We are live on ! Find out more
FWIA

Fort Washington Investment Advisors Portfolio holdings

AUM $18.1B
1-Year Est. Return 18.25%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+18.25%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$13B
AUM Growth
-$2.71B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
517
New
Increased
Reduced
Closed

Top Buys

1
+$61.4M
2
+$29.8M
3
+$21.3M
4
WBD icon
Warner Bros
WBD
+$18.7M
5
BAC icon
Bank of America
BAC
+$16M

Top Sells

1
+$110M
2
+$55M
3
+$48.9M
4
RTX icon
RTX Corp
RTX
+$42.3M
5
LQD icon
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
+$41.5M

Sector Composition

1 Technology 21.02%
2 Financials 17.06%
3 Healthcare 13.71%
4 Industrials 11.7%
5 Communication Services 9.05%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
451
– –
-10,200
452
– –
-3,272
453
– –
-126,600
454
– –
-11,100
455
– –
-20,800
456
– –
-18,671
457
– –
-8,800
458
– –
-5,000
459
– –
-2,308
460
– –
-6,700
461
– –
-34,400
462
– –
-269,634
463
– –
-10,396
464
– –
-7,418
465
– –
-20,200
466
– –
-6,601
467
– –
-29,800
468
– –
-251,419
469
– –
-25,700
470
– –
-14,700
471
– –
-17,000
472
– –
-18,000
473
– –
-922
474
– –
-13,700
475
– –
-18,530
17 18
19
20 21