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
$15.7B
AUM Growth
-$776M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
538
New
Increased
Reduced
Closed

Top Buys

1
+$75.8M
2
+$64M
3
+$24.5M
4
ABNB icon
Airbnb
ABNB
+$22.6M
5
BAC icon
Bank of America
BAC
+$21.9M

Top Sells

1
+$68.8M
2
+$48.4M
3
+$45.8M
4
PH icon
Parker-Hannifin
PH
+$43.2M
5
LMT icon
Lockheed Martin
LMT
+$36.2M

Sector Composition

1 Technology 21.31%
2 Financials 16.58%
3 Healthcare 12.84%
4 Industrials 11.37%
5 Communication Services 9.57%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$40M 0.25%
228,916
-49,028
102
$39.1M 0.25%
296,942
+23,618
103
$39M 0.25%
385,220
+305
104
$38.9M 0.25%
183,315
+175
105
$37.6M 0.24%
227,924
+336
106
$37.3M 0.24%
204,124
+4,432
107
$37.2M 0.24%
678,766
+101,931
108
$36.9M 0.23%
159,494
109
$36.5M 0.23%
210,981
+22,036
110
$36M 0.23%
483,319
111
$35.3M 0.22%
1,183,979
-146,037
112
$33.9M 0.22%
1,188,733
+6,532
113
$32M 0.2%
565,065
+3,351
114
$31.9M 0.2%
581,399
+167
115
$31.8M 0.2%
1,093,714
+26,631
116
$31.5M 0.2%
208,105
-18,188
117
$30.9M 0.2%
74,355
-38
118
$30.5M 0.19%
128,402
-363
119
$30.4M 0.19%
511,817
-143
120
$30M 0.19%
796,400
+21,428
121
$29.6M 0.19%
831,986
+16,498
122
$28.8M 0.18%
140,275
+3,267
123
$28.3M 0.18%
238,552
-66
124
$28.2M 0.18%
1,011,938
+77,905
125
$26.9M 0.17%
105,255
3 4
5
6 7