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
$12.9B
AUM Growth
+$942M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
423
New
Increased
Reduced
Closed

Top Buys

1
+$113M
2
+$41.8M
3
+$18.2M
4
QCOM icon
Qualcomm
QCOM
+$16.3M
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$13M

Top Sells

1
+$58.7M
2
+$49.7M
3
+$47.4M
4
BMY icon
Bristol-Myers Squibb
BMY
+$33.1M
5
GS icon
Goldman Sachs
GS
+$27.9M

Sector Composition

1 Technology 19.92%
2 Financials 17.3%
3 Healthcare 14.46%
4 Industrials 12.41%
5 Consumer Discretionary 7.6%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$130M 1.01%
541,829
-9,006
27
$125M 0.97%
2,464,830
-65,368
28
$119M 0.92%
1,146,055
+459
29
$112M 0.87%
929,352
-87,251
30
$107M 0.83%
454,080
-202,046
31
$99.5M 0.77%
554,534
-1,222
32
$99.5M 0.77%
75,526
+289
33
$99.2M 0.77%
748,225
-17,335
34
$98.9M 0.77%
4,025,822
+25,822
35
$89M 0.69%
207,650
-29,637
36
$88.5M 0.69%
797,461
-40,545
37
$87.4M 0.68%
123,354
-4,961
38
$85.9M 0.67%
451,066
+26,504
39
$84M 0.65%
611,574
40
$82.7M 0.64%
191,445
41
$80.1M 0.62%
212,371
-11,753
42
$79.4M 0.62%
620,282
-50,924
43
$78.1M 0.61%
4,243,383
-285,011
44
$76.2M 0.59%
241,304
+1,769
45
$75.8M 0.59%
1,354,970
-47,880
46
$75.6M 0.59%
1,586,611
-47,611
47
$75.6M 0.59%
1,451,676
-14,360
48
$73.7M 0.57%
151,513
-7,358
49
$69.8M 0.54%
635,126
+147,842
50
$68.7M 0.53%
541,930
+25,182
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