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
$16.7B
AUM Growth
+$296M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
418
New
Increased
Reduced
Closed

Top Buys

1 +$68.6M
2 +$51.6M
3 +$35.9M
4
LIN icon
Linde
LIN
+$33.5M
5
SMMD icon
iShares Russell 2500 ETF
SMMD
+$29.1M

Top Sells

1 +$46.2M
2 +$40.4M
3 +$36.5M
4
RTX icon
RTX Corp
RTX
+$27.3M
5
ETR icon
Entergy
ETR
+$21.9M

Sector Composition

1 Technology 24.92%
2 Financials 15.49%
3 Industrials 11.14%
4 Healthcare 10.56%
5 Communication Services 9.64%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
151
$21.6M 0.13%
66,065
-1,401
152
$21.4M 0.13%
53,005
+14,141
153
$21.4M 0.13%
274,130
-35,220
154
$21.3M 0.13%
688,157
-138,810
155
$21.3M 0.13%
775,869
+189,860
156
$21.2M 0.13%
363,951
+97,570
157
$20.9M 0.12%
333,380
+59,310
158
$20.6M 0.12%
83,378
+16,140
159
$20.5M 0.12%
78,815
+12,959
160
$20.5M 0.12%
725,572
+94,190
161
$20.3M 0.12%
805,121
+136,670
162
$20.2M 0.12%
184,670
+46,890
163
$20.2M 0.12%
191,090
+26,390
164
$20.2M 0.12%
72,780
+13,062
165
$20.2M 0.12%
252,233
+34,890
166
$20.1M 0.12%
109,473
+12,400
167
$20.1M 0.12%
385,710
+19,080
168
$20M 0.12%
201,229
+34,080
169
$19.9M 0.12%
360,614
+60,820
170
$19.9M 0.12%
389,369
+1,420
171
$19.8M 0.12%
523,891
+84,290
172
$19.8M 0.12%
148,880
-36,130
173
$19.7M 0.12%
462,786
+35,140
174
$19.6M 0.12%
119,586
-20,290
175
$19.5M 0.12%
136,800
+390