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
$12.9B
AUM Growth
+$942M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
423
New
Increased
Reduced
Closed

Top Buys

1 +$113M
2 +$41.8M
3 +$18.2M
4
QCOM icon
Qualcomm
QCOM
+$16.3M
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$13M

Top Sells

1 +$58.7M
2 +$49.7M
3 +$47.4M
4
BMY icon
Bristol-Myers Squibb
BMY
+$33.1M
5
GS icon
Goldman Sachs
GS
+$27.9M

Sector Composition

1 Technology 19.92%
2 Financials 17.3%
3 Healthcare 14.46%
4 Industrials 12.41%
5 Consumer Discretionary 7.6%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
401
-4,092
402
-4,102
403
-1,377
404
-709
405
-95,454
406
-4,950
407
-14,190
408
-96,500
409
-4,281
410
-6,501
411
-3,221
412
-382,156
413
-4,450
414
-182,456
415
-978,333
416
-4,542
417
-8,728
418
-11,569
419
-164,471
420
-688,810
421
-609,314
422
-39,500
423
-9,913