FWIA

Fort Washington Investment Advisors Portfolio holdings

AUM $18.1B
1-Year Est. Return 18.25%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+18.25%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$13.8B
AUM Growth
+$571M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
396
New
Increased
Reduced
Closed

Top Buys

1 +$41.4M
2 +$30.2M
3 +$16.9M
4
CR icon
Crane Co
CR
+$15M
5
SSB icon
SouthState Bank Corp
SSB
+$14.7M

Top Sells

1 +$46.6M
2 +$39.2M
3 +$34.9M
4
MSFT icon
Microsoft
MSFT
+$27.6M
5
WMT icon
Walmart Inc
WMT
+$19.8M

Sector Composition

1 Technology 23.73%
2 Financials 15.62%
3 Healthcare 12.93%
4 Industrials 11.87%
5 Communication Services 8.25%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
151
$15.9M 0.12%
592,793
+24,013
152
$15.9M 0.12%
248,709
+22,190
153
$15.9M 0.11%
234,378
+19,720
154
$15.8M 0.11%
214,873
-75,525
155
$15.8M 0.11%
96,315
-37,270
156
$15.8M 0.11%
141,408
+21,500
157
$15.8M 0.11%
1,461,428
158
$15.7M 0.11%
264,000
-36,236
159
$15.7M 0.11%
216,402
-2,720
160
$15.7M 0.11%
370,880
+138,790
161
$15.5M 0.11%
71,299
-15
162
$15.5M 0.11%
329,954
-1,050
163
$15.4M 0.11%
806,293
+10,213
164
$15.3M 0.11%
147,217
+9,030
165
$15.3M 0.11%
387,287
-4,610
166
$15.2M 0.11%
79,328
-10,490
167
$15.2M 0.11%
232,614
+33,050
168
$15.2M 0.11%
269,287
-54,909
169
$15.2M 0.11%
154,689
+49,130
170
$15.2M 0.11%
146,886
+32,860
171
$15.1M 0.11%
184,628
+20,140
172
$15M 0.11%
181,329
+42,900
173
$15M 0.11%
417,916
-88,590
174
$15M 0.11%
121,238
+18,880
175
$14.8M 0.11%
423,239
+63,273