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
$16.3B
AUM Growth
-$457M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
409
New
Increased
Reduced
Closed

Top Buys

1 +$43.3M
2 +$38.8M
3 +$28.8M
4
DE icon
Deere & Co
DE
+$27M
5
GOOG icon
Alphabet (Google) Class C
GOOG
+$24.6M

Top Sells

1 +$63.9M
2 +$36.6M
3 +$35.4M
4
LUV icon
Southwest Airlines
LUV
+$31.9M
5
RTX icon
RTX Corp
RTX
+$26.4M

Sector Composition

1 Technology 23.4%
2 Financials 15.5%
3 Industrials 11.5%
4 Healthcare 11.44%
5 Communication Services 9.23%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
101
$40.8M 0.25%
672,979
+16,197
102
$40.7M 0.25%
130,338
+6,203
103
$40.6M 0.25%
221,190
+6,926
104
$39.3M 0.24%
133,278
-4,387
105
$39M 0.24%
83,667
+3,147
106
$38.8M 0.24%
+532,117
107
$35.1M 0.22%
336,568
+13,683
108
$35M 0.22%
1,000,006
109
$35M 0.22%
300,302
+10,523
110
$34.7M 0.21%
309,891
-66,156
111
$33.6M 0.21%
869,580
-6,920
112
$32.9M 0.2%
517,086
+242,956
113
$32.8M 0.2%
395,316
+18,615
114
$31.9M 0.2%
1,018,299
+13,752
115
$31.7M 0.19%
67,629
+57,550
116
$31.6M 0.19%
190,145
+8,105
117
$30.6M 0.19%
248,069
+9,769
118
$30.5M 0.19%
301,022
-1,250
119
$30.1M 0.18%
372,703
-2,574
120
$29.9M 0.18%
617,675
+24,628
121
$28.2M 0.17%
1,261,480
-206,300
122
$28M 0.17%
561,455
-2,370
123
$27.9M 0.17%
303,833
+21,759
124
$27.7M 0.17%
390,584
+13,237
125
$27.6M 0.17%
790,420
-152,880