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
401
$420K 0.01%
7,900
-1,700
402
$412K 0.01%
11,569
+1,270
403
$403K 0.01%
1,975
404
$399K 0.01%
16,726
-67
405
$392K 0.01%
5,905
-2,895
406
$389K 0.01%
11,600
-2,200
407
$384K 0.01%
2,754
-450
408
$381K 0.01%
10,444
-75,450
409
$378K 0.01%
7,000
410
$377K 0.01%
11,400
-7,700
411
$377K 0.01%
7,150
-575
412
$370K 0.01%
3,276
+357
413
$359K 0.01%
+6,218
414
$359K 0.01%
4,601
+25
415
$359K 0.01%
25,000
416
$353K 0.01%
8,537
-7,930
417
$351K 0.01%
9,394
+58
418
$351K 0.01%
25,088
+2,150
419
$336K 0.01%
23,962
-1,500
420
$335K 0.01%
5,700
-128
421
$334K 0.01%
4,300
+100
422
$330K 0.01%
+2,905
423
$327K 0.01%
8,480
-600
424
$318K 0.01%
3,400
+400
425
$317K 0.01%
5,412
-461
15 16
17
18 19