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
$4.8B
AUM Growth
-$350M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
464
New
Increased
Reduced
Closed

Top Buys

1 +$54.8M
2 +$28.5M
3 +$22.1M
4
GE icon
GE Aerospace
GE
+$16.7M
5
AGCO icon
AGCO
AGCO
+$15.4M

Top Sells

1 +$44.6M
2 +$23M
3 +$19.6M
4
C icon
Citigroup
C
+$19.6M
5
MSFT icon
Microsoft
MSFT
+$18.9M

Sector Composition

1 Energy 18.13%
2 Financials 16.49%
3 Industrials 11.1%
4 Technology 10.07%
5 Consumer Staples 9.98%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
101
$10.1M 0.21%
85,625
+149
102
$9.96M 0.21%
259,640
-416,700
103
$9.91M 0.21%
85,894
-1,649
104
$9.71M 0.2%
220,600
+3,000
105
$9.19M 0.19%
190,539
-9,480
106
$9.16M 0.19%
244,798
107
$8.85M 0.18%
108,770
108
$8.58M 0.18%
305,816
-1,156
109
$8.47M 0.18%
113,278
+5,718
110
$8.27M 0.17%
75,637
+2,415
111
$8.26M 0.17%
199,900
+23,500
112
$8.13M 0.17%
140,640
-33
113
$7.84M 0.16%
+224,200
114
$7.63M 0.16%
132,093
-19
115
$7.35M 0.15%
82,578
-400
116
$7.04M 0.15%
78,600
117
$6.89M 0.14%
+52,200
118
$6.73M 0.14%
111,768
-47,121
119
$6.49M 0.14%
104,100
-109,700
120
$6.47M 0.13%
401,540
-689,300
121
$6.3M 0.13%
283,700
-40,853
122
$6.28M 0.13%
122,694
-7,293
123
$6.08M 0.13%
349,997
+1,600
124
$5.95M 0.12%
262,527
-33,000
125
$5.94M 0.12%
+134,990