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
$9.89B
AUM Growth
+$230M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
585
New
Increased
Reduced
Closed

Top Buys

1
+$99.1M
2
+$67.8M
3
+$56.5M
4
KMI icon
Kinder Morgan
KMI
+$18.4M
5
SFM icon
Sprouts Farmers Market
SFM
+$18.3M

Top Sells

1
+$92.4M
2
+$88.6M
3
+$48.5M
4
BKNG icon
Booking.com
BKNG
+$26.8M
5
IWS icon
iShares Russell Mid-Cap Value ETF
IWS
+$26M

Sector Composition

1 Technology 16.18%
2 Financials 14.77%
3 Healthcare 12.53%
4 Industrials 11.71%
5 Consumer Discretionary 10.21%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$53.2M 0.54%
216,938
+983
52
$52.2M 0.53%
1,559,474
+21,905
53
$50.3M 0.51%
257,602
+27,618
54
$49.7M 0.5%
456,786
-480
55
$48.2M 0.49%
663,619
+6,970
56
$48.1M 0.49%
1,117,270
-2,147,437
57
$45.6M 0.46%
907,101
-226
58
$45.6M 0.46%
957,994
-3,300
59
$45.3M 0.46%
695,086
-46,693
60
$45.2M 0.46%
276,408
61
$44.5M 0.45%
769,029
-942
62
$44.4M 0.45%
217,596
63
$43.2M 0.44%
911,394
-232
64
$42.7M 0.43%
1,109,020
+11,148
65
$40.9M 0.41%
302,715
-75
66
$39.9M 0.4%
288,755
+6
67
$39M 0.39%
353,535
-24,422
68
$38.5M 0.39%
304,567
-498
69
$37.8M 0.38%
230,446
-175
70
$33.5M 0.34%
744,115
+27,105
71
$33.3M 0.34%
391,153
72
$33.3M 0.34%
309,641
+6,300
73
$32.3M 0.33%
254,240
-500
74
$30.4M 0.31%
212,718
75
$30.2M 0.31%
227,342
-2,955
1 2
3
4 5