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
$10.1B
AUM Growth
+$3.62B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
611
New
Increased
Reduced
Closed

Top Buys

1
+$92.1M
2
+$90.4M
3
+$72M
4
GOOG icon
Alphabet (Google) Class C
GOOG
+$69M
5
V icon
Visa
V
+$59.3M

Top Sells

1
+$80.2M
2
+$21.9M
3
+$20.8M
4
IGLB icon
iShares 10+ Year Investment Grade Corporate Bond ETF
IGLB
+$19.8M
5
MDLZ icon
Mondelez International
MDLZ
+$18.6M

Sector Composition

1 Technology 16.57%
2 Financials 15.55%
3 Healthcare 12.13%
4 Industrials 10.99%
5 Communication Services 9.6%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
526
$308K ﹤0.01%
17,674
-300
527
$308K ﹤0.01%
21,500
528
$307K ﹤0.01%
4,855
529
$307K ﹤0.01%
17,000
-886
530
$305K ﹤0.01%
22,365
+1,200
531
$303K ﹤0.01%
11,940
532
$298K ﹤0.01%
1
533
$298K ﹤0.01%
6,900
-2,700
534
$296K ﹤0.01%
15,691
535
$295K ﹤0.01%
4,945
536
$294K ﹤0.01%
9,200
+2,450
537
$293K ﹤0.01%
4,500
-400
538
$293K ﹤0.01%
15,800
+3,500
539
$291K ﹤0.01%
3,571
-10,850
540
$286K ﹤0.01%
9,236
541
$280K ﹤0.01%
5,303
542
$280K ﹤0.01%
3,266
543
$279K ﹤0.01%
16,719
-7,414
544
$276K ﹤0.01%
1,209
+9
545
$275K ﹤0.01%
3,855
-800
546
$274K ﹤0.01%
4,248
-1,164
547
$271K ﹤0.01%
+6,100
548
$270K ﹤0.01%
1,594
549
$269K ﹤0.01%
5,600
550
$269K ﹤0.01%
+14,400
20 21
22
23 24