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
$6.24B
AUM Growth
+$254M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
503
New
Increased
Reduced
Closed

Top Buys

1
+$69.4M
2
+$58.1M
3
+$41.1M
4
ROP icon
Roper Technologies
ROP
+$19.9M
5
BMY icon
Bristol-Myers Squibb
BMY
+$13.9M

Top Sells

1
+$99.5M
2
+$51.4M
3
+$39.1M
4
MDLZ icon
Mondelez International
MDLZ
+$14M
5
BTZ icon
BlackRock Credit Allocation Income Trust
BTZ
+$8.32M

Sector Composition

1 Financials 15.04%
2 Technology 14.76%
3 Industrials 12.76%
4 Healthcare 11.67%
5 Consumer Discretionary 7.9%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$2.96M 0.05%
32,432
+360
177
$2.94M 0.05%
154,900
-139,600
178
$2.91M 0.05%
36,496
-973
179
$2.9M 0.05%
1,376
-201
180
$2.9M 0.05%
13,223
+406
181
$2.88M 0.05%
52,842
-21,330
182
$2.87M 0.05%
62,408
183
$2.84M 0.05%
22,646
+160
184
$2.81M 0.05%
47,782
+65
185
$2.8M 0.04%
34,890
+525
186
$2.79M 0.04%
24,667
+1,749
187
$2.77M 0.04%
47,866
-244
188
$2.76M 0.04%
118,892
+8,400
189
$2.74M 0.04%
33,832
190
$2.74M 0.04%
176,679
-16,740
191
$2.72M 0.04%
71,469
-3,367
192
$2.71M 0.04%
53,687
+9,552
193
$2.7M 0.04%
132,823
+19
194
$2.69M 0.04%
147,974
195
$2.68M 0.04%
33,071
-7,746
196
$2.67M 0.04%
77,186
-7,279
197
$2.65M 0.04%
86,371
-3,488
198
$2.64M 0.04%
71,409
199
$2.58M 0.04%
15,632
-1,076
200
$2.56M 0.04%
50,648
+4,289
6 7
8
9 10