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
$13B
AUM Growth
-$2.71B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
517
New
Increased
Reduced
Closed

Top Buys

1
+$52.3M
2
+$28.1M
3
+$19.8M
4
BAC icon
Bank of America
BAC
+$13.9M
5
WBD icon
Warner Bros
WBD
+$13.6M

Top Sells

1
+$112M
2
+$44.9M
3
+$44.3M
4
RTX icon
RTX Corp
RTX
+$42.2M
5
LQD icon
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
+$40.5M

Sector Composition

1 Technology 21.02%
2 Financials 17.06%
3 Healthcare 13.71%
4 Industrials 11.7%
5 Communication Services 9.05%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$73.8M 0.57%
246,418
-60,734
52
$73.6M 0.56%
1,725,254
+41,460
53
$72.9M 0.56%
1,500,420
+36,020
54
$71.4M 0.55%
559,282
+13,012
55
$67.1M 0.52%
110,210
+15,065
56
$65.7M 0.5%
239,545
+4,807
57
$65.6M 0.5%
1,042,200
-189,477
58
$63.3M 0.49%
1,692,116
+71,421
59
$60.7M 0.47%
5,046,388
+761,100
60
$60.6M 0.47%
715,396
+16,786
61
$59.8M 0.46%
428,273
+385
62
$59M 0.45%
523,715
-36,572
63
$58.7M 0.45%
552,557
-224,874
64
$58.2M 0.45%
709,271
-112,441
65
$58.1M 0.45%
627,311
-58,097
66
$57.8M 0.44%
746,400
-2,514
67
$57.8M 0.44%
507,479
+12,237
68
$55M 0.42%
1,404,612
+16,422
69
$54.2M 0.42%
260,671
-4,684
70
$53.8M 0.41%
374,230
-832
71
$53.2M 0.41%
208,333
+4,968
72
$52.6M 0.4%
218,786
+5,417
73
$52.3M 0.4%
+498,758
74
$51M 0.39%
457,241
75
$50.6M 0.39%
2,607,095
1 2
3
4 5