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
$6.46B
AUM Growth
+$116M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
531
New
Increased
Reduced
Closed

Top Buys

1 +$17.4M
2 +$16.5M
3 +$16.5M
4
ET icon
Energy Transfer Partners
ET
+$16.2M
5
TRGP icon
Targa Resources
TRGP
+$6.54M

Top Sells

1 +$40.5M
2 +$22.1M
3 +$19.6M
4
AMZN icon
Amazon
AMZN
+$19.1M
5
RMP
Rice Midstream Partners LP
RMP
+$12.1M

Sector Composition

1 Financials 14.92%
2 Technology 14.58%
3 Industrials 12.49%
4 Healthcare 11.11%
5 Communication Services 9.51%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
51
$39.8M 0.62%
163,696
52
$30.4M 0.47%
568,019
-6,954
53
$25.9M 0.4%
993,234
-146,830
54
$24.1M 0.37%
437,461
-9,813
55
$23M 0.36%
90,544
+2,170
56
$22.7M 0.35%
144,939
+785
57
$22.6M 0.35%
151,397
+13,167
58
$22.5M 0.35%
128,354
-40
59
0
60
$19.7M 0.3%
703,903
-1,600
61
$18.7M 0.29%
168,168
+4,825
62
$18.4M 0.29%
409,838
-11,218
63
$18.1M 0.28%
49,916
+1,011
64
$17.9M 0.28%
892,887
+869,822
65
$16.7M 0.26%
961,057
+934,857
66
$16.5M 0.26%
+343,517
67
$16.2M 0.25%
342,460
+138,340
68
$16M 0.25%
455,964
-29,286
69
$14.8M 0.23%
125,772
+2,050
70
$14.6M 0.23%
732,978
71
$14.5M 0.22%
550,006
-68,160
72
$14.2M 0.22%
230,646
73
$14.2M 0.22%
175,139
+6,757
74
$13.5M 0.21%
166,717
+54,955
75
$13.5M 0.21%
150,286
+9,090