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
$9.89B
AUM Growth
+$230M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
585
New
Increased
Reduced
Closed

Top Buys

1
+$99.1M
2
+$67.8M
3
+$56.5M
4
KMI icon
Kinder Morgan
KMI
+$18.4M
5
SFM icon
Sprouts Farmers Market
SFM
+$18.3M

Top Sells

1
+$92.4M
2
+$88.6M
3
+$48.5M
4
BKNG icon
Booking.com
BKNG
+$26.8M
5
IWS icon
iShares Russell Mid-Cap Value ETF
IWS
+$26M

Sector Composition

1 Technology 16.18%
2 Financials 14.77%
3 Healthcare 12.53%
4 Industrials 11.71%
5 Consumer Discretionary 10.21%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$20.6M 0.21%
251,747
102
$20.1M 0.2%
386,050
103
$19.4M 0.2%
347,800
+45,000
104
$19M 0.19%
135,851
+90,918
105
– –
-2,099
106
$18.8M 0.19%
1,498,275
-20,000
107
$18.7M 0.19%
624,153
-290,000
108
$18.7M 0.19%
190,720
109
$18.7M 0.19%
63,647
+1,385
110
– –
0
111
$18.3M 0.19%
+830,000
112
$18.3M 0.19%
330,178
-28,736
113
$18.2M 0.18%
347,249
-30,000
114
$18.2M 0.18%
168,725
115
$18.1M 0.18%
110,245
-92,582
116
$18.1M 0.18%
284,173
+28,000
117
$18.1M 0.18%
325,000
+15,000
118
$18M 0.18%
327,600
+15,000
119
$17.9M 0.18%
336,000
-50,000
120
$17.9M 0.18%
803,479
-225,000
121
$17.8M 0.18%
313,696
122
$17.7M 0.18%
368,920
+20,000
123
$17.7M 0.18%
230,361
+65,000
124
$17.7M 0.18%
217,657
+22,000
125
$17.6M 0.18%
326,422
-50,280
3 4
5
6 7