FWIA

Fort Washington Investment Advisors Portfolio holdings

AUM $17.4B
1-Year Est. Return 21.08%
This Quarter Est. Return
1 Year Est. Return
+21.08%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$17.4B
AUM Growth
+$1.07B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
408
New
Increased
Reduced
Closed

Top Buys

1 +$29.1M
2 +$27.3M
3 +$25M
4
ABCB icon
Ameris Bancorp
ABCB
+$21.8M
5
USHY icon
iShares Broad USD High Yield Corporate Bond ETF
USHY
+$21.5M

Top Sells

1 +$85.3M
2 +$41.3M
3 +$39.3M
4
RTX icon
RTX Corp
RTX
+$36.4M
5
GILD icon
Gilead Sciences
GILD
+$34.1M

Sector Composition

1 Technology 26.51%
2 Financials 15.62%
3 Industrials 11.48%
4 Communication Services 9.84%
5 Healthcare 8.73%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
HSY icon
401
Hershey
HSY
$38.8B
-3,050
IPG icon
402
Interpublic Group of Companies
IPG
$9.76B
-330,227
L icon
403
Loews
L
$20.5B
-2,300
MPLX icon
404
MPLX
MPLX
$49.4B
-20,943
NVO icon
405
Novo Nordisk
NVO
$254B
-2,911
SRE icon
406
Sempra
SRE
$59.9B
-5,451
AOCT
407
Innovator Equity Defined Protection ETF - 2 Yr to October 2026
AOCT
$78.6M
-59,500