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
$11.3B
AUM Growth
+$947M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
522
New
Increased
Reduced
Closed

Top Buys

1
+$52.4M
2
+$34.3M
3
+$27M
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$19.5M
5
KOF icon
Coca-Cola Femsa
KOF
+$16.9M

Top Sells

1
+$39.3M
2
+$19.8M
3
+$12.8M
4
TPH icon
Tri Pointe Homes
TPH
+$12.6M
5
HAE icon
Haemonetics
HAE
+$11.6M

Sector Composition

1 Technology 20.27%
2 Financials 15.53%
3 Communication Services 12.36%
4 Industrials 12.33%
5 Consumer Discretionary 10.87%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
501
$201K ﹤0.01%
3,319
-400
502
$199K ﹤0.01%
18,200
+3,000
503
$180K ﹤0.01%
+14,500
504
– –
-1,150,000
505
– –
-175,983
506
– –
-2,621
507
– –
-2,100
508
– –
-1,539
509
– –
-8,200
510
– –
-173,531
511
– –
-14,150
512
– –
-20,000
513
– –
-104,110
514
– –
-310,395
515
– –
-9,134
516
– –
-3,958
517
– –
-2,065
518
– –
-62,900
519
– –
-619,699
520
– –
-44,327
521
– –
-6,000
522
– –
-10,145
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