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
426
$312K 0.01%
5,025
427
$311K 0.01%
5,300
-400
428
$311K 0.01%
11,651
-1,556
429
$306K ﹤0.01%
3,800
-200
430
$304K ﹤0.01%
7,359
431
$297K ﹤0.01%
22,300
+10,250
432
$297K ﹤0.01%
8,129
-1,153
433
$296K ﹤0.01%
15,691
434
$295K ﹤0.01%
5,015
-1,050
435
$292K ﹤0.01%
19,200
-6,200
436
$283K ﹤0.01%
17,050
-1,700
437
$280K ﹤0.01%
1,660
-200
438
$271K ﹤0.01%
5,446
-1,969
439
$270K ﹤0.01%
+10,400
440
$269K ﹤0.01%
8,250
-700
441
$267K ﹤0.01%
1,940
-75
442
$266K ﹤0.01%
4,995
443
$261K ﹤0.01%
+17,319
444
$261K ﹤0.01%
+8,933
445
$261K ﹤0.01%
3,266
-4,889
446
$257K ﹤0.01%
18,000
447
$256K ﹤0.01%
8,488
-597
448
$254K ﹤0.01%
1,875
-125
449
$250K ﹤0.01%
1
450
$250K ﹤0.01%
5,632
+332
16 17
18
19 20