FWIA

Fort Washington Investment Advisors Portfolio holdings

AUM $18.8B
1-Year Est. Return 21.18%
This Quarter Est. Return
1 Year Est. Return
+21.18%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$4.8B
AUM Growth
-$350M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
464
New
Increased
Reduced
Closed

Top Buys

1 +$54.8M
2 +$28.5M
3 +$22.1M
4
GE icon
GE Aerospace
GE
+$16.7M
5
AGCO icon
AGCO
AGCO
+$15.4M

Top Sells

1 +$44.6M
2 +$23M
3 +$19.6M
4
C icon
Citigroup
C
+$19.6M
5
MSFT icon
Microsoft
MSFT
+$18.9M

Sector Composition

1 Energy 18.13%
2 Financials 16.49%
3 Industrials 11.1%
4 Technology 10.07%
5 Consumer Staples 9.98%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
151
$3.95M 0.08%
28,577
+2,399
152
$3.94M 0.08%
5,167
-6,065
153
$3.94M 0.08%
100,200
154
$3.92M 0.08%
35,171
-56,361
155
$3.83M 0.08%
160,808
-418,223
156
$3.81M 0.08%
125,000
+66,000
157
$3.76M 0.08%
187,982
+1,550
158
$3.76M 0.08%
+81,300
159
$3.62M 0.08%
32,148
+2,816
160
$3.54M 0.07%
95,000
-20,000
161
$3.46M 0.07%
25,400
-28,800
162
$3.44M 0.07%
121,740
163
$3.38M 0.07%
139,008
-403
164
$3.3M 0.07%
35,405
-100
165
$3.25M 0.07%
77,050
-5,550
166
$3.23M 0.07%
25,765
+7,340
167
$3.2M 0.07%
81,200
+13,000
168
$3.18M 0.07%
34,700
-4,350
169
$3.12M 0.07%
82,776
-4,410
170
$3.09M 0.06%
131,844
+9,084
171
$3.09M 0.06%
61,455
+2,020
172
$3.09M 0.06%
18,610
-16,750
173
$3.05M 0.06%
27,472
-3,542
174
$3.04M 0.06%
24,666
-3,187
175
$3.04M 0.06%
92,396
-3,652