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
$13B
AUM Growth
-$2.71B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
517
New
Increased
Reduced
Closed

Top Buys

1
+$52.3M
2
+$28.1M
3
+$19.8M
4
BAC icon
Bank of America
BAC
+$13.9M
5
WBD icon
Warner Bros
WBD
+$13.6M

Top Sells

1
+$112M
2
+$44.9M
3
+$44.3M
4
RTX icon
RTX Corp
RTX
+$42.2M
5
LQD icon
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
+$40.5M

Sector Composition

1 Technology 21.02%
2 Financials 17.06%
3 Healthcare 13.71%
4 Industrials 11.7%
5 Communication Services 9.05%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$22.1M 0.17%
161,617
+144,545
127
$21.7M 0.17%
105,255
128
$21.6M 0.17%
196,153
-367,928
129
$21.5M 0.17%
603,215
-228,771
130
$21.4M 0.16%
405,165
+36,540
131
$21.1M 0.16%
435,974
+170,420
132
$21M 0.16%
508,072
+164,750
133
$20.4M 0.16%
414,010
+162,840
134
$19.9M 0.15%
238,552
135
$19.5M 0.15%
640,418
136
$19.4M 0.15%
601,318
+37,220
137
$16.3M 0.13%
74,924
138
$15.9M 0.12%
142,015
-3,314
139
$15M 0.11%
237,627
140
$14.8M 0.11%
69,249
+246
141
$14.1M 0.11%
269,805
-490
142
$14.1M 0.11%
188,973
+44,325
143
$13.6M 0.1%
+1,009,777
144
$13.5M 0.1%
457,720
-123,040
145
$13.4M 0.1%
179,735
+18,350
146
$13.4M 0.1%
101,289
+15,580
147
$13.4M 0.1%
185,240
-49,814
148
$13.3M 0.1%
267,145
+1,010
149
$13.3M 0.1%
211,931
-2,126
150
$13.3M 0.1%
549,942
-5,863
4 5
6
7 8