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
$6.24B
AUM Growth
+$254M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
503
New
Increased
Reduced
Closed

Top Buys

1
+$69.4M
2
+$58.1M
3
+$41.1M
4
ROP icon
Roper Technologies
ROP
+$19.9M
5
BMY icon
Bristol-Myers Squibb
BMY
+$13.9M

Top Sells

1
+$99.5M
2
+$51.4M
3
+$39.1M
4
MDLZ icon
Mondelez International
MDLZ
+$14M
5
BTZ icon
BlackRock Credit Allocation Income Trust
BTZ
+$8.32M

Sector Composition

1 Financials 15.04%
2 Technology 14.76%
3 Industrials 12.76%
4 Healthcare 11.67%
5 Consumer Discretionary 7.9%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$5.25M 0.08%
60,767
-3,367
127
$5.22M 0.08%
116,880
-706
128
$5.19M 0.08%
103,980
-5,550
129
$5.17M 0.08%
88,604
-1,943
130
$5.17M 0.08%
64,179
-522
131
$5.09M 0.08%
74,680
132
$4.98M 0.08%
79,872
133
$4.93M 0.08%
136,046
+898
134
$4.89M 0.08%
65,985
-600
135
– –
-446,006
136
$4.8M 0.08%
57,033
+300
137
$4.73M 0.08%
+58,668
138
$4.7M 0.08%
130,580
+11,355
139
$4.5M 0.07%
55,149
+6,819
140
$4.43M 0.07%
41,580
-6,488
141
$4.4M 0.07%
137,144
-2,672
142
$4.36M 0.07%
68,276
143
$4.32M 0.07%
16,140
-13
144
$4.31M 0.07%
25,691
-400
145
$4.27M 0.07%
23,254
+2,800
146
$4.24M 0.07%
107,170
-1,540
147
$4.22M 0.07%
85,485
-1,462
148
$4.16M 0.07%
30,278
-209
149
$4.16M 0.07%
319,893
+2,299
150
$4.15M 0.07%
31,332
-1,430
4 5
6
7 8