FWIA

Fort Washington Investment Advisors Portfolio holdings

AUM $18.1B
1-Year Est. Return 18.25%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+18.25%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$16.7B
AUM Growth
+$296M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
418
New
Increased
Reduced
Closed

Top Buys

1
+$76.5M
2
+$55M
3
+$36.5M
4
MS icon
Morgan Stanley
MS
+$35.2M
5
SMMD icon
iShares Russell 2500 ETF
SMMD
+$29.9M

Top Sells

1
+$46.8M
2
+$41.2M
3
+$36.5M
4
RTX icon
RTX Corp
RTX
+$28.5M
5
COR icon
Cencora
COR
+$20.9M

Sector Composition

1 Technology 24.92%
2 Financials 15.49%
3 Industrials 11.14%
4 Healthcare 10.56%
5 Communication Services 9.64%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$19.5M 0.12%
505,530
+30,040
177
$19.5M 0.12%
575,156
+18,400
178
$19.4M 0.12%
229,307
-102,513
179
$19.4M 0.12%
1,010,596
+161,170
180
$19.4M 0.12%
405,612
+1,026
181
$19.3M 0.12%
550,304
+134,928
182
$19.1M 0.11%
106,023
+12,160
183
$19.1M 0.11%
350,604
+57,830
184
$18.9M 0.11%
195,140
+14,990
185
$18.6M 0.11%
865,855
+4,911
186
$18.3M 0.11%
254,034
+25,650
187
$17.7M 0.11%
251,287
-78,840
188
$17.6M 0.11%
116,772
+300
189
$17.3M 0.1%
130,047
+11,830
190
$17M 0.1%
192,464
+550
191
$16.9M 0.1%
169,673
-1,900
192
$16.1M 0.1%
139,556
+12,860
193
$15.6M 0.09%
93,269
-18
194
$15.1M 0.09%
1,019,770
-55,290
195
$14.8M 0.09%
109,109
-15,660
196
$14.8M 0.09%
394,288
+53,907
197
$14.7M 0.09%
47,159
+16,090
198
$14.6M 0.09%
41,096
-19,320
199
$14.4M 0.09%
670,627
-167,122
200
$14.1M 0.08%
920,660
+3,430
6 7
8
9 10