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
$15.7B
AUM Growth
-$776M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
538
New
Increased
Reduced
Closed

Top Buys

1
+$75.8M
2
+$64M
3
+$24.5M
4
ABNB icon
Airbnb
ABNB
+$22.6M
5
BAC icon
Bank of America
BAC
+$21.9M

Top Sells

1
+$68.8M
2
+$48.4M
3
+$45.8M
4
PH icon
Parker-Hannifin
PH
+$43.2M
5
LMT icon
Lockheed Martin
LMT
+$36.2M

Sector Composition

1 Technology 21.31%
2 Financials 16.58%
3 Healthcare 12.84%
4 Industrials 11.37%
5 Communication Services 9.57%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$173M 1.1%
1,121,327
+2,146
27
$151M 0.96%
602,788
-192,980
28
$148M 0.94%
1,138,481
+17,196
29
$132M 0.84%
717,520
-3,302
30
$128M 0.81%
307,152
-110,172
31
$120M 0.76%
1,314,217
+236,621
32
$118M 0.75%
2,996,165
-346,993
33
$117M 0.74%
1,554,400
+7,759
34
$113M 0.72%
694,667
+16,743
35
$113M 0.72%
2,828,518
-8
36
$102M 0.65%
427,888
+11,301
37
$102M 0.65%
5,727,972
+26,971
38
$98.7M 0.63%
208,927
-1,925
39
$95.2M 0.6%
1,235,009
+91,378
40
$94.6M 0.6%
209,493
-7,110
41
$93.9M 0.6%
1,683,794
+19,553
42
$92.2M 0.59%
1,464,400
-61,230
43
$92.1M 0.58%
208,612
-81,980
44
$89.4M 0.57%
534,338
-16,556
45
$89.1M 0.57%
611,574
-6,302
46
$88.9M 0.56%
801,460
+24,640
47
$87.9M 0.56%
59,604
+51,358
48
$87.8M 0.56%
1,723,585
+60,967
49
$86.4M 0.55%
349,548
-12,828
50
$83.5M 0.53%
294,304
-152,087
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2
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