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
$13.2B
AUM Growth
-$601M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
395
New
Increased
Reduced
Closed

Top Buys

1
+$95.6M
2
+$44.6M
3
+$35.7M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$27.8M
5
PFE icon
Pfizer
PFE
+$21.6M

Top Sells

1
+$26M
2
+$23M
3
+$22.5M
4
KLAC icon
KLA
KLAC
+$21.2M
5
LESL icon
Leslie's
LESL
+$20.3M

Sector Composition

1 Technology 22.34%
2 Financials 16.22%
3 Healthcare 13.02%
4 Industrials 11.34%
5 Communication Services 8.34%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$30.6M 0.23%
265,719
-102,384
102
$30.6M 0.23%
424,274
-63,827
103
$29.4M 0.22%
315,735
-31,370
104
$28.4M 0.21%
381,187
+3,687
105
$28M 0.21%
2,097,325
-7,990
106
$27.6M 0.21%
1,000,001
107
$26.7M 0.2%
252,720
+11,628
108
$26.4M 0.2%
920,672
+836
109
$25.8M 0.2%
313,251
+9,917
110
$25.5M 0.19%
840,115
111
$25.5M 0.19%
1,741,145
112
$25.5M 0.19%
1,002,842
113
$25.4M 0.19%
830,607
-53,444
114
$24.7M 0.19%
251,804
-5,310
115
$24.5M 0.19%
473,081
+16,312
116
$24.1M 0.18%
222,849
-5,851
117
$24M 0.18%
451,023
-124,974
118
$23.7M 0.18%
105,534
119
$23.6M 0.18%
344,663
+129,790
120
$23.5M 0.18%
583,359
-2,190
121
$23.2M 0.18%
1,080,584
-72,090
122
$22.9M 0.17%
409,136
-306,320
123
$22.8M 0.17%
178,873
-26,396
124
$22.6M 0.17%
302,040
+234
125
$22.5M 0.17%
708,753
-5,518
3 4
5
6 7