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
$7.38B
AUM Growth
-$2B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
523
New
Increased
Reduced
Closed

Top Buys

1
+$58.5M
2
+$46.1M
3
+$33.6M
4
PM icon
Philip Morris
PM
+$32.1M
5
COLD icon
Americold
COLD
+$27.3M

Top Sells

1
+$82.1M
2
+$55.5M
3
+$32.3M
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$31.1M
5
T icon
AT&T
T
+$28.8M

Sector Composition

1 Technology 20.65%
2 Financials 14.56%
3 Communication Services 12.39%
4 Healthcare 11.92%
5 Industrials 11.52%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$38.8M 0.53%
234,555
-30,027
52
$37.7M 0.51%
1,712,337
-1,309,366
53
$35.9M 0.49%
2,418,338
+978,129
54
$32.9M 0.45%
221,648
+131
55
$32.4M 0.44%
229,066
-58,498
56
$32.2M 0.44%
172,647
+15,140
57
$31.3M 0.42%
431,980
+115,676
58
$31M 0.42%
634,797
-563,629
59
$29.6M 0.4%
471,565
-22,969
60
$27.7M 0.38%
377,137
-96,490
61
$27.7M 0.38%
1,102,366
+1,888
62
$27.3M 0.37%
+803,093
63
$27M 0.37%
+1,152,323
64
$26.4M 0.36%
874,964
65
$25.3M 0.34%
+195,048
66
$25.2M 0.34%
217,335
+3,245
67
$24.8M 0.34%
204,558
+23,951
68
$23.8M 0.32%
432,753
+419,093
69
$22.7M 0.31%
692,331
+349,300
70
$22.4M 0.3%
186,281
-60,449
71
$22.1M 0.3%
98,412
72
$21.5M 0.29%
330,055
+17,250
73
$21.3M 0.29%
652,867
74
$21.2M 0.29%
966,569
+78,520
75
$20.6M 0.28%
1,671,147
+17,186
1 2
3
4 5