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
$6.46B
AUM Growth
+$116M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
531
New
Increased
Reduced
Closed

Top Buys

1 +$17.4M
2 +$16.5M
3 +$16.5M
4
ET icon
Energy Transfer Partners
ET
+$16.2M
5
TRGP icon
Targa Resources
TRGP
+$6.54M

Top Sells

1 +$40.5M
2 +$22.1M
3 +$19.6M
4
AMZN icon
Amazon
AMZN
+$19.1M
5
RMP
Rice Midstream Partners LP
RMP
+$12.1M

Sector Composition

1 Financials 14.92%
2 Technology 14.58%
3 Industrials 12.49%
4 Healthcare 11.11%
5 Communication Services 9.51%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
26
$85.9M 1.33%
2,553,652
-201,287
27
$83.6M 1.29%
2,824,991
-732
28
$80.2M 1.24%
361,042
-21,130
29
$80M 1.24%
576,781
+2,057
30
$79.1M 1.22%
847,112
+27,723
31
$78M 1.21%
1,320,331
-77,829
32
$76.4M 1.18%
932,094
+7,673
33
$74.3M 1.15%
1,065,759
+7,281
34
$74M 1.14%
2,804,962
+18,219
35
$71.8M 1.11%
1,560,622
+7,365
36
$70.5M 1.09%
964,378
+10,873
37
$67.1M 1.04%
626,207
-83,634
38
$67.1M 1.04%
542,933
+3,774
39
$64M 0.99%
1,573,044
-173,419
40
$63.7M 0.99%
889,829
+17,706
41
$62.6M 0.97%
1,593,666
+2,442
42
$59.1M 0.91%
1,477,743
-42,357
43
$58.3M 0.9%
1,447,871
+7,408
44
$58.3M 0.9%
1,531,538
-14,811
45
$54.1M 0.84%
215,144
+14,350
46
$52.1M 0.81%
291,093
47
$50.1M 0.78%
477,927
+769
48
$48.8M 0.76%
1,003,040
-100,960
49
$40.9M 0.63%
653,199
-500
50
$40.8M 0.63%
1,778,361
-41,374