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
$12B
AUM Growth
-$1.07B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
426
New
Increased
Reduced
Closed

Top Buys

1 +$95.5M
2 +$47.7M
3 +$31.8M
4
SWK icon
Stanley Black & Decker
SWK
+$23.4M
5
LCF icon
Touchstone US Large Cap Focused ETF
LCF
+$22.4M

Top Sells

1 +$34.6M
2 +$31.3M
3 +$28.9M
4
MSFT icon
Microsoft
MSFT
+$27.6M
5
GOOG icon
Alphabet (Google) Class C
GOOG
+$26.8M

Sector Composition

1 Technology 20.07%
2 Financials 17.43%
3 Healthcare 13.61%
4 Industrials 12.11%
5 Consumer Discretionary 8.6%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
26
$119M 0.99%
1,410,715
-24,716
27
$110M 0.92%
765,560
-58,237
28
$110M 0.92%
2,530,198
-300,820
29
$101M 0.85%
550,835
-50,854
30
$97.1M 0.81%
1,145,596
-90,463
31
$95.5M 0.8%
+4,000,000
32
$81.6M 0.68%
75,237
-6,091
33
$80.6M 0.67%
668,049
-135,970
34
$79.8M 0.67%
555,756
-22,797
35
$79.2M 0.66%
237,287
-9,131
36
$78.4M 0.66%
519,152
-126,904
37
$75.2M 0.63%
611,574
38
$73.8M 0.62%
206,737
-12,864
39
$72.2M 0.6%
838,006
+14,458
40
$71.4M 0.6%
671,206
+10,879
41
$71.4M 0.6%
883,735
+46,100
42
$70.6M 0.59%
128,315
+18,105
43
$70M 0.59%
1,466,036
-88,489
44
$69.5M 0.58%
4,528,394
+99,732
45
$68.9M 0.58%
191,445
-17,482
46
$67.8M 0.57%
224,124
-8,188
47
$67.5M 0.56%
5,122,420
+76,032
48
$66.1M 0.55%
239,535
-10
49
$65.7M 0.55%
274,028
-40,931
50
$65.4M 0.55%
1,634,222
-91,032