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
$6.46B
AUM Growth
+$116M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
531
New
Increased
Reduced
Closed

Top Buys

1 +$17.4M
2 +$16.5M
3 +$16.5M
4
ET icon
Energy Transfer Partners
ET
+$16.2M
5
TRGP icon
Targa Resources
TRGP
+$6.54M

Top Sells

1 +$40.5M
2 +$22.1M
3 +$19.6M
4
AMZN icon
Amazon
AMZN
+$19.1M
5
RMP
Rice Midstream Partners LP
RMP
+$12.1M

Sector Composition

1 Financials 14.92%
2 Technology 14.58%
3 Industrials 12.49%
4 Healthcare 11.11%
5 Communication Services 9.51%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
76
$13M 0.2%
252,626
-2,639
77
$12.5M 0.19%
176,081
-27,700
78
$12.2M 0.19%
87,579
+22,346
79
$12.2M 0.19%
360,854
-13,581
80
$11.8M 0.18%
132,979
+4,378
81
$11.4M 0.18%
78,043
-3,098
82
$11.3M 0.17%
211,071
-17,721
83
$11.2M 0.17%
68,521
+401
84
$11M 0.17%
131,504
+475
85
$11M 0.17%
210,794
-25,717
86
$10.7M 0.17%
236,352
-232,503
87
$10.6M 0.16%
90,479
88
$10.6M 0.16%
56,969
-925
89
$10.5M 0.16%
201,741
-2,225
90
$10.3M 0.16%
195,050
-5,952
91
$10.1M 0.16%
203,532
-4,058
92
$9.93M 0.15%
69,651
-50
93
$9.92M 0.15%
162,397
+10,532
94
$9.67M 0.15%
837,152
+435,152
95
$9.55M 0.15%
118,096
-3,970
96
$9.29M 0.14%
399,335
+50,135
97
$9.19M 0.14%
170,348
-3,750
98
$9.13M 0.14%
234,685
-25,480
99
$8.96M 0.14%
93,764
+1,353
100
$8.95M 0.14%
119,400
-37,500