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
$8.18B
AUM Growth
-$1.97B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
582
New
Increased
Reduced
Closed

Top Buys

1 +$36.7M
2 +$30.3M
3 +$22.9M
4
CRM icon
Salesforce
CRM
+$22.6M
5
YUMC icon
Yum China
YUMC
+$20.3M

Top Sells

1 +$94M
2 +$48.3M
3 +$33.3M
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$32.4M
5
RAMP icon
LiveRamp
RAMP
+$31.2M

Sector Composition

1 Technology 16.94%
2 Financials 15.79%
3 Healthcare 13.92%
4 Industrials 11.8%
5 Communication Services 10.94%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
176
$7.05M 0.09%
76,443
-27,514
177
$6.92M 0.08%
121,358
+98,677
178
$6.92M 0.08%
63,179
-7,407
179
$6.81M 0.08%
339,848
-652,769
180
$6.78M 0.08%
103,458
+17,191
181
$6.62M 0.08%
213,246
-45,186
182
-342,460
183
$6.14M 0.08%
53,850
-18,649
184
$6.07M 0.07%
97,030
-29,253
185
-287,322
186
$5.78M 0.07%
44,758
-11,082
187
$5.66M 0.07%
136,300
-1,330
188
$5.18M 0.06%
126,209
-51,783
189
$5.11M 0.06%
60,000
190
$5.06M 0.06%
88,961
-85,474
191
$5.06M 0.06%
38,604
-6,988
192
$5.05M 0.06%
136,060
+96,729
193
$5.04M 0.06%
58,512
-18,990
194
$4.76M 0.06%
109,476
-10,364
195
$4.53M 0.06%
73,856
-25,229
196
$4.51M 0.06%
11,480
-3,826
197
$4.27M 0.05%
36,919
-13,567
198
$4.24M 0.05%
59,312
-10,012
199
$4.13M 0.05%
44,757
-18,390
200
$4.08M 0.05%
146,175
+14,500