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
$9.45B
AUM Growth
+$35.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
516
New
Increased
Reduced
Closed

Top Buys

1 +$34M
2 +$23.3M
3 +$15.3M
4
VO icon
Vanguard Mid-Cap ETF
VO
+$15M
5
MDRX
Veradigm Inc. Common Stock
MDRX
+$10.9M

Top Sells

1 +$123M
2 +$105M
3 +$81.5M
4
DE icon
Deere & Co
DE
+$66.6M
5
MSFT icon
Microsoft
MSFT
+$51.4M

Sector Composition

1 Technology 21.23%
2 Financials 13.45%
3 Industrials 13.25%
4 Communication Services 12.2%
5 Consumer Discretionary 11.95%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
401
$439K ﹤0.01%
13,100
+1,300
402
$418K ﹤0.01%
3,980
-200
403
$415K ﹤0.01%
1,957
404
$412K ﹤0.01%
7,419
-400
405
$411K ﹤0.01%
3,400
-100
406
$409K ﹤0.01%
2,459
-426
407
$405K ﹤0.01%
2,550
-175
408
$404K ﹤0.01%
1,700
-100
409
$402K ﹤0.01%
2,245
-63
410
$402K ﹤0.01%
2,066
-450
411
$400K ﹤0.01%
29,800
-1,200
412
$392K ﹤0.01%
26,800
+11,300
413
$391K ﹤0.01%
14,205
-1,900
414
$391K ﹤0.01%
9,500
+3,500
415
$388K ﹤0.01%
18,300
-200
416
$388K ﹤0.01%
1,900
417
$382K ﹤0.01%
11,400
-2,800
418
$373K ﹤0.01%
12,643
419
$372K ﹤0.01%
4,948
-153
420
$370K ﹤0.01%
1,906
-68
421
$370K ﹤0.01%
4,444
422
$366K ﹤0.01%
3,330
-27
423
$366K ﹤0.01%
4,309
-12,110
424
$359K ﹤0.01%
12,139
-1,800
425
$359K ﹤0.01%
3,065
+105