FWIA

Fort Washington Investment Advisors Portfolio holdings

AUM $18.8B
1-Year Est. Return 21.18%
This Quarter Est. Return
1 Year Est. Return
+21.18%
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 16.16%
2 Financials 14.77%
3 Healthcare 12.53%
4 Industrials 11.72%
5 Consumer Discretionary 10.21%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
501
$263K ﹤0.01%
14,900
+600
502
$262K ﹤0.01%
3,558
+300
503
$258K ﹤0.01%
3,200
-200
504
$256K ﹤0.01%
1,161
-21
505
$256K ﹤0.01%
20,275
-552,631
506
$250K ﹤0.01%
2,271
507
$247K ﹤0.01%
4,995
508
$246K ﹤0.01%
712
-2,721
509
$243K ﹤0.01%
4,248
510
$243K ﹤0.01%
6,900
511
$243K ﹤0.01%
3,400
-900
512
$242K ﹤0.01%
+6,180
513
$242K ﹤0.01%
5,300
514
$239K ﹤0.01%
1,500
515
$239K ﹤0.01%
5,700
-500
516
$239K ﹤0.01%
+4,700
517
$238K ﹤0.01%
1,088
+103
518
$236K ﹤0.01%
11,619
519
$233K ﹤0.01%
13,000
520
$232K ﹤0.01%
2,850
+4
521
$230K ﹤0.01%
+14,400
522
$229K ﹤0.01%
8,036
-1,000
523
$226K ﹤0.01%
1,452
524
$224K ﹤0.01%
+650
525
$222K ﹤0.01%
+4,200
19 20
21
22 23