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
$16.3B
AUM Growth
-$457M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
409
New
Increased
Reduced
Closed

Top Buys

1 +$43.3M
2 +$38.8M
3 +$28.8M
4
DE icon
Deere & Co
DE
+$27M
5
GOOG icon
Alphabet (Google) Class C
GOOG
+$24.6M

Top Sells

1 +$63.9M
2 +$36.6M
3 +$35.4M
4
LUV icon
Southwest Airlines
LUV
+$31.9M
5
RTX icon
RTX Corp
RTX
+$26.4M

Sector Composition

1 Technology 23.4%
2 Financials 15.5%
3 Industrials 11.5%
4 Healthcare 11.44%
5 Communication Services 9.23%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
151
$21.6M 0.13%
109,425
+15,620
152
$21.6M 0.13%
65,925
-140
153
$21.5M 0.13%
984,542
+129,793
154
$21.1M 0.13%
414,500
+8,888
155
$20.8M 0.13%
763,547
+75,390
156
$20.6M 0.13%
119,106
-480
157
$20.5M 0.13%
194,350
-790
158
$20.5M 0.13%
92,178
+8,800
159
$20.3M 0.12%
894,304
-424,178
160
$20.3M 0.12%
213,944
+21,480
161
$19.9M 0.12%
386,084
+25,470
162
$19.8M 0.12%
701,603
-23,969
163
$19.7M 0.12%
162,653
+22,198
164
$19.7M 0.12%
118,390
+12,367
165
$19.7M 0.12%
123,777
-25,103
166
$19.6M 0.12%
333,784
+79,750
167
$19.6M 0.12%
184,186
-484
168
$19.4M 0.12%
52,972
-33
169
$19.4M 0.12%
783,742
+233,438
170
$19.4M 0.12%
153,820
-620
171
$18.8M 0.12%
145,932
+9,132
172
$18.7M 0.11%
93,266
-3
173
$18.4M 0.11%
304,489
-84,880
174
$18.3M 0.11%
116,302
-470
175
$18.3M 0.11%
333,307
-73