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
$9.89B
AUM Growth
+$230M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
585
New
Increased
Reduced
Closed

Top Buys

1
+$99.1M
2
+$67.8M
3
+$56.5M
4
KMI icon
Kinder Morgan
KMI
+$18.4M
5
SFM icon
Sprouts Farmers Market
SFM
+$18.3M

Top Sells

1
+$92.4M
2
+$88.6M
3
+$48.5M
4
BKNG icon
Booking.com
BKNG
+$26.8M
5
IWS icon
iShares Russell Mid-Cap Value ETF
IWS
+$26M

Sector Composition

1 Technology 16.18%
2 Financials 14.77%
3 Healthcare 12.53%
4 Industrials 11.71%
5 Consumer Discretionary 10.21%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$29.5M 0.3%
1,028,125
+322,961
77
$29.2M 0.3%
382,570
+45,000
78
– –
0
79
$27.9M 0.28%
151,229
+150
80
$27.5M 0.28%
633,436
+125,000
81
$27M 0.27%
217,350
82
$26.8M 0.27%
536,217
-2,880
83
$26.7M 0.27%
326,507
+40,000
84
$26.5M 0.27%
508,153
+10,000
85
$26.5M 0.27%
1,171,715
+78,520
86
$25.9M 0.26%
2,159,300
+285,000
87
$25.8M 0.26%
319,285
-1,038
88
$25.6M 0.26%
882,165
+115,000
89
$25.2M 0.25%
614,385
-441,929
90
$25.1M 0.25%
881,037
-2,000
91
$25.1M 0.25%
750,103
+415,000
92
$25M 0.25%
355,836
-287
93
$24.5M 0.25%
151,075
94
$24M 0.24%
151,825
-175
95
$23.6M 0.24%
316,500
+30,000
96
$23.6M 0.24%
669,680
+50,000
97
$23.6M 0.24%
192,584
98
$23M 0.23%
98,412
99
$22M 0.22%
1,521,082
+39,869
100
$21.1M 0.21%
1,196,174
+1,041,221
2 3
4
5 6