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
$7.38B
AUM Growth
-$2B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
523
New
Increased
Reduced
Closed

Top Buys

1
+$58.5M
2
+$46.1M
3
+$33.6M
4
PM icon
Philip Morris
PM
+$32.1M
5
COLD icon
Americold
COLD
+$27.3M

Top Sells

1
+$82.1M
2
+$55.5M
3
+$32.3M
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$31.1M
5
T icon
AT&T
T
+$28.8M

Sector Composition

1 Technology 20.65%
2 Financials 14.56%
3 Communication Services 12.39%
4 Healthcare 11.92%
5 Industrials 11.52%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
501
– –
-6,073
502
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-218,424
503
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-5,550
504
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-71,910
505
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-14,400
506
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-15,494
507
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-147,908
508
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-108,000
509
– –
-68,259
510
– –
-82,500
511
– –
-14,275
512
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-6,600
513
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-2,117
514
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-135,400
515
– –
-16,592
516
– –
-63,261
517
– –
-4,600
518
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-17,500
519
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-151,100
520
– –
-335,027
521
– –
-96,000
522
– –
-220,379
523
– –
-10,200
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