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
376
$254K ﹤0.01%
120
377
$251K ﹤0.01%
3,070
-190
378
$250K ﹤0.01%
3,725
-568
379
$247K ﹤0.01%
2,777
380
$247K ﹤0.01%
+6,729
381
$240K ﹤0.01%
1,300
382
$239K ﹤0.01%
2,630
383
$239K ﹤0.01%
3,790
-577
384
$235K ﹤0.01%
2,970
+120
385
$233K ﹤0.01%
6,296
386
$226K ﹤0.01%
+1,301
387
$225K ﹤0.01%
2,350
-357
388
$221K ﹤0.01%
+1,241
389
$219K ﹤0.01%
21,629
-100
390
$214K ﹤0.01%
1,615
-73
391
$211K ﹤0.01%
4,105
392
$211K ﹤0.01%
+400
393
$211K ﹤0.01%
2,372
394
$210K ﹤0.01%
+5,638
395
$209K ﹤0.01%
1,120
-60
396
$201K ﹤0.01%
7,380
-460
397
$115K ﹤0.01%
12,997
-1,976
398
$38.9K ﹤0.01%
36,021
399
– –
-72,545
400
– –
-179,309
13 14 15
16
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