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
$6.46B
AUM Growth
+$116M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
531
New
Increased
Reduced
Closed

Top Buys

1 +$17.4M
2 +$16.5M
3 +$16.5M
4
ET icon
Energy Transfer Partners
ET
+$16.2M
5
TRGP icon
Targa Resources
TRGP
+$6.54M

Top Sells

1 +$40.5M
2 +$22.1M
3 +$19.6M
4
AMZN icon
Amazon
AMZN
+$19.1M
5
RMP
Rice Midstream Partners LP
RMP
+$12.1M

Sector Composition

1 Financials 14.92%
2 Technology 14.58%
3 Industrials 12.49%
4 Healthcare 11.11%
5 Communication Services 9.51%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
151
$4.45M 0.07%
76,765
-8,242
152
$4.44M 0.07%
76,158
153
$4.22M 0.07%
25,110
154
$4.18M 0.06%
116,705
+34,730
155
$4.01M 0.06%
26,516
156
$4.01M 0.06%
22,454
157
$3.99M 0.06%
59,682
+5,867
158
$3.98M 0.06%
107,908
+6,780
159
$3.94M 0.06%
74,102
-6,525
160
$3.93M 0.06%
185,398
+161,944
161
$3.86M 0.06%
36,387
162
$3.78M 0.06%
49,745
+327
163
$3.71M 0.06%
56,208
-10
164
$3.7M 0.06%
22,547
-1,445
165
$3.68M 0.06%
34,391
-670
166
$3.5M 0.05%
250,329
167
0
168
$3.41M 0.05%
102,042
169
$3.39M 0.05%
356,440
-45,560
170
$3.37M 0.05%
47,566
171
$3.35M 0.05%
24,513
-660
172
$3.32M 0.05%
22,423
-2,680
173
$3.13M 0.05%
38,766
174
$3.02M 0.05%
86,212
+7,053
175
$3M 0.05%
16,252
-2,755