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
$4.8B
AUM Growth
-$350M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
464
New
Increased
Reduced
Closed

Top Buys

1 +$54.8M
2 +$28.5M
3 +$22.1M
4
GE icon
GE Aerospace
GE
+$16.7M
5
AGCO icon
AGCO
AGCO
+$15.4M

Top Sells

1 +$44.6M
2 +$23M
3 +$19.6M
4
C icon
Citigroup
C
+$19.6M
5
MSFT icon
Microsoft
MSFT
+$18.9M

Sector Composition

1 Energy 18.13%
2 Financials 16.49%
3 Industrials 11.1%
4 Technology 10.07%
5 Consumer Staples 9.98%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
51
$25M 0.52%
443,169
52
$23.9M 0.5%
625,274
-27,797
53
$23.8M 0.5%
752,684
-62
54
$23.2M 0.48%
752,600
+16,000
55
$23.2M 0.48%
244,490
-26,463
56
$23.2M 0.48%
275,100
-115,938
57
$23M 0.48%
1,399,387
+10,000
58
$23M 0.48%
280,411
+111,275
59
$21.8M 0.45%
66,522
-9,640
60
$21.8M 0.45%
606,391
-366
61
$21.7M 0.45%
203,964
-7,202
62
$21.4M 0.45%
1,819,276
+47,380
63
$21.3M 0.44%
537,365
-1,009
64
$21.3M 0.44%
186,216
+104,751
65
$21.2M 0.44%
225,747
-5,908
66
$20.9M 0.44%
261,420
+1,150
67
$20.7M 0.43%
276,000
+3,000
68
$20.4M 0.42%
1,192,506
+9,600
69
$20.3M 0.42%
111,626
-8,226
70
$19.9M 0.42%
332,411
71
$19.9M 0.41%
622,958
+311,479
72
$18.8M 0.39%
236,827
+26,431
73
$18.6M 0.39%
336,695
-3,200
74
$18.2M 0.38%
284,243
-410
75
$17.3M 0.36%
565,030
+2,128