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
$8.18B
AUM Growth
-$1.97B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
582
New
Increased
Reduced
Closed

Top Buys

1 +$36.7M
2 +$30.3M
3 +$22.9M
4
CRM icon
Salesforce
CRM
+$22.6M
5
YUMC icon
Yum China
YUMC
+$20.3M

Top Sells

1 +$94M
2 +$48.3M
3 +$33.3M
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$32.4M
5
RAMP icon
LiveRamp
RAMP
+$31.2M

Sector Composition

1 Technology 16.94%
2 Financials 15.79%
3 Healthcare 13.92%
4 Industrials 11.8%
5 Communication Services 10.94%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
101
-318,615
102
$17.5M 0.21%
183,115
-8,084
103
$17M 0.21%
673,533
+155,586
104
$17M 0.21%
288,058
-67,519
105
$17M 0.21%
169,888
106
$16.9M 0.21%
197,980
107
$16.9M 0.21%
542,025
+198,260
108
$16.9M 0.21%
401,988
+30,000
109
$16.9M 0.21%
205,623
+55,000
110
$16.9M 0.21%
445,306
+20,000
111
$16.8M 0.21%
341,294
+60,000
112
$16.8M 0.21%
1,470,093
+84,848
113
$16.8M 0.21%
508,933
+76,613
114
$16.7M 0.2%
927,761
+15,000
115
$16.7M 0.2%
256,788
-53,000
116
$16.7M 0.2%
277,040
-2,975
117
$16.7M 0.2%
282,714
-462
118
$16.7M 0.2%
385,819
+27,398
119
$16.7M 0.2%
369,231
+22,985
120
$16.6M 0.2%
438,755
+75,583
121
$16.6M 0.2%
316,109
-42,580
122
$16.5M 0.2%
349,601
-80,000
123
$16.5M 0.2%
375,533
+55,564
124
$16.5M 0.2%
275,837
+5,601
125
$16.4M 0.2%
368,960
+173,700