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
$8.18B
AUM Growth
-$1.97B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
582
New
Increased
Reduced
Closed

Top Buys

1 +$36.7M
2 +$30.3M
3 +$22.9M
4
CRM icon
Salesforce
CRM
+$22.6M
5
YUMC icon
Yum China
YUMC
+$20.3M

Top Sells

1 +$94M
2 +$48.3M
3 +$33.3M
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$32.4M
5
RAMP icon
LiveRamp
RAMP
+$31.2M

Sector Composition

1 Technology 16.94%
2 Financials 15.79%
3 Healthcare 13.92%
4 Industrials 11.8%
5 Communication Services 10.94%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
26
$80.4M 0.98%
481,067
+7,904
27
$79.6M 0.97%
1,187,679
-143,379
28
$79.3M 0.97%
1,473,925
-187,178
29
$72.1M 0.88%
546,384
+3,472
30
$69.7M 0.85%
504,087
-46,079
31
$66.8M 0.82%
649,430
+14,080
32
$66.7M 0.82%
3,092,299
-430,117
33
$63.1M 0.77%
397,794
+83,356
34
$62.9M 0.77%
2,555,100
+225,714
35
$61.9M 0.76%
569,160
-11,503
36
$61.3M 0.75%
410,735
+245,986
37
$60.7M 0.74%
1,680,343
+4,059
38
$58.9M 0.72%
1,756,715
+605,370
39
$57.7M 0.71%
1,228,901
-139,427
40
$56.8M 0.69%
319,790
-21,347
41
$53.4M 0.65%
200,446
+764
42
$53.3M 0.65%
731,355
-37,100
43
$50.5M 0.62%
1,400,519
-27,247
44
$50.3M 0.62%
515,667
-30,702
45
$48.9M 0.6%
291,132
46
$47.8M 0.59%
148,359
-17,191
47
$46.6M 0.57%
200,702
-3,565
48
$45.9M 0.56%
26,658
-5,029
49
$44.6M 0.55%
853,400
-110,620
50
$43.3M 0.53%
230,216
-55