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
$10.1B
AUM Growth
+$3.62B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
611
New
Increased
Reduced
Closed

Top Buys

1
+$92.1M
2
+$90.4M
3
+$72M
4
GOOG icon
Alphabet (Google) Class C
GOOG
+$69M
5
V icon
Visa
V
+$59.3M

Top Sells

1
+$80.2M
2
+$21.9M
3
+$20.8M
4
IGLB icon
iShares 10+ Year Investment Grade Corporate Bond ETF
IGLB
+$19.8M
5
MDLZ icon
Mondelez International
MDLZ
+$18.6M

Sector Composition

1 Technology 16.57%
2 Financials 15.55%
3 Healthcare 12.13%
4 Industrials 10.99%
5 Communication Services 9.6%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
501
$386K ﹤0.01%
+4,164
502
$373K ﹤0.01%
+3,822
503
$373K ﹤0.01%
9,441
-7,400
504
$369K ﹤0.01%
6,031
-53,651
505
$362K ﹤0.01%
4,152
-11,424
506
$359K ﹤0.01%
23,600
+12,700
507
$358K ﹤0.01%
16,000
-534,006
508
$355K ﹤0.01%
3,059
+21
509
$354K ﹤0.01%
7,498
+1,898
510
$353K ﹤0.01%
18,000
+1,300
511
$353K ﹤0.01%
19,849
-5,200
512
$348K ﹤0.01%
11,675
-800
513
$343K ﹤0.01%
16,600
-168,798
514
$343K ﹤0.01%
11,500
-12,800
515
$342K ﹤0.01%
16,726
516
$335K ﹤0.01%
8,129
517
$330K ﹤0.01%
6,407
-9,664
518
$330K ﹤0.01%
13,523
+1,872
519
$325K ﹤0.01%
7,359
520
$322K ﹤0.01%
8,350
521
$320K ﹤0.01%
17,319
522
$319K ﹤0.01%
5,961
-150
523
$311K ﹤0.01%
8,086
-122
524
$311K ﹤0.01%
7,840
-300
525
$309K ﹤0.01%
10,900
-12,300
19 20
21
22 23