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
$15.7B
AUM Growth
-$776M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
538
New
Increased
Reduced
Closed

Top Buys

1
+$75.8M
2
+$64M
3
+$24.5M
4
ABNB icon
Airbnb
ABNB
+$22.6M
5
BAC icon
Bank of America
BAC
+$21.9M

Top Sells

1
+$68.8M
2
+$48.4M
3
+$45.8M
4
PH icon
Parker-Hannifin
PH
+$43.2M
5
LMT icon
Lockheed Martin
LMT
+$36.2M

Sector Composition

1 Technology 21.31%
2 Financials 16.58%
3 Healthcare 12.84%
4 Industrials 11.37%
5 Communication Services 9.57%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$15.3M 0.1%
266,135
+35,113
152
$15.3M 0.1%
369,488
+32,350
153
$15.2M 0.1%
74,109
+653
154
$15.2M 0.1%
154,360
-85,520
155
$15M 0.1%
313,049
+3,553
156
$14.9M 0.09%
133,910
+36,948
157
$14.8M 0.09%
+270,295
158
$14.8M 0.09%
178,206
+13,937
159
$14.7M 0.09%
1,179,754
-219,858
160
$14.5M 0.09%
265,554
-20,990
161
$14.5M 0.09%
161,457
+2,330
162
$14.5M 0.09%
104,340
-10,380
163
$14.4M 0.09%
641,183
-102,975
164
$14.4M 0.09%
191,377
+67,140
165
$14.3M 0.09%
146,744
+33,080
166
$14.2M 0.09%
251,170
+1,400
167
$14.2M 0.09%
214,057
+36,040
168
$14M 0.09%
144,648
-54,120
169
$13.9M 0.09%
363,776
-71,210
170
$13.8M 0.09%
150,262
-20,749
171
$13.8M 0.09%
107,638
+30,880
172
$13.8M 0.09%
161,385
+24,020
173
$13.7M 0.09%
223,726
-94,889
174
$13.7M 0.09%
185,665
+3,320
175
$13.7M 0.09%
264,424
+1,460
5 6
7
8 9