FWIA

Fort Washington Investment Advisors Portfolio holdings

AUM $17.4B
1-Year Est. Return 21.08%
This Quarter Est. Return
1 Year Est. Return
+21.08%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$9.45B
AUM Growth
+$35.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
516
New
Increased
Reduced
Closed

Top Buys

1 +$34M
2 +$23.3M
3 +$15.3M
4
VO icon
Vanguard Mid-Cap ETF
VO
+$15M
5
MDRX
Veradigm Inc. Common Stock
MDRX
+$10.9M

Top Sells

1 +$123M
2 +$105M
3 +$81.5M
4
DE icon
Deere & Co
DE
+$66.6M
5
MSFT icon
Microsoft
MSFT
+$51.4M

Sector Composition

1 Technology 21.23%
2 Financials 13.45%
3 Industrials 13.25%
4 Communication Services 12.2%
5 Consumer Discretionary 11.95%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
501
-874,486
502
-2,028
503
-14,787
504
-111,803
505
-10,000
506
-12,500
507
-5,100
508
-4,484
509
-334,421
510
-10,528
511
-13,100
512
-8,702
513
-650,542
514
-3,631
515
-6,700
516
-105,081