FWIA

Fort Washington Investment Advisors Portfolio holdings

AUM $17.4B
1-Year Est. Return 21.08%
This Quarter Est. Return
1 Year Est. Return
+21.08%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$4.96B
AUM Growth
+$149M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
465
New
Increased
Reduced
Closed

Top Buys

1
+$61.2M
2
+$41M
3
+$39.7M
4
NVS icon
Novartis
NVS
+$17M
5
CSX icon
CSX Corp
CSX
+$15.3M

Top Sells

1
+$104M
2
+$57.7M
3
+$25.5M
4
XLNX
Xilinx Inc
XLNX
+$22M
5
WFC icon
Wells Fargo
WFC
+$21.5M

Sector Composition

1 Financials 15.23%
2 Technology 13.93%
3 Industrials 13.49%
4 Healthcare 12.64%
5 Consumer Staples 10.28%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$61.2M 1.23%
+1,572,620
27
$60.3M 1.21%
864,084
+35,309
28
$59M 1.19%
1,018,818
+21,124
29
$56.7M 1.14%
1,248,575
-86,359
30
$55M 1.11%
396,376
+11,465
31
$51.8M 1.04%
1,907,128
+252,954
32
$51.7M 1.04%
663,823
+525,965
33
$50.2M 1.01%
163,906
+38,062
34
$46.9M 0.94%
1,376,706
+30,533
35
$46.6M 0.94%
36,543
+1,086
36
$46.4M 0.94%
352,688
+70,640
37
$45.9M 0.92%
586,391
+507,490
38
$45.3M 0.91%
1,017,803
-165,894
39
$40.9M 0.82%
293,772
-4,500
40
$40.6M 0.82%
1,179,320
-267,920
41
$38.5M 0.78%
881,203
+20,678
42
$37.5M 0.76%
974,353
-67,389
43
$30.2M 0.61%
655,274
-2,500
44
$27.9M 0.56%
211,261
-2,160
45
$27.6M 0.56%
1,661,860
46
$23.1M 0.47%
425,479
-395,410
47
$22.9M 0.46%
229,254
-250
48
$22M 0.44%
859,667
+119,100
49
$21.4M 0.43%
211,589
-54,559
50
$20.8M 0.42%
61,184
-117
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