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
$13B
AUM Growth
-$2.71B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
517
New
Increased
Reduced
Closed

Top Buys

1
+$52.3M
2
+$28.1M
3
+$19.8M
4
BAC icon
Bank of America
BAC
+$13.9M
5
WBD icon
Warner Bros
WBD
+$13.6M

Top Sells

1
+$112M
2
+$44.9M
3
+$44.3M
4
RTX icon
RTX Corp
RTX
+$42.2M
5
LQD icon
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
+$40.5M

Sector Composition

1 Technology 21.02%
2 Financials 17.06%
3 Healthcare 13.71%
4 Industrials 11.7%
5 Communication Services 9.05%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$50.5M 0.39%
466,263
+13,170
77
$50.4M 0.39%
240,092
-29,447
78
$49.5M 0.38%
435,155
79
$48.3M 0.37%
504,565
+36,999
80
$47.8M 0.37%
1,180,044
+34,488
81
$47.5M 0.36%
679,613
+111,828
82
$46.9M 0.36%
895,237
+13,783
83
$46.4M 0.36%
259,569
-24,310
84
$44.7M 0.34%
501,650
+29,366
85
$44.4M 0.34%
289,787
-24,814
86
$44.2M 0.34%
1,224,673
+49,983
87
$43.8M 0.34%
408,807
-56,237
88
$41.8M 0.32%
1,167,729
+2,835
89
$40.3M 0.31%
2,302,910
+117,760
90
$38.8M 0.3%
609,643
+3,519
91
$38.7M 0.3%
1,404,980
+20,663
92
$37.9M 0.29%
232,277
+3,361
93
$37.7M 0.29%
204,124
94
$37.4M 0.29%
560,129
+12,593
95
$36.3M 0.28%
788,475
+15,191
96
$36.2M 0.28%
159,494
97
$35.2M 0.27%
311,606
+2,729
98
$34.6M 0.27%
784,207
+15,704
99
$33.6M 0.26%
229,939
+2,015
100
$33.5M 0.26%
216,489
+5,508
2 3
4
5 6