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
$13.2B
AUM Growth
-$601M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
395
New
Increased
Reduced
Closed

Top Buys

1 +$95.6M
2 +$44.6M
3 +$35.7M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$27.8M
5
PFE icon
Pfizer
PFE
+$21.6M

Top Sells

1 +$26M
2 +$23M
3 +$22.5M
4
KLAC icon
KLA
KLAC
+$21.2M
5
LESL icon
Leslie's
LESL
+$20.3M

Sector Composition

1 Technology 22.34%
2 Financials 16.22%
3 Healthcare 13.02%
4 Industrials 11.34%
5 Communication Services 8.34%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
51
$69.1M 0.52%
503,743
+177
52
$68.1M 0.51%
2,058,763
+270,457
53
$67.5M 0.51%
604,097
54
$64.7M 0.49%
1,110,255
-72,123
55
$62.4M 0.47%
135,986
-46,195
56
$60.7M 0.46%
870,091
+133,559
57
$60.2M 0.45%
426,081
-1,176
58
$59.7M 0.45%
352,333
+4,268
59
$59.4M 0.45%
672,950
+30,924
60
$57.9M 0.44%
562,322
+10,627
61
$57.4M 0.43%
1,771,886
+73,067
62
$56.5M 0.43%
1,381,833
+28,607
63
$56.1M 0.42%
205,385
+4,012
64
$56.1M 0.42%
1,690,325
+651,554
65
$55.9M 0.42%
212,241
-9,768
66
$54.8M 0.41%
456,352
+10,192
67
$54.3M 0.41%
1,528,143
-114,826
68
$53.9M 0.41%
2,751,469
69
$51.8M 0.39%
1,121,070
+322,418
70
$51.4M 0.39%
312,667
+52,699
71
$50.8M 0.38%
358,216
+10,953
72
$50.5M 0.38%
2,020,407
73
$49.7M 0.38%
3,309,575
-910,065
74
$49.5M 0.37%
902,128
+811,671
75
$47.1M 0.36%
323,182
-762