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
$16.7B
AUM Growth
+$296M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
418
New
Increased
Reduced
Closed

Top Buys

1
+$68.6M
2
+$51.6M
3
+$35.9M
4
LIN icon
Linde
LIN
+$33.5M
5
SMMD icon
iShares Russell 2500 ETF
SMMD
+$29.1M

Top Sells

1
+$46.2M
2
+$40.4M
3
+$36.5M
4
RTX icon
RTX Corp
RTX
+$27.3M
5
ETR icon
Entergy
ETR
+$21.9M

Sector Composition

1 Technology 24.92%
2 Financials 15.49%
3 Industrials 11.14%
4 Healthcare 10.56%
5 Communication Services 9.64%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$156M 0.93%
518,274
-10,070
27
$152M 0.91%
655,429
+56,728
28
$148M 0.89%
3,952,198
+188,948
29
$146M 0.87%
2,573,521
+17,973
30
$136M 0.81%
5,342,807
-29,995
31
$133M 0.79%
76,922
-633
32
$132M 0.79%
744,465
+108,369
33
$129M 0.77%
1,687,524
-100,092
34
$128M 0.76%
1,594,895
+109,100
35
$118M 0.7%
1,553,629
-14,883
36
$117M 0.7%
592,060
+3,765
37
$116M 0.69%
1,366,218
+3,442
38
$104M 0.62%
412,090
-3,080
39
$104M 0.62%
1,140,119
+3,132
40
$102M 0.61%
773,944
+33,413
41
$100M 0.6%
1,910,630
-110,655
42
$100M 0.6%
3,860,413
-24,995
43
$98.8M 0.59%
383,078
-5,320
44
$98.2M 0.59%
188,938
-108
45
$92.8M 0.55%
1,363,980
+427,780
46
$86.1M 0.51%
1,225,100
+144,037
47
$84.4M 0.5%
216,955
+18,795
48
$83.2M 0.5%
607,677
+3,580
49
$82.4M 0.49%
1,391,718
+99,959
50
$80.8M 0.48%
367,589
-210,036
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