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
$9.66B
AUM Growth
-$428M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
609
New
Increased
Reduced
Closed

Top Buys

1 +$52.2M
2 +$20.6M
3 +$17.4M
4
SBUX icon
Starbucks
SBUX
+$16M
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$15.9M

Top Sells

1 +$92.8M
2 +$69.3M
3 +$31.5M
4
CMA icon
Comerica
CMA
+$28.3M
5
EQIX icon
Equinix
EQIX
+$23.2M

Sector Composition

1 Technology 16.9%
2 Financials 15.43%
3 Healthcare 12.29%
4 Industrials 11.15%
5 Consumer Discretionary 9.61%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
501
$302K ﹤0.01%
11,400
+3,000
502
$300K ﹤0.01%
7,966
-120
503
$300K ﹤0.01%
13,523
504
$299K ﹤0.01%
1
505
$296K ﹤0.01%
18,000
-88,337
506
$295K ﹤0.01%
11,940
507
$294K ﹤0.01%
8,297
+2,197
508
$293K ﹤0.01%
17,319
509
$291K ﹤0.01%
4,945
510
$287K ﹤0.01%
14,700
-3,800
511
$280K ﹤0.01%
3,266
512
$280K ﹤0.01%
15,691
513
$276K ﹤0.01%
1,182
-2,104
514
$275K ﹤0.01%
4,300
-200
515
$273K ﹤0.01%
4,800
+800
516
$271K ﹤0.01%
+3,400
517
$268K ﹤0.01%
9,600
+400
518
$268K ﹤0.01%
5,303
519
$265K ﹤0.01%
+9,400
520
$263K ﹤0.01%
4,248
521
$256K ﹤0.01%
9,036
-200
522
$256K ﹤0.01%
+10,300
523
$255K ﹤0.01%
1,490
-50
524
$253K ﹤0.01%
2,400
-1,764
525
$249K ﹤0.01%
4,836
-6,373