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
$13.3B
AUM Growth
+$374M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
401
New
Increased
Reduced
Closed

Top Buys

1
+$42.3M
2
+$35.4M
3
+$35.2M
4
TFC icon
Truist Financial
TFC
+$23.2M
5
ACN icon
Accenture
ACN
+$21.2M

Top Sells

1
+$66.3M
2
+$26.6M
3
+$22.7M
4
IWB icon
iShares Russell 1000 ETF
IWB
+$16.8M
5
PSX icon
Phillips 66
PSX
+$15.9M

Sector Composition

1 Technology 22.48%
2 Financials 16.34%
3 Healthcare 13.03%
4 Industrials 11.84%
5 Consumer Discretionary 8.07%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$49M 0.37%
351,301
-190,629
77
$48.7M 0.37%
327,739
-15,663
78
$48.5M 0.37%
168,965
-38,233
79
$47.6M 0.36%
967,500
-125,358
80
$46.8M 0.35%
582,169
-188
81
$46.5M 0.35%
203,223
-47,838
82
$46.1M 0.35%
278,347
+5,990
83
$45M 0.34%
443,550
-156,580
84
$44.7M 0.34%
720,849
-229,445
85
$43.8M 0.33%
196,673
-25,497
86
$43M 0.32%
366,882
87
$43M 0.32%
269,598
-4,716
88
$42.9M 0.32%
374,357
-89,979
89
$41.6M 0.31%
743,804
+14,635
90
$41.4M 0.31%
405,059
-84
91
$40.3M 0.3%
1,238,817
+4,934
92
$39.1M 0.29%
472,368
-38,559
93
$38.7M 0.29%
386,258
+34,209
94
$37.3M 0.28%
165,193
+86,604
95
$37.2M 0.28%
423,537
+2,124
96
$36.3M 0.27%
975,844
-300,684
97
$36.3M 0.27%
488,013
+5,447
98
$35.4M 0.27%
316,464
+12,672
99
$35.4M 0.27%
375,004
-240,576
100
$35.3M 0.27%
179,199
-22,773
2 3
4
5 6