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
$6.24B
AUM Growth
+$254M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
503
New
Increased
Reduced
Closed

Top Buys

1
+$69.4M
2
+$58.1M
3
+$41.1M
4
ROP icon
Roper Technologies
ROP
+$19.9M
5
BMY icon
Bristol-Myers Squibb
BMY
+$13.9M

Top Sells

1
+$99.5M
2
+$51.4M
3
+$39.1M
4
MDLZ icon
Mondelez International
MDLZ
+$14M
5
BTZ icon
BlackRock Credit Allocation Income Trust
BTZ
+$8.32M

Sector Composition

1 Financials 15.04%
2 Technology 14.76%
3 Industrials 12.76%
4 Healthcare 11.67%
5 Consumer Discretionary 7.9%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$86.3M 1.38%
432,976
-2,180
27
$84.7M 1.36%
311,749
+5,645
28
$84.3M 1.35%
1,896,257
-73,095
29
$84M 1.35%
47,071
+1,083
30
$79.8M 1.28%
751,020
+17,554
31
$78.7M 1.26%
822,547
+25,541
32
$75.8M 1.21%
1,542,810
+49,717
33
$75.6M 1.21%
916,394
+13,680
34
$72.9M 1.17%
1,594,321
+32,328
35
$72.3M 1.16%
926,436
+38,736
36
$71.5M 1.15%
869,131
+21,160
37
$70.2M 1.12%
1,411,193
+1,395,835
38
$67.3M 1.08%
952,070
+31,121
39
$65.2M 1.04%
497,143
+10,510
40
$59.6M 0.96%
537,316
+45,193
41
$59.1M 0.95%
1,403,728
+1,378,519
42
$58.6M 0.94%
710,717
+65,211
43
$56.7M 0.91%
1,571,699
+5,166
44
$49.7M 0.8%
1,172,460
-23,200
45
$47.1M 0.75%
291,093
46
$45.2M 0.72%
191,598
+8,140
47
$43M 0.69%
1,579,681
+1,511,405
48
$37M 0.59%
1,816,496
-7,042
49
$36.5M 0.58%
653,699
+100
50
$33.8M 0.54%
163,696
+96,263
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