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
$4.8B
AUM Growth
-$350M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
464
New
Increased
Reduced
Closed

Top Buys

1 +$54.8M
2 +$28.5M
3 +$22.1M
4
GE icon
GE Aerospace
GE
+$16.7M
5
AGCO icon
AGCO
AGCO
+$15.4M

Top Sells

1 +$44.6M
2 +$23M
3 +$19.6M
4
C icon
Citigroup
C
+$19.6M
5
MSFT icon
Microsoft
MSFT
+$18.9M

Sector Composition

1 Energy 18.13%
2 Financials 16.49%
3 Industrials 11.1%
4 Technology 10.07%
5 Consumer Staples 9.98%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
26
$51.1M 1.06%
416,521
+136,286
27
$51.1M 1.06%
749,194
+25,685
28
$48.5M 1.01%
1,480,672
+19,421
29
$48.1M 1%
1,036,823
-408,396
30
$47.7M 0.99%
1,149,993
+21,384
31
$46.5M 0.97%
720,681
+34,311
32
$46.4M 0.97%
849,880
-34,895
33
$43.3M 0.9%
437,808
+222,920
34
$38.7M 0.81%
298,272
-980
35
$38.2M 0.8%
649,298
+400
36
$37.5M 0.78%
314,599
-3,009
37
$36.9M 0.77%
703,240
+58,812
38
$36.5M 0.76%
1,661,860
39
$36.3M 0.76%
430,680
-10,832
40
$35.5M 0.74%
318,900
-25,081
41
$34.9M 0.73%
1,506,312
+22,350
42
$34.1M 0.71%
444,466
-242,092
43
$33.9M 0.71%
842,124
-7,000
44
$33.2M 0.69%
292,819
+23,920
45
$33M 0.69%
826,131
+95,357
46
$32.7M 0.68%
790,431
+37,429
47
$30.4M 0.63%
833,100
+267,000
48
$28.5M 0.59%
+364,321
49
$25.9M 0.54%
492,970
+10,300
50
$25.1M 0.52%
589,020
-22,091