FWIA

Fort Washington Investment Advisors Portfolio holdings

AUM $17.4B
1-Year Est. Return 21.08%
This Quarter Est. Return
1 Year Est. Return
+21.08%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$9.45B
AUM Growth
+$35.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
516
New
Increased
Reduced
Closed

Top Buys

1
+$34M
2
+$23.3M
3
+$15.3M
4
VO icon
Vanguard Mid-Cap ETF
VO
+$15M
5
MDRX
Veradigm Inc. Common Stock
MDRX
+$10.9M

Top Sells

1
+$123M
2
+$105M
3
+$81.5M
4
DE icon
Deere & Co
DE
+$66.6M
5
MSFT icon
Microsoft
MSFT
+$51.4M

Sector Composition

1 Technology 21.23%
2 Financials 13.45%
3 Industrials 13.25%
4 Communication Services 12.2%
5 Consumer Discretionary 11.95%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$41.7M 0.44%
450,562
52
$40.9M 0.43%
383,585
-68,548
53
$38.7M 0.41%
416,455
-120,689
54
$35.6M 0.38%
406,449
-100
55
$35.4M 0.37%
268,351
-68,257
56
$34.1M 0.36%
1,570,746
+72,071
57
$34M 0.36%
+701,198
58
$31.7M 0.34%
147,512
+2,408
59
$30.4M 0.32%
866,998
-226,154
60
$30.3M 0.32%
116,814
-183,268
61
$30.3M 0.32%
483,319
62
$30M 0.32%
104,635
63
$29.7M 0.31%
794,599
-159,444
64
$29M 0.31%
109,261
+2,807
65
$28.5M 0.3%
192,020
+4,159
66
$27.9M 0.3%
357,442
+4,487
67
$27M 0.29%
436,953
68
$24.3M 0.26%
708,696
-170,769
69
$23.5M 0.25%
902,727
-22,917
70
$23.5M 0.25%
1,661,775
71
$23.5M 0.25%
471,144
-1,001,881
72
$23.3M 0.25%
+123,331
73
$23.3M 0.25%
318,615
74
$22.9M 0.24%
510,830
-527,014
75
$22.3M 0.24%
146,551
+2,059
1 2
3
4 5