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
$8.18B
AUM Growth
-$1.97B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
582
New
Increased
Reduced
Closed

Top Buys

1
+$36.7M
2
+$30.3M
3
+$22.9M
4
CRM icon
Salesforce
CRM
+$22.6M
5
YUMC icon
Yum China
YUMC
+$20.3M

Top Sells

1
+$94M
2
+$48.3M
3
+$33.3M
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$32.4M
5
RAMP icon
LiveRamp
RAMP
+$31.2M

Sector Composition

1 Technology 16.94%
2 Financials 15.79%
3 Healthcare 13.92%
4 Industrials 11.8%
5 Communication Services 10.94%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$12M 0.15%
301,806
-130,000
152
$11.9M 0.15%
358,625
+7,885
153
$11.5M 0.14%
353,534
154
$11.4M 0.14%
72,679
-346
155
$11.3M 0.14%
245,568
-83,670
156
$11M 0.13%
256,288
-16,987
157
$10.9M 0.13%
660,553
-3,688
158
$10M 0.12%
338,603
-1,121,908
159
$10M 0.12%
138,501
-33,297
160
$9.75M 0.12%
+62,509
161
$9.33M 0.11%
102,581
-10,466
162
$9.09M 0.11%
219,505
-84,920
163
$8.93M 0.11%
98,342
-2,835
164
$8.9M 0.11%
82,024
+90
165
$8.79M 0.11%
244,153
-127,071
166
$8.41M 0.1%
411,098
-83,723
167
$8.35M 0.1%
133,330
-7,999
168
$8.12M 0.1%
51,299
-11,803
169
$8.09M 0.1%
266,891
+17,452
170
$8.03M 0.1%
+495,000
171
$7.85M 0.1%
319,292
+214,783
172
$7.72M 0.09%
+400,000
173
$7.66M 0.09%
555,843
-80,810
174
$7.58M 0.09%
87,876
-20,306
175
$7.47M 0.09%
89,392
+52,725
5 6
7
8 9