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
$13.8B
AUM Growth
+$571M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
396
New
Increased
Reduced
Closed

Top Buys

1 +$38.9M
2 +$31.9M
3 +$17.4M
4
PINC
Premier
PINC
+$16.4M
5
SWK icon
Stanley Black & Decker
SWK
+$15.2M

Top Sells

1 +$53.6M
2 +$39.8M
3 +$37.4M
4
MSFT icon
Microsoft
MSFT
+$30M
5
WMT icon
Walmart
WMT
+$20.5M

Sector Composition

1 Technology 23.73%
2 Financials 15.62%
3 Healthcare 12.93%
4 Industrials 11.87%
5 Communication Services 8.25%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
26
$141M 1.02%
1,507,050
+162,401
27
$138M 0.99%
1,029,314
+887
28
$133M 0.96%
2,319,523
-142,599
29
$129M 0.93%
2,020,884
-20,689
30
$123M 0.89%
1,243,417
-70,794
31
$122M 0.88%
367,854
-56,820
32
$111M 0.8%
1,274,960
-88,620
33
$104M 0.75%
74,959
-552
34
$102M 0.74%
1,181,565
+36,754
35
$99.8M 0.72%
223,834
+71,641
36
$99.2M 0.72%
4,025,595
+12,684
37
$95.1M 0.69%
450,236
-481
38
$90.9M 0.66%
189,046
39
$89M 0.64%
394,083
-997
40
$88.4M 0.64%
182,181
-23,099
41
$88.3M 0.64%
2,003,690
-3,280
42
$87.8M 0.63%
1,448,519
-2,913
43
$84.1M 0.61%
1,625,737
+28,262
44
$83.7M 0.6%
532,151
+1,731
45
$80.8M 0.58%
116,931
-7,215
46
$79.8M 0.58%
670,181
+22,777
47
$76.5M 0.55%
552,169
-52,349
48
$76.2M 0.55%
245,333
+1,704
49
$71.7M 0.52%
604,097
+70
50
$68.4M 0.49%
469,694
-11,601