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
$9.89B
AUM Growth
+$230M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
585
New
Increased
Reduced
Closed

Top Buys

1
+$99.1M
2
+$67.8M
3
+$56.5M
4
KMI icon
Kinder Morgan
KMI
+$18.4M
5
SFM icon
Sprouts Farmers Market
SFM
+$18.3M

Top Sells

1
+$92.4M
2
+$88.6M
3
+$48.5M
4
BKNG icon
Booking.com
BKNG
+$26.8M
5
IWS icon
iShares Russell Mid-Cap Value ETF
IWS
+$26M

Sector Composition

1 Technology 16.18%
2 Financials 14.77%
3 Healthcare 12.53%
4 Industrials 11.71%
5 Consumer Discretionary 10.21%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
476
$322K ﹤0.01%
3,787
-6
477
$318K ﹤0.01%
1,400
-26
478
$316K ﹤0.01%
7,880
479
$315K ﹤0.01%
2,500
-1,900
480
$315K ﹤0.01%
15,976
-750
481
$313K ﹤0.01%
11,940
482
$312K ﹤0.01%
21,778
+4,459
483
$309K ﹤0.01%
+24,886
484
$304K ﹤0.01%
13,600
-14,400
485
$302K ﹤0.01%
4,945
486
$293K ﹤0.01%
5,762
-120
487
$293K ﹤0.01%
14,649
-5,200
488
$293K ﹤0.01%
13,523
489
$290K ﹤0.01%
14,700
490
$290K ﹤0.01%
10,600
+300
491
$287K ﹤0.01%
15,000
-3,000
492
$286K ﹤0.01%
3,266
493
$284K ﹤0.01%
2,900
-2,700
494
$282K ﹤0.01%
1
495
$278K ﹤0.01%
4,800
496
$274K ﹤0.01%
7,197
-1,100
497
$272K ﹤0.01%
3,864
-84
498
$272K ﹤0.01%
1,500
+10
499
$272K ﹤0.01%
15,691
500
$266K ﹤0.01%
5,303
18 19
20
21 22