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
401
$578K 0.01%
3,713
+45
402
$576K 0.01%
8,000
403
$574K 0.01%
4,150
+200
404
$567K 0.01%
191
-4
405
$564K 0.01%
6,060
406
$564K 0.01%
9,425
-4,310
407
$562K 0.01%
15,490
-3,800
408
$562K 0.01%
8,700
+1,500
409
– –
0
410
$560K 0.01%
19,575
-2,100
411
$559K 0.01%
43,334
-1,000
412
$553K 0.01%
5,682
-413
413
$551K 0.01%
6,036
-1,205
414
$547K 0.01%
4,410
+1,041
415
$545K 0.01%
5,638
-230
416
$539K 0.01%
7,396
417
$538K 0.01%
18,275
+5,800
418
$531K 0.01%
17,128
+2,900
419
$531K 0.01%
29,100
420
$529K 0.01%
8,814
421
$528K 0.01%
3,574
-77
422
$527K 0.01%
3,058
-66
423
$527K 0.01%
11,300
-3,000
424
$520K 0.01%
7,512
+1,112
425
$506K 0.01%
4,054
+3
15 16
17
18 19