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
51
$54.3M 0.54%
291,093
52
$52.3M 0.52%
993,760
-9,280
53
$50.3M 0.5%
1,257,760
-219,983
54
$48.7M 0.48%
1,138,913
-434,131
55
$48.7M 0.48%
221,059
+197,706
56
$48.3M 0.48%
921,211
+888,571
57
$48.2M 0.48%
911,476
+707,944
58
$45.8M 0.45%
241,488
+172,967
59
$44.8M 0.44%
655,499
+2,300
60
$43.7M 0.43%
302,840
+284,260
61
$42.9M 0.43%
280,359
+273,758
62
$42.6M 0.42%
792,927
+630,530
63
$42.5M 0.42%
215,793
+87,439
64
$42.4M 0.42%
288,749
+283,099
65
$42.4M 0.42%
163,696
66
$42M 0.42%
+305,778
67
$39.7M 0.39%
316,894
+191,122
68
$38.3M 0.38%
262,107
+192,456
69
$37.5M 0.37%
301,711
-176,216
70
$36.9M 0.37%
217,596
+213,996
71
$36.6M 0.36%
956,996
+849,088
72
$36.1M 0.36%
951,010
+834,305
73
$34.4M 0.34%
239,313
+151,734
74
$33.9M 0.34%
320,821
+311,732
75
$33.8M 0.33%
231,121
+197,401
1 2
3
4 5