FWIA

Fort Washington Investment Advisors Portfolio holdings

AUM $18.8B
1-Year Est. Return 21.18%
This Quarter Est. Return
1 Year Est. Return
+21.18%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$9.66B
AUM Growth
-$428M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
609
New
Increased
Reduced
Closed

Top Buys

1
+$52.2M
2
+$20.6M
3
+$17.4M
4
SBUX icon
Starbucks
SBUX
+$16M
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$15.9M

Top Sells

1
+$92.8M
2
+$69.3M
3
+$31.5M
4
CMA icon
Comerica
CMA
+$28.3M
5
EQIX icon
Equinix
EQIX
+$23.2M

Sector Composition

1 Technology 16.88%
2 Financials 15.43%
3 Healthcare 12.29%
4 Industrials 11.18%
5 Consumer Discretionary 9.61%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
551
$206K ﹤0.01%
+1,500
552
$201K ﹤0.01%
+4,050
553
$201K ﹤0.01%
+2,600
554
$198K ﹤0.01%
15,000
-6,500
555
$167K ﹤0.01%
12,000
-3,000
556
$162K ﹤0.01%
12,484
557
$153K ﹤0.01%
12,000
-3,050
558
$74K ﹤0.01%
36,021
559
$42K ﹤0.01%
15,000
560
– –
-15,032
561
– –
-170,784
562
– –
-7,915
563
– –
-4,855
564
– –
-27,500
565
– –
-13,650
566
– –
-22,365
567
– –
-5,800
568
– –
-1,435
569
– –
-7,917
570
– –
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571
– –
-326,450
572
– –
-10,900
573
– –
-5,151
574
– –
-3,100
575
– –
-562,782
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