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
$13.2B
AUM Growth
-$601M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
395
New
Increased
Reduced
Closed

Top Buys

1
+$95.6M
2
+$44.6M
3
+$35.7M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$27.8M
5
PFE icon
Pfizer
PFE
+$21.6M

Top Sells

1
+$26M
2
+$23M
3
+$22.5M
4
KLAC icon
KLA
KLAC
+$21.2M
5
LESL icon
Leslie's
LESL
+$20.3M

Sector Composition

1 Technology 22.34%
2 Financials 16.22%
3 Healthcare 13.02%
4 Industrials 11.34%
5 Communication Services 8.34%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$15.7M 0.12%
191,680
+6,970
152
$15.6M 0.12%
318,826
+72,330
153
$15.6M 0.12%
172,076
-9,785
154
$15.5M 0.12%
+684,390
155
$15.5M 0.12%
259,599
+10,890
156
$15.5M 0.12%
29,818
+3,470
157
$15.4M 0.12%
222,400
+53,020
158
$15.3M 0.12%
172,752
-22,185
159
$15.3M 0.12%
146,607
-610
160
$15.3M 0.12%
470,450
-23,940
161
$15.3M 0.12%
354,970
+25,016
162
$15.3M 0.12%
158,803
+11,080
163
$15.3M 0.12%
307,270
+43,270
164
$15.2M 0.11%
1,461,428
165
$15.2M 0.11%
439,646
+21,730
166
$15.1M 0.11%
540,270
+81,170
167
$15.1M 0.11%
157,494
+28,510
168
$15.1M 0.11%
+319,920
169
$15.1M 0.11%
206,919
+25,590
170
$15.1M 0.11%
860,455
+143,210
171
$15M 0.11%
71,527
-8,080
172
$15M 0.11%
222,122
+5,720
173
$15M 0.11%
222,839
+2,080
174
$15M 0.11%
145,468
+4,060
175
$15M 0.11%
535,273
-57,520
5 6
7
8 9