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
$4.8B
AUM Growth
-$350M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
464
New
Increased
Reduced
Closed

Top Buys

1 +$54.8M
2 +$28.5M
3 +$22.1M
4
GE icon
GE Aerospace
GE
+$16.7M
5
AGCO icon
AGCO
AGCO
+$15.4M

Top Sells

1 +$44.6M
2 +$23M
3 +$19.6M
4
C icon
Citigroup
C
+$19.6M
5
MSFT icon
Microsoft
MSFT
+$18.9M

Sector Composition

1 Energy 18.13%
2 Financials 16.49%
3 Industrials 11.1%
4 Technology 10.07%
5 Consumer Staples 9.98%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
76
$16.3M 0.34%
230,600
-1,100
77
$16.1M 0.34%
193,400
+4,800
78
$16M 0.33%
96,816
-2,650
79
$16M 0.33%
288,496
80
$15.6M 0.33%
204,403
-4,354
81
$15M 0.31%
145,147
+521
82
$14.8M 0.31%
205,000
-18,000
83
$14.7M 0.31%
183,807
-558,239
84
$14.6M 0.3%
257,667
-222,386
85
$14.3M 0.3%
530,934
+3,364
86
$14.1M 0.29%
938,300
87
$13.6M 0.28%
143,479
-115,903
88
$13.4M 0.28%
295,300
+150,000
89
$13.4M 0.28%
105,350
-154,532
90
$12.5M 0.26%
205,000
+5,000
91
$12.2M 0.25%
119,831
-1,333
92
$11.9M 0.25%
82,734
-990
93
$11.6M 0.24%
106,863
-5,416
94
$11.4M 0.24%
152,435
-1,390
95
$11M 0.23%
413,742
+15,014
96
$10.8M 0.22%
669,111
-23,819
97
$10.6M 0.22%
179,260
-4,000
98
$10.4M 0.22%
176,102
+129,368
99
$10.4M 0.22%
56,793
+1,000
100
$10.4M 0.22%
70,778
+65,933