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
$13.2B
AUM Growth
-$601M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
395
New
Increased
Reduced
Closed

Top Buys

1
+$95.6M
2
+$44.6M
3
+$35.7M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$27.8M
5
PFE icon
Pfizer
PFE
+$21.6M

Top Sells

1
+$26M
2
+$23M
3
+$22.5M
4
KLAC icon
KLA
KLAC
+$21.2M
5
LESL icon
Leslie's
LESL
+$20.3M

Sector Composition

1 Technology 22.34%
2 Financials 16.22%
3 Healthcare 13.02%
4 Industrials 11.34%
5 Communication Services 8.34%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$15M 0.11%
89,861
+3,980
177
$14.9M 0.11%
59,415
+4,260
178
$14.9M 0.11%
218,918
+34,290
179
$14.9M 0.11%
107,878
-13,360
180
$14.8M 0.11%
181,462
+19,320
181
$14.8M 0.11%
435,110
+60,230
182
$14.8M 0.11%
231,734
-880
183
$14.8M 0.11%
705,042
+69,800
184
$14.7M 0.11%
75,289
-11,690
185
$14.6M 0.11%
683,741
-41,296
186
$14.6M 0.11%
229,873
+29,720
187
$14.6M 0.11%
85,758
+6,430
188
$14.6M 0.11%
217,678
-16,700
189
$14.5M 0.11%
947,350
-15,070
190
$14.4M 0.11%
287,600
-83,280
191
$14.4M 0.11%
+500,900
192
$14.3M 0.11%
809,011
+2,718
193
$14.3M 0.11%
149,999
-4,690
194
$14.2M 0.11%
527,007
+139,720
195
$14.1M 0.11%
396,718
-123,389
196
$13.9M 0.1%
250,087
-19,200
197
$13.7M 0.1%
95,298
+1,892
198
$12.6M 0.1%
187,778
199
$10.7M 0.08%
81,707
-6,901
200
$10.5M 0.08%
223,726
6 7
8
9 10