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
$12.9B
AUM Growth
+$942M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
423
New
Increased
Reduced
Closed

Top Buys

1
+$113M
2
+$41.8M
3
+$18.2M
4
QCOM icon
Qualcomm
QCOM
+$16.3M
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$13M

Top Sells

1
+$58.7M
2
+$49.7M
3
+$47.4M
4
BMY icon
Bristol-Myers Squibb
BMY
+$33.1M
5
GS icon
Goldman Sachs
GS
+$27.9M

Sector Composition

1 Technology 19.92%
2 Financials 17.3%
3 Healthcare 14.46%
4 Industrials 12.41%
5 Consumer Discretionary 7.6%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$68.6M 0.53%
430,437
-88,715
52
$68M 0.53%
538,311
-129,738
53
$68M 0.53%
376,505
-14,352
54
$68M 0.53%
904,827
+94,438
55
$67.3M 0.52%
502,118
-29,649
56
$66.3M 0.51%
711,646
+70,204
57
$66.1M 0.51%
395,038
-1,488
58
$65.7M 0.51%
1,666,793
+47,917
59
$65.6M 0.51%
248,893
-16,011
60
$63.9M 0.5%
207,198
-15,124
61
$63.9M 0.49%
620,093
+83,866
62
$63.2M 0.49%
2,607,095
63
$62.9M 0.49%
1,176,579
-104
64
$62.7M 0.49%
2,125,600
-17,700
65
$62.5M 0.48%
600,130
-93,248
66
$60.4M 0.47%
950,294
-103,727
67
$60.1M 0.47%
251,061
-14,079
68
$58.1M 0.45%
236,064
-37,964
69
$56.6M 0.44%
676,506
-63,216
70
$55.2M 0.43%
1,817,863
-1,041
71
$54.2M 0.42%
1,313,540
-120,346
72
$53.9M 0.42%
254,615
+42,139
73
$53.7M 0.42%
464,336
-3,387
74
$53.1M 0.41%
222,170
-17,445
75
$52M 0.4%
343,402
-28,435
1 2
3
4 5