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FWIA

Fort Washington Investment Advisors Portfolio holdings

AUM $18.1B
1-Year Est. Return 18.25%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+18.25%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$6.46B
AUM Growth
+$116M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
531
New
Increased
Reduced
Closed

Top Buys

1
+$19.6M
2
+$16.4M
3
+$16.1M
4
OZK icon
Bank OZK
OZK
+$15.3M
5
PAGP icon
Plains GP Holdings
PAGP
+$6.5M

Top Sells

1
+$40M
2
+$20.5M
3
+$19.5M
4
RMP
Rice Midstream Partners LP
RMP
+$12.1M
5
AAPL icon
Apple
AAPL
+$11.8M

Sector Composition

1 Financials 14.92%
2 Technology 14.54%
3 Industrials 12.53%
4 Healthcare 11.11%
5 Communication Services 9.51%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
501
$104K ﹤0.01%
3,602
502
$58K ﹤0.01%
+15,000
503
– –
-1,525
504
– –
-65,272
505
– –
-4,900
506
– –
0
507
– –
-10,800
508
– –
-17,350
509
– –
-17,400
510
– –
-8,736
511
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-2,316
512
– –
-54,527
513
– –
-750
514
– –
-42,629
515
– –
-37,500
516
– –
-845
517
– –
-7,900
518
– –
-10,100
519
– –
-605,000
520
– –
-12,600
521
– –
-34,840
522
– –
-6,100
523
– –
-68,195
524
– –
-163,948
525
– –
-1,764
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