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
$16.7B
AUM Growth
+$296M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
418
New
Increased
Reduced
Closed

Top Buys

1
+$68.6M
2
+$51.6M
3
+$35.9M
4
LIN icon
Linde
LIN
+$33.5M
5
SMMD icon
iShares Russell 2500 ETF
SMMD
+$29.1M

Top Sells

1
+$46.2M
2
+$40.4M
3
+$36.5M
4
RTX icon
RTX Corp
RTX
+$27.3M
5
ETR icon
Entergy
ETR
+$21.9M

Sector Composition

1 Technology 24.92%
2 Financials 15.49%
3 Industrials 11.14%
4 Healthcare 10.56%
5 Communication Services 9.64%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$80.6M 0.48%
192,454
-25,196
52
$79.6M 0.48%
1,663,562
-59,500
53
$77.1M 0.46%
460,036
+164,993
54
$74.2M 0.44%
72,392
-20,033
55
$74M 0.44%
2,751,717
+248
56
$73.6M 0.44%
2,190,255
+133,366
57
$73.5M 0.44%
824,840
-240,530
58
$73.3M 0.44%
506,134
+70,831
59
$71.1M 0.42%
463,018
+30,253
60
$70.5M 0.42%
3,096,289
+319,835
61
$70.2M 0.42%
1,756,413
+261,401
62
$70.1M 0.42%
629,211
+28,483
63
$69.8M 0.42%
429,094
+421,909
64
$67.9M 0.41%
887,855
+114,804
65
$67.7M 0.4%
369,177
+53,307
66
$61.6M 0.37%
212,433
+19,971
67
$60.9M 0.36%
565,624
+7,631
68
$60.5M 0.36%
166,724
+14,338
69
$59.6M 0.36%
392,044
+62,808
70
$58.8M 0.35%
438,050
+39,810
71
$57.9M 0.35%
448,646
+58,086
72
$57.7M 0.34%
118,758
+15,757
73
$56.4M 0.34%
743,990
-288,578
74
$56M 0.33%
263,367
+22,038
75
$55.8M 0.33%
474,635
-11,000
1 2
3
4 5