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
$9.89B
AUM Growth
+$230M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
585
New
Increased
Reduced
Closed

Top Buys

1
+$99.1M
2
+$67.8M
3
+$56.5M
4
KMI icon
Kinder Morgan
KMI
+$18.4M
5
SFM icon
Sprouts Farmers Market
SFM
+$18.3M

Top Sells

1
+$92.4M
2
+$88.6M
3
+$48.5M
4
BKNG icon
Booking.com
BKNG
+$26.8M
5
IWS icon
iShares Russell Mid-Cap Value ETF
IWS
+$26M

Sector Composition

1 Technology 16.18%
2 Financials 14.77%
3 Healthcare 12.53%
4 Industrials 11.71%
5 Consumer Discretionary 10.21%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$103M 1.05%
1,856,462
+6,234
27
$99.1M 1%
+1,162,097
28
$97.9M 0.99%
1,707,406
+113,202
29
$95.3M 0.96%
432,183
+7,790
30
$93.6M 0.95%
46,187
-13,201
31
$89.3M 0.9%
1,332,808
+21,057
32
$83.7M 0.85%
290,173
-22,639
33
$81.7M 0.83%
3,368,264
+302,260
34
$80.7M 0.82%
569,710
-36,366
35
$76.3M 0.77%
571,024
+91,017
36
$75.4M 0.76%
1,544,020
+219,334
37
$75.1M 0.76%
223,863
-624
38
$72.8M 0.74%
569,131
+118,270
39
$72.6M 0.73%
1,693,465
+4,344
40
$71.9M 0.73%
542,770
+108
41
$67.9M 0.69%
1,365,129
-87,773
42
$67.8M 0.69%
+1,739,777
43
$63.1M 0.64%
966,240
+13,640
44
$62.9M 0.64%
1,395,464
-115,402
45
$59.5M 0.6%
291,107
+14
46
$57M 0.58%
547,240
-152
47
$56.5M 0.57%
+1,971,882
48
$55.2M 0.56%
977,480
+6,420
49
$55.1M 0.56%
199,682
+35,700
50
$53.5M 0.54%
341,755
-972
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