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
$15.7B
AUM Growth
-$776M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
538
New
Increased
Reduced
Closed

Top Buys

1
+$75.8M
2
+$64M
3
+$24.5M
4
ABNB icon
Airbnb
ABNB
+$22.6M
5
BAC icon
Bank of America
BAC
+$21.9M

Top Sells

1
+$68.8M
2
+$48.4M
3
+$45.8M
4
PH icon
Parker-Hannifin
PH
+$43.2M
5
LMT icon
Lockheed Martin
LMT
+$36.2M

Sector Composition

1 Technology 21.31%
2 Financials 16.58%
3 Healthcare 12.84%
4 Industrials 11.37%
5 Communication Services 9.57%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$83.5M 0.53%
546,270
-15,865
52
$82.9M 0.53%
226,552
+50,165
53
$81.9M 0.52%
2,185,150
+136,580
54
$81.1M 0.52%
472,284
+131,719
55
$80.3M 0.51%
1,620,695
+7,634
56
$80.1M 0.51%
942,133
+30,117
57
$78.9M 0.5%
777,431
+1,211
58
$76.4M 0.49%
560,287
-139,800
59
$76.4M 0.49%
1,231,677
-28,159
60
$75.3M 0.48%
918,289
+12,408
61
$74.5M 0.47%
628,609
+22,069
62
$72.7M 0.46%
95,145
+692
63
$71M 0.45%
821,712
+21,360
64
$70.3M 0.45%
234,738
-18,672
65
$69.4M 0.44%
685,408
+8,649
66
$68.2M 0.43%
564,081
67
$67.6M 0.43%
495,242
+13,687
68
$67.3M 0.43%
1,388,190
-277,372
69
$66.6M 0.42%
299,186
+1,778
70
$66.4M 0.42%
265,355
-758
71
$65.7M 0.42%
567,785
+553,039
72
$64.8M 0.41%
457,241
-43
73
$63.4M 0.4%
748,914
+199,539
74
$63.3M 0.4%
283,879
+4,333
75
$62.7M 0.4%
4,285,288
+93,405
1 2
3
4 5