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
$15.7B
AUM Growth
-$776M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
538
New
Increased
Reduced
Closed

Top Buys

1
+$75.8M
2
+$64M
3
+$24.5M
4
ABNB icon
Airbnb
ABNB
+$22.6M
5
BAC icon
Bank of America
BAC
+$21.9M

Top Sells

1
+$68.8M
2
+$48.4M
3
+$45.8M
4
PH icon
Parker-Hannifin
PH
+$43.2M
5
LMT icon
Lockheed Martin
LMT
+$36.2M

Sector Composition

1 Technology 21.31%
2 Financials 16.58%
3 Healthcare 12.84%
4 Industrials 11.37%
5 Communication Services 9.57%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$26.7M 0.17%
239,206
-56,739
127
$26.5M 0.17%
1,741,145
128
$25.5M 0.16%
65,977
+19,284
129
$25.5M 0.16%
293,574
+38,888
130
$25.5M 0.16%
260,828
+1,841
131
$24.5M 0.16%
437,304
+57,741
132
$21.8M 0.14%
564,098
+137,174
133
$21.7M 0.14%
365,032
+9,334
134
$21.4M 0.14%
368,625
+61,365
135
$21.2M 0.13%
498,935
+79,223
136
$20.8M 0.13%
586,330
+218,850
137
$20.2M 0.13%
+468,643
138
$19.7M 0.12%
74,924
-6
139
$19.6M 0.12%
145,329
+6,973
140
$19.2M 0.12%
237,627
+82,488
141
$18.9M 0.12%
69,003
-771
142
$16.8M 0.11%
+727,671
143
$16.6M 0.11%
580,760
+115,750
144
$16.6M 0.11%
640,418
+197,550
145
$16.5M 0.11%
292,299
-19,622
146
$16.3M 0.1%
139,729
+35,510
147
$16.1M 0.1%
95,336
-8,814
148
$15.9M 0.1%
343,322
+48,020
149
$15.8M 0.1%
210,666
+28,410
150
$15.6M 0.1%
235,054
+18,340
4 5
6
7 8