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
$9.89B
AUM Growth
+$230M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
585
New
Increased
Reduced
Closed

Top Buys

1
+$99.1M
2
+$67.8M
3
+$56.5M
4
KMI icon
Kinder Morgan
KMI
+$18.4M
5
SFM icon
Sprouts Farmers Market
SFM
+$18.3M

Top Sells

1
+$92.4M
2
+$88.6M
3
+$48.5M
4
BKNG icon
Booking.com
BKNG
+$26.8M
5
IWS icon
iShares Russell Mid-Cap Value ETF
IWS
+$26M

Sector Composition

1 Technology 16.18%
2 Financials 14.77%
3 Healthcare 12.53%
4 Industrials 11.71%
5 Consumer Discretionary 10.21%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$17.5M 0.18%
+164,933
127
$17.5M 0.18%
367,100
+10,000
128
$17.4M 0.18%
450,792
129
$17.4M 0.18%
230,406
-19,550
130
$17.4M 0.18%
348,211
-92,000
131
$17.3M 0.18%
324,800
-25,000
132
$17.3M 0.18%
369,041
-15,000
133
$17.3M 0.17%
581,283
134
$17.2M 0.17%
466,140
135
$17.2M 0.17%
331,300
+35,000
136
$17.2M 0.17%
262,434
-20,000
137
$17.2M 0.17%
273,553
-432
138
$17.2M 0.17%
952,892
+40,000
139
$17.1M 0.17%
992,188
+59,916
140
$17.1M 0.17%
627,024
+100,000
141
$17M 0.17%
844,216
+150,000
142
$16.9M 0.17%
1,408,341
+490,875
143
$16.9M 0.17%
843,200
-280,000
144
$16.9M 0.17%
162,888
-10,000
145
$16.9M 0.17%
325,000
-150,000
146
$16.9M 0.17%
298,399
+30,000
147
$16.9M 0.17%
+400,000
148
$16.9M 0.17%
880,343
+131,264
149
$16.8M 0.17%
340,255
+33,353
150
$16.7M 0.17%
479,630
-65,900
4 5
6
7 8