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
$9.66B
AUM Growth
-$428M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
609
New
Increased
Reduced
Closed

Top Buys

1
+$52.2M
2
+$20.6M
3
+$17.4M
4
SBUX icon
Starbucks
SBUX
+$16M
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$15.9M

Top Sells

1
+$92.8M
2
+$69.3M
3
+$31.5M
4
CMA icon
Comerica
CMA
+$28.3M
5
EQIX icon
Equinix
EQIX
+$23.2M

Sector Composition

1 Technology 16.9%
2 Financials 15.43%
3 Healthcare 12.29%
4 Industrials 11.15%
5 Consumer Discretionary 9.61%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$106M 1.09%
1,333,333
-11,961
27
$105M 1.08%
1,594,204
+19,424
28
$104M 1.08%
1,850,228
-4,600
29
$95.3M 0.99%
617,411
+81,007
30
$94.2M 0.97%
2,566,106
-76,169
31
– –
0
32
$85M 0.88%
1,311,751
+66,646
33
$82.6M 0.85%
3,066,004
+153,633
34
$81.5M 0.84%
606,076
-26,479
35
$78.2M 0.81%
312,812
-13,173
36
$76.7M 0.79%
1,324,686
+275,929
37
$75.7M 0.78%
1,452,902
-73,587
38
$73.6M 0.76%
224,487
-9,387
39
$70.9M 0.73%
1,510,866
-64,929
40
$70.5M 0.73%
1,689,121
+17,693
41
$70.4M 0.73%
480,007
+19,499
42
$64.9M 0.67%
542,662
+978
43
$64M 0.66%
450,861
+145,083
44
$60.2M 0.62%
547,392
-28,089
45
$55.8M 0.58%
952,600
+5,589
46
$55.5M 0.57%
291,093
47
$54.2M 0.56%
1,537,569
+17,165
48
$53.6M 0.55%
342,727
-14,210
49
$52.2M 0.54%
+1,105,125
50
$50.4M 0.52%
971,060
-22,700
1
2
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