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
426
$505K 0.01%
13,500
-734
427
$502K 0.01%
6,218
428
$502K 0.01%
8,640
429
$501K 0.01%
4,521
-322
430
$499K 0.01%
4,995
-1,300
431
$494K 0.01%
+3,900
432
$490K 0.01%
30,997
+1,550
433
$490K 0.01%
9,504
+5,400
434
$489K ﹤0.01%
+8,600
435
$487K ﹤0.01%
10,706
436
$486K ﹤0.01%
7,360
-400
437
$478K ﹤0.01%
+8,519
438
$473K ﹤0.01%
5,257
-114
439
$471K ﹤0.01%
5,052
+1,232
440
$467K ﹤0.01%
5,829
-127
441
$466K ﹤0.01%
5,600
+550
442
$454K ﹤0.01%
19,672
+9,807
443
$449K ﹤0.01%
6,805
-133
444
$447K ﹤0.01%
10,500
-400
445
$445K ﹤0.01%
12,700
-300
446
$445K ﹤0.01%
9,600
+4,700
447
$441K ﹤0.01%
1,769
+254
448
$438K ﹤0.01%
14,300
+2,600
449
$432K ﹤0.01%
4,590
-200
450
$431K ﹤0.01%
7,775
-168
16 17
18
19 20