549K ﹤0.01%
4,260
-700
377
$544K ﹤0.01%
8,034
+2,330
378
$544K ﹤0.01%
36,519
+1,219
379
$543K ﹤0.01%
3,100
380
$542K ﹤0.01%
4,998
381
$538K ﹤0.01%
2,508
382
$536K ﹤0.01%
6,873
383
$536K ﹤0.01%
6,601
-17
384
$529K ﹤0.01%
1
385
$525K ﹤0.01%
9,000
386
$522K ﹤0.01%
8,341
387
$519K ﹤0.01%
+98,000
388
$510K ﹤0.01%
12,460
389
$507K ﹤0.01%
2,098
390
$506K ﹤0.01%
6,152
391
$506K ﹤0.01%
7,276
392
$504K ﹤0.01%
11,125
393
$503K ﹤0.01%
17,000
-800
394
$498K ﹤0.01%
2,450
395
$488K ﹤0.01%
5,360
-300
396
$484K ﹤0.01%
3,689
397
$484K ﹤0.01%
34,400
+6,200
398
$481K ﹤0.01%
11,569
+684
399
$479K ﹤0.01%
23,325
+1,500
400
$478K ﹤0.01%
6,700
-800