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
$8.18B
AUM Growth
-$1.97B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
582
New
Increased
Reduced
Closed

Top Buys

1
+$36.7M
2
+$30.3M
3
+$22.9M
4
CRM icon
Salesforce
CRM
+$22.6M
5
YUMC icon
Yum China
YUMC
+$20.3M

Top Sells

1
+$94M
2
+$48.3M
3
+$33.3M
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$32.4M
5
RAMP icon
LiveRamp
RAMP
+$31.2M

Sector Composition

1 Technology 16.94%
2 Financials 15.79%
3 Healthcare 13.92%
4 Industrials 11.8%
5 Communication Services 10.94%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$16.4M 0.2%
151,888
127
$16.2M 0.2%
219,476
128
$16.1M 0.2%
801,319
+62,840
129
$16.1M 0.2%
506,827
+48,463
130
$16M 0.2%
760,602
-195,405
131
$15.9M 0.19%
674,140
132
$15.9M 0.19%
640,731
-240,000
133
$15.9M 0.19%
480,012
+145,359
134
$15.7M 0.19%
120,785
135
$15.4M 0.19%
+112,362
136
$15.4M 0.19%
54,021
-9,726
137
$15.4M 0.19%
251,273
-20,000
138
$15.3M 0.19%
608,857
+99,582
139
$15.2M 0.19%
1,150,241
+519,665
140
$15M 0.18%
329,496
+49,342
141
$14.4M 0.18%
62,748
+53,472
142
$14.4M 0.18%
300,367
+24,189
143
$14.4M 0.18%
90,085
-19,902
144
$13.7M 0.17%
146,699
-159,321
145
$13.6M 0.17%
277,399
146
– –
-154,811
147
$13.1M 0.16%
327,229
-122,523
148
$13.1M 0.16%
361,248
149
$12.8M 0.16%
271,035
-64,634
150
$12.6M 0.15%
115,202
-4,047
4 5
6
7 8