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
$16.7B
AUM Growth
+$296M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
418
New
Increased
Reduced
Closed

Top Buys

1
+$68.6M
2
+$51.6M
3
+$35.9M
4
LIN icon
Linde
LIN
+$33.5M
5
SMMD icon
iShares Russell 2500 ETF
SMMD
+$29.1M

Top Sells

1
+$46.2M
2
+$40.4M
3
+$36.5M
4
RTX icon
RTX Corp
RTX
+$27.3M
5
ETR icon
Entergy
ETR
+$21.9M

Sector Composition

1 Technology 24.92%
2 Financials 15.49%
3 Industrials 11.14%
4 Healthcare 10.56%
5 Communication Services 9.64%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$55.2M 0.33%
87,672
+8,369
77
$54.4M 0.32%
546,802
+59,948
78
$54.1M 0.32%
554,863
+82,223
79
$53.3M 0.32%
2,107,157
+50,005
80
$52.1M 0.31%
726,840
-42,016
81
$51.6M 0.31%
+626,879
82
$51.1M 0.31%
1,864,723
+247,099
83
$50.5M 0.3%
355,887
-6,116
84
$49.4M 0.29%
277,277
+4,121
85
$48.9M 0.29%
1,089,654
+163,148
86
$47.8M 0.29%
269,228
+13,833
87
$47.4M 0.28%
214,264
+19,266
88
$47M 0.28%
715,500
-12,170
89
$46.9M 0.28%
9,444
+756
90
$46.8M 0.28%
1,078,883
-108,817
91
$46.7M 0.28%
194,855
+12,266
92
$45.9M 0.27%
327,525
+48,965
93
$45M 0.27%
876,500
+73,511
94
$44.5M 0.27%
82,640
-140
95
$43.7M 0.26%
124,135
+11,482
96
$43.6M 0.26%
322,885
+54,533
97
$43.2M 0.26%
1,629,388
+22,562
98
$42.3M 0.25%
502,374
+52,729
99
$40.6M 0.24%
178,175
+25,289
100
$40.4M 0.24%
137,985
+13,593
2 3
4
5 6