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
$16.7B
AUM Growth
+$296M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
418
New
Increased
Reduced
Closed

Top Buys

1
+$68.6M
2
+$51.6M
3
+$35.9M
4
LIN icon
Linde
LIN
+$33.5M
5
SMMD icon
iShares Russell 2500 ETF
SMMD
+$29.1M

Top Sells

1
+$46.2M
2
+$40.4M
3
+$36.5M
4
RTX icon
RTX Corp
RTX
+$27.3M
5
ETR icon
Entergy
ETR
+$21.9M

Sector Composition

1 Technology 24.92%
2 Financials 15.49%
3 Industrials 11.14%
4 Healthcare 10.56%
5 Communication Services 9.64%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$40M 0.24%
513,570
-8,822
102
$39.9M 0.24%
137,665
-34,374
103
$39.8M 0.24%
141,601
-543
104
$37.7M 0.23%
656,782
+165,983
105
$36.4M 0.22%
289,779
+285,496
106
$36.3M 0.22%
1,000,006
+5
107
$36M 0.22%
985,790
-167,665
108
$35.3M 0.21%
124,510
-42,854
109
$34.7M 0.21%
376,047
+53,617
110
$34.3M 0.21%
415,241
+1,130
111
$34M 0.2%
593,047
+340,100
112
$33.8M 0.2%
695,541
+42,657
113
$33.7M 0.2%
80,520
+80,096
114
$33.5M 0.2%
375,277
+41,840
115
$33.1M 0.2%
56,440
-81
116
$32.9M 0.2%
601,136
-98,466
117
$32.7M 0.2%
563,825
+178,730
118
$32.4M 0.19%
376,701
+50,153
119
$31.9M 0.19%
282,074
+59,559
120
$31.3M 0.19%
182,040
+36,898
121
$31.3M 0.19%
246,298
+75
122
$31M 0.19%
1,004,547
+5
123
$30.8M 0.18%
363,319
-34,616
124
$30.7M 0.18%
295,532
+62,590
125
$30.3M 0.18%
105,434
3 4
5
6 7