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
$4.8B
AUM Growth
-$350M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
464
New
Increased
Reduced
Closed

Top Buys

1 +$54.8M
2 +$28.5M
3 +$22.1M
4
GE icon
GE Aerospace
GE
+$16.7M
5
AGCO icon
AGCO
AGCO
+$15.4M

Top Sells

1 +$44.6M
2 +$23M
3 +$19.6M
4
C icon
Citigroup
C
+$19.6M
5
MSFT icon
Microsoft
MSFT
+$18.9M

Sector Composition

1 Energy 18.13%
2 Financials 16.49%
3 Industrials 11.1%
4 Technology 10.07%
5 Consumer Staples 9.98%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
176
$2.94M 0.06%
29,875
+5,605
177
$2.9M 0.06%
42,300
-43,800
178
$2.88M 0.06%
35,485
-3,256
179
$2.87M 0.06%
312,800
180
$2.87M 0.06%
57,322
-15,494
181
$2.82M 0.06%
39,467
-2,400
182
$2.79M 0.06%
51,990
183
$2.75M 0.06%
37,721
-3,076
184
$2.72M 0.06%
39,435
+5,615
185
$2.71M 0.06%
69,590
-43,816
186
$2.7M 0.06%
59,072
-3,745
187
$2.64M 0.06%
37,370
-4,697
188
$2.63M 0.05%
30,507
-2,956
189
$2.6M 0.05%
247,517
-6,621
190
$2.6M 0.05%
7,210
-230
191
$2.57M 0.05%
41,953
+273
192
$2.54M 0.05%
13,066
-1,674
193
$2.52M 0.05%
162,036
-20,555
194
$2.49M 0.05%
119,200
-45,523
195
$2.46M 0.05%
42,236
-4,733
196
$2.43M 0.05%
+110,000
197
$2.42M 0.05%
51,881
+21,417
198
$2.23M 0.05%
19,398
+520
199
$2.16M 0.05%
6,540
-200
200
$2.16M 0.04%
+33,523