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
$4.8B
AUM Growth
-$350M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
464
New
Increased
Reduced
Closed

Top Buys

1
+$54.8M
2
+$28.5M
3
+$22.1M
4
GE icon
GE Aerospace
GE
+$16.7M
5
AGCO icon
AGCO
AGCO
+$15.4M

Top Sells

1
+$44.6M
2
+$23M
3
+$19.6M
4
C icon
Citigroup
C
+$19.6M
5
MSFT icon
Microsoft
MSFT
+$18.9M

Sector Composition

1 Energy 18.13%
2 Financials 16.49%
3 Industrials 11.1%
4 Technology 10.07%
5 Consumer Staples 9.98%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$5.92M 0.12%
114,159
+6,580
127
$5.88M 0.12%
108,000
-7,000
128
$5.7M 0.12%
54,350
+28,125
129
$5.51M 0.11%
187,485
+9,310
130
$5.44M 0.11%
81,870
-1,522
131
$5.42M 0.11%
108,363
+9,368
132
$5.39M 0.11%
58,721
-4,338
133
$5.36M 0.11%
108,000
134
$5.15M 0.11%
75,600
-132
135
$5.15M 0.11%
319,665
-689,170
136
$5.1M 0.11%
38,900
137
$5.05M 0.11%
84,794
-5,081
138
$5.01M 0.1%
50,556
-25,496
139
$4.99M 0.1%
240,856
+201
140
$4.84M 0.1%
174,000
+127,000
141
$4.75M 0.1%
92,946
-738
142
$4.71M 0.1%
44,221
-96,462
143
$4.67M 0.1%
55,355
-10,224
144
$4.55M 0.09%
87,890
+48,021
145
$4.53M 0.09%
154,844
-88,758
146
$4.49M 0.09%
97,463
-95,405
147
$4.38M 0.09%
22,245
-9,791
148
$4.38M 0.09%
77,693
+68,650
149
$4.33M 0.09%
78,263
+39,392
150
$3.97M 0.08%
134,046
-270
4 5
6
7 8