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
$16.5B
AUM Growth
+$878M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
531
New
Increased
Reduced
Closed

Top Buys

1 +$129M
2 +$56.7M
3 +$48.7M
4
BMY icon
Bristol-Myers Squibb
BMY
+$45.3M
5
SYY icon
Sysco
SYY
+$22.9M

Top Sells

1 +$81.6M
2 +$66.4M
3 +$60.1M
4
JLL icon
Jones Lang LaSalle
JLL
+$51M
5
MSFT icon
Microsoft
MSFT
+$49.3M

Sector Composition

1 Technology 22.12%
2 Financials 15.67%
3 Healthcare 12.12%
4 Industrials 11.7%
5 Communication Services 10.95%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
26
$156M 0.94%
2,551,284
-5,383
27
$150M 0.91%
720,822
-147
28
$150M 0.91%
1,121,285
-261,500
29
$149M 0.9%
1,119,181
+69,829
30
$143M 0.87%
417,324
-3,295
31
$142M 0.86%
446,391
-41,296
32
$136M 0.82%
2,828,526
+840
33
$127M 0.77%
1,546,641
+5,187
34
$126M 0.76%
1,077,596
-5,208
35
$125M 0.76%
386,690
-205,267
36
$123M 0.75%
2,048,570
-271,590
37
$123M 0.75%
3,343,158
+13,460
38
$114M 0.69%
416,587
-34,414
39
$111M 0.67%
700,087
-85,576
40
$106M 0.64%
5,701,001
+809,029
41
$105M 0.64%
1,664,241
-208,292
42
$105M 0.64%
253,410
-42,960
43
$104M 0.63%
210,852
+1,931
44
$103M 0.63%
290,592
+3,115
45
$103M 0.62%
216,603
-12,350
46
$103M 0.62%
562,135
-25,236
47
$102M 0.61%
1,525,630
-80,140
48
$101M 0.61%
1,143,631
+551,729
49
$97.1M 0.59%
362,376
-68,400
50
$95.7M 0.58%
550,894
-71,226