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
$13.2B
AUM Growth
-$601M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
395
New
Increased
Reduced
Closed

Top Buys

1
+$95.6M
2
+$44.6M
3
+$35.7M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$27.8M
5
PFE icon
Pfizer
PFE
+$21.6M

Top Sells

1
+$26M
2
+$23M
3
+$22.5M
4
KLAC icon
KLA
KLAC
+$21.2M
5
LESL icon
Leslie's
LESL
+$20.3M

Sector Composition

1 Technology 22.34%
2 Financials 16.22%
3 Healthcare 13.02%
4 Industrials 11.34%
5 Communication Services 8.34%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$132M 1%
537,000
+450
27
$128M 0.96%
1,527,842
+20,792
28
$124M 0.94%
288,569
+64,735
29
$123M 0.93%
2,318,915
-608
30
$116M 0.88%
2,000,617
-20,267
31
$116M 0.87%
1,308,245
+126,680
32
$114M 0.86%
1,251,996
+8,579
33
$110M 0.83%
74,967
+8
34
$98.8M 0.75%
315,377
-52,477
35
$96.7M 0.73%
4,025,595
36
$95.6M 0.72%
+1,402,556
37
$91.6M 0.69%
189,046
38
$86.3M 0.65%
450,434
+198
39
$84.6M 0.64%
502,011
-30,140
40
$84.4M 0.64%
392,886
-1,197
41
$82.9M 0.63%
997,710
-277,250
42
$81.8M 0.62%
1,521,092
-104,645
43
$80.2M 0.61%
1,526,070
+77,551
44
$75.6M 0.57%
680,816
+10,635
45
$72.7M 0.55%
112,522
-4,409
46
$72.6M 0.55%
240,201
-5,132
47
$71.6M 0.54%
1,895,440
-108,250
48
$70.5M 0.53%
469,272
-422
49
$69.7M 0.53%
557,547
+5,378
50
$69.2M 0.52%
2,556,536
+1,318,361
1
2
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