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
$9.45B
AUM Growth
+$35.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
516
New
Increased
Reduced
Closed

Top Buys

1 +$34M
2 +$23.3M
3 +$15.3M
4
VO icon
Vanguard Mid-Cap ETF
VO
+$15M
5
MDRX
Veradigm Inc. Common Stock
MDRX
+$10.9M

Top Sells

1 +$123M
2 +$105M
3 +$81.5M
4
DE icon
Deere & Co
DE
+$66.6M
5
MSFT icon
Microsoft
MSFT
+$51.4M

Sector Composition

1 Technology 21.23%
2 Financials 13.45%
3 Industrials 13.25%
4 Communication Services 12.2%
5 Consumer Discretionary 11.95%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
126
$10.9M 0.12%
353,828
-88,417
127
$10.9M 0.12%
269,971
-86,702
128
$10.9M 0.12%
+753,622
129
$10.9M 0.11%
350,934
+62,579
130
$10.8M 0.11%
114,443
-870
131
$10.8M 0.11%
147,614
+34,152
132
$10.8M 0.11%
126,983
-71,859
133
$10.8M 0.11%
304,868
-117,768
134
$10.7M 0.11%
101,413
-17,232
135
$10.7M 0.11%
238,448
+2,020
136
$10.7M 0.11%
310,660
-223,100
137
$10.7M 0.11%
202,555
-13,352
138
$10.7M 0.11%
162,066
-210
139
$10.6M 0.11%
87,189
+6,961
140
$10.6M 0.11%
249,968
-53,542
141
$10.6M 0.11%
90,438
+3,466
142
$10.6M 0.11%
341,545
-36,097
143
$10.6M 0.11%
+192,086
144
$10.5M 0.11%
127,317
+22,031
145
$10.5M 0.11%
336,395
-105,554
146
$10.5M 0.11%
19,782
+2,809
147
$10.5M 0.11%
160,459
-79,061
148
$10.5M 0.11%
138,541
-13,804
149
$10.5M 0.11%
+1,101,200
150
$10.4M 0.11%
149,290
+38,251