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
$13.2B
AUM Growth
-$601M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
395
New
Increased
Reduced
Closed

Top Buys

1 +$95.6M
2 +$44.6M
3 +$35.7M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$27.8M
5
PFE icon
Pfizer
PFE
+$21.6M

Top Sells

1 +$26M
2 +$23M
3 +$22.5M
4
KLAC icon
KLA
KLAC
+$21.2M
5
LESL icon
Leslie's
LESL
+$20.3M

Sector Composition

1 Technology 22.34%
2 Financials 16.22%
3 Healthcare 13.02%
4 Industrials 11.34%
5 Communication Services 8.34%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
126
$22.5M 0.17%
214,405
+161
127
$22.1M 0.17%
94,131
-1,296
128
$21.9M 0.17%
917,114
-137,897
129
$21.7M 0.16%
2,015,614
-18,710
130
$21.7M 0.16%
233,623
+5,227
131
$21.7M 0.16%
161,982
+1,984
132
$21.5M 0.16%
288,006
-33,308
133
$21.5M 0.16%
491,699
+9,581
134
$21.4M 0.16%
363,279
+15,540
135
$20.9M 0.16%
379,057
+154,570
136
$20.2M 0.15%
115,417
-63,505
137
$20.1M 0.15%
+800,000
138
$19.7M 0.15%
46,107
-6,642
139
$18.8M 0.14%
184,323
-5,680
140
$18.7M 0.14%
242,654
141
$18.3M 0.14%
74,772
+3
142
$17.5M 0.13%
133,093
+5,873
143
$17M 0.13%
238,620
-14,912
144
$17M 0.13%
264,716
-1,951
145
$16.9M 0.13%
71,299
146
$16.6M 0.13%
108,640
-480
147
$16.2M 0.12%
1,236,154
-44,385
148
$16.2M 0.12%
668,233
-169,330
149
$15.9M 0.12%
136,306
-10,580
150
$15.8M 0.12%
94,115
-2,200