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
$12.9B
AUM Growth
+$942M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
423
New
Increased
Reduced
Closed

Top Buys

1
+$113M
2
+$41.8M
3
+$18.2M
4
QCOM icon
Qualcomm
QCOM
+$16.3M
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$13M

Top Sells

1
+$58.7M
2
+$49.7M
3
+$47.4M
4
BMY icon
Bristol-Myers Squibb
BMY
+$33.1M
5
GS icon
Goldman Sachs
GS
+$27.9M

Sector Composition

1 Technology 19.92%
2 Financials 17.3%
3 Healthcare 14.46%
4 Industrials 12.41%
5 Consumer Discretionary 7.6%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$34.6M 0.27%
793,377
+1,724
102
$33.2M 0.26%
772,571
+189,154
103
$33.1M 0.26%
201,972
-27,967
104
$32M 0.25%
370,757
-328
105
$30.6M 0.24%
352,049
+2,448
106
$28.3M 0.22%
80,464
+7,164
107
$28M 0.22%
330,869
+10,886
108
$27.8M 0.22%
794,799
+43,484
109
$27.8M 0.22%
891,566
-42,240
110
$26.5M 0.21%
1,020,616
-81,164
111
$25.9M 0.2%
301,219
-66,025
112
$25.4M 0.2%
1,005,684
+5,684
113
$24.8M 0.19%
468,866
-21,619
114
$24.1M 0.19%
139,424
-42
115
$24.1M 0.19%
1,000,000
116
$23.8M 0.18%
840,297
-13,370
117
$23.1M 0.18%
202,659
-40,580
118
$22.9M 0.18%
1,741,145
119
$22.9M 0.18%
483,924
-78,900
120
$22.9M 0.18%
209,602
-2,105
121
$22.6M 0.18%
105,255
122
$22.5M 0.17%
1,596,758
-3,525,662
123
$22.5M 0.17%
158,967
-57,522
124
$22M 0.17%
1,684,384
+487,530
125
$21.9M 0.17%
686,118
-580
3 4
5
6 7