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
$9.89B
AUM Growth
+$230M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
585
New
Increased
Reduced
Closed

Top Buys

1
+$99.1M
2
+$67.8M
3
+$56.5M
4
KMI icon
Kinder Morgan
KMI
+$18.4M
5
SFM icon
Sprouts Farmers Market
SFM
+$18.3M

Top Sells

1
+$92.4M
2
+$88.6M
3
+$48.5M
4
BKNG icon
Booking.com
BKNG
+$26.8M
5
IWS icon
iShares Russell Mid-Cap Value ETF
IWS
+$26M

Sector Composition

1 Technology 16.16%
2 Financials 14.77%
3 Healthcare 12.53%
4 Industrials 11.72%
5 Consumer Discretionary 10.21%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$16.7M 0.17%
706,785
+682,585
152
$16.7M 0.17%
370,507
+60,000
153
$16.7M 0.17%
379,201
-55,000
154
$16.6M 0.17%
267,896
+35,000
155
$16.6M 0.17%
596,189
+143,950
156
$16.5M 0.17%
156,829
-15,000
157
$16.5M 0.17%
869,980
-180,000
158
$16.4M 0.17%
249,741
-70,000
159
$16.4M 0.17%
177,123
-26,000
160
$16.4M 0.17%
1,000,942
-35,000
161
$16.3M 0.17%
346,400
-20,000
162
$16.3M 0.16%
120,138
+65,337
163
$16.3M 0.16%
476,539
+2,000
164
$16.3M 0.16%
220,368
-27,300
165
$16.1M 0.16%
479,643
-145,000
166
$16.1M 0.16%
179,038
-56,000
167
$16M 0.16%
419,452
+80,000
168
$15.8M 0.16%
454,559
+82,500
169
$15.8M 0.16%
312,649
-30,000
170
$15.7M 0.16%
363,201
+130,001
171
$15.6M 0.16%
820,087
-26,169
172
$14.9M 0.15%
670,807
-528
173
$14.8M 0.15%
337,382
-12,707
174
$14.8M 0.15%
650,691
175
$14.3M 0.14%
516,877
-141,788
5 6
7
8 9