FWIA

Fort Washington Investment Advisors Portfolio holdings

AUM $18.1B
1-Year Est. Return 18.25%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+18.25%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$13.8B
AUM Growth
+$571M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
396
New
Increased
Reduced
Closed

Top Buys

1 +$41.4M
2 +$30.2M
3 +$16.9M
4
CR icon
Crane Co
CR
+$15M
5
SSB icon
SouthState Bank Corp
SSB
+$14.7M

Top Sells

1 +$46.6M
2 +$39.2M
3 +$34.9M
4
MSFT icon
Microsoft
MSFT
+$27.6M
5
WMT icon
Walmart Inc
WMT
+$19.8M

Sector Composition

1 Technology 23.73%
2 Financials 15.62%
3 Healthcare 12.93%
4 Industrials 11.87%
5 Communication Services 8.25%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
76
$48.5M 0.35%
582,050
-119
77
$47.9M 0.35%
159,810
-9,155
78
$44.8M 0.32%
1,238,175
-642
79
$44.2M 0.32%
1,455,940
+3,753
80
$43.2M 0.31%
196,389
-284
81
$43.1M 0.31%
366,807
-75
82
$43.1M 0.31%
715,456
-5,393
83
$42.8M 0.31%
174,028
+8,835
84
$42.6M 0.31%
446,160
+2,610
85
$41.7M 0.3%
472,227
-141
86
$41.2M 0.3%
368,103
-6,254
87
$40.9M 0.3%
241,092
+2,586
88
$40.7M 0.29%
347,263
-4,038
89
$38.9M 0.28%
+798,652
90
$38.1M 0.28%
1,038,771
+234,392
91
$38M 0.27%
173,113
+975
92
$37M 0.27%
488,101
+88
93
$36.7M 0.26%
277,905
-442
94
$36.3M 0.26%
269,334
-264
95
$35.9M 0.26%
377,500
+2,496
96
$35.5M 0.26%
919,836
-56,008
97
$35.1M 0.25%
419,890
-3,647
98
$34.9M 0.25%
178,922
-277
99
$34.4M 0.25%
138,961
-430
100
$34.3M 0.25%
383,813
-2,445