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
$13.2B
AUM Growth
-$601M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
395
New
Increased
Reduced
Closed

Top Buys

1
+$95.6M
2
+$44.6M
3
+$35.7M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$27.8M
5
PFE icon
Pfizer
PFE
+$21.6M

Top Sells

1
+$26M
2
+$23M
3
+$22.5M
4
KLAC icon
KLA
KLAC
+$21.2M
5
LESL icon
Leslie's
LESL
+$20.3M

Sector Composition

1 Technology 22.34%
2 Financials 16.22%
3 Healthcare 13.02%
4 Industrials 11.34%
5 Communication Services 8.34%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$46M 0.35%
162,376
+2,566
77
$45.7M 0.34%
582,050
78
$45.5M 0.34%
732,213
-118,087
79
$45.5M 0.34%
181,007
+6,979
80
$45.3M 0.34%
775,661
-197
81
$44.9M 0.34%
366,807
82
$44.8M 0.34%
678,634
+18,948
83
$44M 0.33%
303,538
-116,688
84
$43.6M 0.33%
106,519
-37,394
85
$42M 0.32%
1,467,465
+11,525
86
$41.8M 0.32%
730,162
+45,436
87
$40.9M 0.31%
430,570
-41,657
88
$40.6M 0.31%
272,459
+3,125
89
$39.7M 0.3%
174,156
+1,043
90
$38.9M 0.29%
389,096
+107,433
91
$36.8M 0.28%
138,989
+28
92
$35M 0.26%
404,041
93
$34.5M 0.26%
507,051
+369
94
$34.4M 0.26%
439,731
+19,841
95
$32.7M 0.25%
83,352
-178
96
$32.3M 0.24%
134,415
-61,974
97
$32.3M 0.24%
105,232
+29
98
$31.7M 0.24%
1,014,506
-579,921
99
$31.6M 0.24%
285,959
+8,054
100
$30.8M 0.23%
380,394
-3,419
2 3
4
5 6