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
$9.66B
AUM Growth
-$428M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
609
New
Increased
Reduced
Closed

Top Buys

1
+$52.2M
2
+$20.6M
3
+$17.4M
4
SBUX icon
Starbucks
SBUX
+$16M
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$15.9M

Top Sells

1
+$92.8M
2
+$69.3M
3
+$31.5M
4
CMA icon
Comerica
CMA
+$28.3M
5
EQIX icon
Equinix
EQIX
+$23.2M

Sector Composition

1 Technology 16.9%
2 Financials 15.43%
3 Healthcare 12.29%
4 Industrials 11.15%
5 Consumer Discretionary 9.61%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$19.6M 0.2%
335,362
+249,682
102
$19.5M 0.2%
386,050
103
$19.4M 0.2%
62,262
+308
104
$19.2M 0.2%
221,449
-20,638
105
– –
0
106
$18.9M 0.2%
244,209
-8,809
107
$18.8M 0.19%
358,914
-71,893
108
$18.4M 0.19%
313,696
109
$18.4M 0.19%
251,747
110
$18.3M 0.19%
319,741
+26,800
111
$18.1M 0.19%
247,668
+25,000
112
$17.8M 0.18%
190,720
113
$17.7M 0.18%
1,028,479
+127,000
114
$17.6M 0.18%
310,507
-136,300
115
$17.6M 0.18%
466,140
116
$17.5M 0.18%
168,725
117
$17.3M 0.18%
450,792
-126,000
118
$17.3M 0.18%
161,471
-17,000
119
$17.2M 0.18%
235,038
-49,100
120
$17.2M 0.18%
1,049,980
-35,000
121
$17.2M 0.18%
249,956
+4,830
122
$17.1M 0.18%
376,702
123
$17.1M 0.18%
342,649
-98,700
124
$17.1M 0.18%
273,985
-10,586
125
$17.1M 0.18%
440,211
3 4
5
6 7