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
$16.3B
AUM Growth
-$457M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
409
New
Increased
Reduced
Closed

Top Buys

1 +$43.3M
2 +$38.8M
3 +$28.8M
4
DE icon
Deere & Co
DE
+$27M
5
GOOG icon
Alphabet (Google) Class C
GOOG
+$24.6M

Top Sells

1 +$63.9M
2 +$36.6M
3 +$35.4M
4
LUV icon
Southwest Airlines
LUV
+$31.9M
5
RTX icon
RTX Corp
RTX
+$26.4M

Sector Composition

1 Technology 23.4%
2 Financials 15.5%
3 Industrials 11.5%
4 Healthcare 11.44%
5 Communication Services 9.23%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
26
$161M 0.99%
1,214,011
-199,069
27
$158M 0.97%
2,592,397
+18,876
28
$149M 0.92%
79,777
+2,855
29
$145M 0.89%
3,942,139
-10,059
30
$142M 0.87%
1,705,337
+151,708
31
$141M 0.86%
5,455,966
+113,159
32
$127M 0.78%
747,098
+2,633
33
$115M 0.7%
1,493,253
-101,642
34
$114M 0.7%
1,532,878
-154,646
35
$111M 0.68%
188,938
36
$108M 0.66%
649,777
+57,717
37
$107M 0.66%
1,094,976
-45,143
38
$107M 0.66%
897,942
+123,998
39
$106M 0.65%
635,300
-20,129
40
$105M 0.64%
1,349,719
-16,499
41
$100M 0.61%
403,775
-8,315
42
$100M 0.61%
3,825,413
-35,000
43
$94.1M 0.58%
1,504,650
+140,670
44
$92.5M 0.57%
1,580,943
-329,687
45
$89.5M 0.55%
383,063
-15
46
$84.4M 0.52%
1,175,842
-49,258
47
$80.6M 0.49%
481,553
-24,581
48
$79.8M 0.49%
607,677
49
$79.2M 0.49%
464,529
+4,493
50
$79.1M 0.49%
2,798,044
-298,245