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
$16.7B
AUM Growth
+$296M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
418
New
Increased
Reduced
Closed

Top Buys

1 +$68.6M
2 +$51.6M
3 +$35.9M
4
LIN icon
Linde
LIN
+$33.5M
5
SMMD icon
iShares Russell 2500 ETF
SMMD
+$29.1M

Top Sells

1 +$46.2M
2 +$40.4M
3 +$36.5M
4
RTX icon
RTX Corp
RTX
+$27.3M
5
ETR icon
Entergy
ETR
+$21.9M

Sector Composition

1 Technology 24.92%
2 Financials 15.49%
3 Industrials 11.14%
4 Healthcare 10.56%
5 Communication Services 9.64%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
126
$28.9M 0.17%
1,030,630
+45,894
127
$28.6M 0.17%
643,830
-94,880
128
$27.9M 0.17%
302,272
+830
129
$27.2M 0.16%
358,997
+31,111
130
$27.1M 0.16%
238,300
+43,631
131
$26.6M 0.16%
+377,347
132
$26.4M 0.16%
1,318,482
-43,410
133
$26.3M 0.16%
422,457
+55,032
134
$25.3M 0.15%
1,467,780
+695,740
135
$24.2M 0.14%
319,787
+55,280
136
$23.8M 0.14%
784,830
-125,320
137
$23.7M 0.14%
1,459,083
-2,345
138
$23.5M 0.14%
304,197
-72,286
139
$23.4M 0.14%
140,455
+40,290
140
$22.9M 0.14%
597,951
-4,035
141
$22.4M 0.13%
182,581
+39,347
142
$22.3M 0.13%
854,749
+102,750
143
$22.3M 0.13%
704,583
+61,660
144
$22.1M 0.13%
296,476
+83,390
145
$21.9M 0.13%
943,300
+54,830
146
$21.7M 0.13%
1,853,183
+108,510
147
$21.7M 0.13%
+355,414
148
$21.7M 0.13%
40,898
+11,020
149
$21.7M 0.13%
154,440
+430
150
$21.6M 0.13%
93,805
+16,170