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
$8.18B
AUM Growth
-$1.97B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
582
New
Increased
Reduced
Closed

Top Buys

1 +$36.7M
2 +$30.3M
3 +$22.9M
4
CRM icon
Salesforce
CRM
+$22.6M
5
YUMC icon
Yum China
YUMC
+$20.3M

Top Sells

1 +$94M
2 +$48.3M
3 +$33.3M
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$32.4M
5
RAMP icon
LiveRamp
RAMP
+$31.2M

Sector Composition

1 Technology 16.94%
2 Financials 15.79%
3 Healthcare 13.92%
4 Industrials 11.8%
5 Communication Services 10.94%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
51
$43.3M 0.53%
173,754
-8,020
52
$42.7M 0.52%
954,859
+6,453
53
$40.3M 0.49%
672,273
+7,968
54
$38.1M 0.47%
270,190
-6,168
55
$36.6M 0.45%
845,769
-197,905
56
$35.2M 0.43%
301,130
57
$34.8M 0.43%
263,160
-25,627
58
$33.6M 0.41%
597,045
-330,820
59
$31.7M 0.39%
1,191,458
+15,997
60
$31.1M 0.38%
285,494
-18,905
61
$30.6M 0.37%
189,362
+188,099
62
$29.3M 0.36%
3,041,292
+1,029,138
63
$29.2M 0.36%
1,355,832
+489,998
64
$29.1M 0.36%
263,552
-34,661
65
$28.8M 0.35%
411,400
+66,058
66
$28.3M 0.35%
1,353,473
-376,842
67
$28.1M 0.34%
248,874
-6,011
68
$28M 0.34%
931,198
+74,320
69
$27.6M 0.34%
187,791
+36,513
70
$27.5M 0.34%
610,368
+319,342
71
$26.1M 0.32%
336,331
+100,464
72
$25.6M 0.31%
131,404
-9,715
73
$25.4M 0.31%
639,780
-2,277
74
$25.3M 0.31%
267,222
-37,997
75
$25.2M 0.31%
694,244
+52,421