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
$15.7B
AUM Growth
-$776M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
538
New
Increased
Reduced
Closed

Top Buys

1
+$75.8M
2
+$64M
3
+$24.5M
4
ABNB icon
Airbnb
ABNB
+$22.6M
5
BAC icon
Bank of America
BAC
+$21.9M

Top Sells

1
+$68.8M
2
+$48.4M
3
+$45.8M
4
PH icon
Parker-Hannifin
PH
+$43.2M
5
LMT icon
Lockheed Martin
LMT
+$36.2M

Sector Composition

1 Technology 21.31%
2 Financials 16.58%
3 Healthcare 12.84%
4 Industrials 11.37%
5 Communication Services 9.57%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$61.3M 0.39%
269,539
+4,601
77
$60.1M 0.38%
2,607,095
+1,064,229
78
$57.3M 0.36%
375,062
+1,665
79
$57M 0.36%
698,610
+1,115
80
$56.9M 0.36%
1,145,556
+10,776
81
$56.4M 0.36%
453,093
+2,950
82
$55.3M 0.35%
467,566
+2,213
83
$53.8M 0.34%
1,174,690
+419,449
84
$53.3M 0.34%
213,369
+43,255
85
$51.9M 0.33%
465,044
+7,850
86
$51.4M 0.33%
606,124
-84,984
87
$51.1M 0.32%
203,365
+21,965
88
$51M 0.32%
314,601
-186,508
89
$50.2M 0.32%
308,877
-85
90
$49.1M 0.31%
1,384,317
-107,153
91
$48.1M 0.31%
1,164,894
92
$47.3M 0.3%
435,155
-65
93
$47.3M 0.3%
344,619
-742
94
$45.7M 0.29%
301,171
+5,583
95
$45.6M 0.29%
881,454
-133,094
96
$44.7M 0.28%
152,421
-234,269
97
$44.1M 0.28%
218,950
+325
98
$43.7M 0.28%
768,503
+117,339
99
$41.1M 0.26%
773,284
-22,453
100
$40.2M 0.26%
547,536
+862
2 3
4
5 6