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
$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 16.9%
2 Financials 15.43%
3 Healthcare 12.29%
4 Industrials 11.15%
5 Consumer Discretionary 9.61%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$49.9M 0.52%
457,266
-21,675
52
$49.2M 0.51%
911,626
-9,585
53
$47.9M 0.5%
741,779
-133,507
54
$46.2M 0.48%
215,955
-5,104
55
$46M 0.48%
163,982
+286
56
$45.8M 0.47%
302,790
-50
57
$45.6M 0.47%
1,097,872
-159,888
58
$44.1M 0.46%
1,056,314
-82,599
59
$43.4M 0.45%
907,327
-4,149
60
$43M 0.45%
656,649
+1,150
61
$42.4M 0.44%
276,408
-3,951
62
$41.6M 0.43%
217,596
63
$41M 0.42%
229,984
-11,504
64
$40M 0.41%
769,971
-22,956
65
$40M 0.41%
288,749
66
$39.3M 0.41%
377,957
-303,343
67
$39.2M 0.41%
961,294
+4,298
68
$37.6M 0.39%
303,341
+1,630
69
$37.3M 0.39%
230,621
-500
70
$37.2M 0.39%
202,827
-12,966
71
$34.8M 0.36%
254,740
-7,367
72
$34.8M 0.36%
305,065
-11,829
73
$34.6M 0.36%
717,010
+30,682
74
$32.7M 0.34%
391,153
75
$31.8M 0.33%
212,718
-28,000
1 2
3
4 5