FWIA

Fort Washington Investment Advisors Portfolio holdings

AUM $17.4B
1-Year Est. Return 21.08%
This Quarter Est. Return
1 Year Est. Return
+21.08%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$9.45B
AUM Growth
+$35.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
516
New
Increased
Reduced
Closed

Top Buys

1
+$34M
2
+$23.3M
3
+$15.3M
4
VO icon
Vanguard Mid-Cap ETF
VO
+$15M
5
MDRX
Veradigm Inc. Common Stock
MDRX
+$10.9M

Top Sells

1
+$123M
2
+$105M
3
+$81.5M
4
DE icon
Deere & Co
DE
+$66.6M
5
MSFT icon
Microsoft
MSFT
+$51.4M

Sector Composition

1 Technology 21.23%
2 Financials 13.45%
3 Industrials 13.25%
4 Communication Services 12.2%
5 Consumer Discretionary 11.95%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$14.6M 0.16%
212,066
+1,680
102
$14.5M 0.15%
64,591
+3,473
103
$14M 0.15%
204,742
+422
104
$13.9M 0.15%
76,365
-135,358
105
$13M 0.14%
77,054
-1,671
106
$12.9M 0.14%
351,535
-5,501
107
$12.7M 0.13%
94,395
+2,664
108
$12.5M 0.13%
259,224
-3,132
109
$12.4M 0.13%
567,013
-2,145
110
$12.3M 0.13%
140,720
-42,360
111
$12.3M 0.13%
217,660
+58,594
112
$12.2M 0.13%
133,212
+6,059
113
$12.1M 0.13%
46,856
+1,536
114
$12.1M 0.13%
161,073
+5,393
115
$12.1M 0.13%
256,134
+42,185
116
$12M 0.13%
911,836
-9,119
117
$11.5M 0.12%
313,812
-15,334
118
$11.5M 0.12%
64,698
+2,156
119
$11.3M 0.12%
76,778
+2,173
120
$11.2M 0.12%
172,622
-4,725
121
$11.2M 0.12%
186,344
-86,996
122
$11.1M 0.12%
317,416
-52,946
123
$11.1M 0.12%
91,535
+2,261
124
$11M 0.12%
94,816
-56,715
125
$10.9M 0.12%
297,209
-91,832
3 4
5
6 7