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
551
$268K ﹤0.01%
13,650
552
$266K ﹤0.01%
16,000
-3,200
553
$265K ﹤0.01%
11,619
+1,762
554
$257K ﹤0.01%
2,800
555
$254K ﹤0.01%
1,540
-150
556
$253K ﹤0.01%
5,800
-5,000
557
$253K ﹤0.01%
5,013
-2,200
558
$252K ﹤0.01%
4,995
559
$236K ﹤0.01%
3,738
560
$235K ﹤0.01%
1,350
-410
561
$234K ﹤0.01%
4,000
+400
562
$232K ﹤0.01%
5,288
-468
563
$232K ﹤0.01%
2,500
-2,400
564
$230K ﹤0.01%
+11,600
565
$229K ﹤0.01%
+8,400
566
$225K ﹤0.01%
+1,127
567
$224K ﹤0.01%
2,271
568
$223K ﹤0.01%
6,127
569
$222K ﹤0.01%
15,000
-10,000
570
$221K ﹤0.01%
1,435
-75
571
$218K ﹤0.01%
3,289
-1,400
572
$214K ﹤0.01%
+3,600
573
$210K ﹤0.01%
+6,000
574
$204K ﹤0.01%
+3,100
575
$203K ﹤0.01%
5,100
-15,270
21 22
23
24 25