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
$9.45B
AUM Growth
+$35.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
516
New
Increased
Reduced
Closed

Top Buys

1
+$34M
2
+$23.3M
3
+$15.3M
4
VO icon
Vanguard Mid-Cap ETF
VO
+$15M
5
MDRX
Veradigm Inc. Common Stock
MDRX
+$10.9M

Top Sells

1
+$123M
2
+$105M
3
+$81.5M
4
DE icon
Deere & Co
DE
+$66.6M
5
MSFT icon
Microsoft
MSFT
+$51.4M

Sector Composition

1 Technology 21.23%
2 Financials 13.45%
3 Industrials 13.25%
4 Communication Services 12.2%
5 Consumer Discretionary 11.95%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$98.3M 1.04%
816,597
-76,210
27
$98M 1.04%
1,115,195
-171,146
28
$96.4M 1.02%
866,373
-87,371
29
$96.1M 1.02%
177,704
-22,180
30
$94.9M 1%
1,145,792
-170,969
31
$92.1M 0.97%
1,294,666
-131,226
32
$91.3M 0.97%
335,210
-37,183
33
$91.2M 0.97%
1,254,263
-35,032
34
$90.1M 0.95%
208,921
+1,335
35
$88.4M 0.94%
236,475
+10,294
36
$88.1M 0.93%
693,612
-102,690
37
$84.1M 0.89%
351,106
-45,697
38
$82.7M 0.88%
2,999,923
-263
39
$78.7M 0.83%
569,596
40
$78.6M 0.83%
337,545
-53,951
41
$78.5M 0.83%
2,590,426
-615,809
42
$71.6M 0.76%
2,123,805
-60,694
43
$68.2M 0.72%
1,654,969
-95,021
44
$65.8M 0.7%
673,569
-36,966
45
$61.3M 0.65%
178,362
-98,629
46
$56.5M 0.6%
258,253
+17,271
47
$56.2M 0.6%
404,040
-752,176
48
$54.5M 0.58%
1,085,186
-158,841
49
$49M 0.52%
1,682,310
-126,668
50
$44.1M 0.47%
208,046
+72,346
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