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
$8.9B
AUM Growth
+$727M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
564
New
Increased
Reduced
Closed

Top Buys

1
+$54.8M
2
+$23.2M
3
+$23M
4
IGLB icon
iShares 10+ Year Investment Grade Corporate Bond ETF
IGLB
+$19.2M
5
FOXA icon
Fox Class A
FOXA
+$18.9M

Top Sells

1
+$81.1M
2
+$35.9M
3
+$34.3M
4
BLD icon
TopBuild
BLD
+$25.2M
5
SRCL
Stericycle Inc
SRCL
+$20.4M

Sector Composition

1 Technology 17.57%
2 Financials 15.31%
3 Healthcare 12.19%
4 Industrials 11.81%
5 Consumer Discretionary 11.68%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
501
$158K ﹤0.01%
11,500
-34,047
502
$43K ﹤0.01%
11,175
-3,825
503
$36K ﹤0.01%
36,021
504
– –
-6,677
505
– –
-3,550
506
– –
-2,800
507
– –
-6,850
508
– –
-4,229
509
– –
-38,634
510
– –
-9,700
511
– –
-4,590
512
– –
-5,280
513
– –
-29,880
514
– –
-3,000
515
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-4,843
516
– –
-1,000
517
– –
-9,916
518
– –
-14,325
519
– –
-22,025
520
– –
-4,945
521
– –
-7,940
522
– –
-711
523
– –
-23,848
524
– –
-4,743
525
– –
-7,914
19 20
21
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