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
451
$429K ﹤0.01%
30,000
+1,700
452
$427K ﹤0.01%
16,794
+2,700
453
$426K ﹤0.01%
9,600
-500
454
$425K ﹤0.01%
12,267
455
$418K ﹤0.01%
19,900
-3,500
456
$417K ﹤0.01%
1,400
-59
457
$415K ﹤0.01%
8,499
-1,031
458
$412K ﹤0.01%
3,850
-18,535
459
$409K ﹤0.01%
14,242
-309
460
$406K ﹤0.01%
3,695
461
$391K ﹤0.01%
3,757
+697
462
$383K ﹤0.01%
3,587
-150
463
$376K ﹤0.01%
7,582
-119
464
$376K ﹤0.01%
3,766
-78
465
$375K ﹤0.01%
6,022
-431
466
$368K ﹤0.01%
15,130
-1,000
467
$361K ﹤0.01%
8,396
+430
468
$347K ﹤0.01%
6,407
469
$344K ﹤0.01%
7,359
470
$341K ﹤0.01%
7,762
-1,238
471
$340K ﹤0.01%
4,305
-199,170
472
$336K ﹤0.01%
2,690
473
$333K ﹤0.01%
3,330
+930
474
$324K ﹤0.01%
8,350
475
$323K ﹤0.01%
7,271
-74
17 18
19
20 21