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
201
$2.14M 0.04%
27,106
-29,270
202
$2.06M 0.04%
14,134
-1,717
203
$2.06M 0.04%
39,676
-378,600
204
$2.05M 0.04%
49,007
-3,346
205
$2.05M 0.04%
28,952
206
$2.03M 0.04%
23,510
+100
207
$2.02M 0.04%
45,226
+4,000
208
$1.98M 0.04%
34,400
209
$1.92M 0.04%
43,734
-2,500
210
$1.87M 0.04%
61,545
-140
211
$1.85M 0.04%
25,000
-400
212
$1.84M 0.04%
28,063
+1,250
213
$1.84M 0.04%
16,610
+3,775
214
$1.83M 0.04%
9,925
+125
215
$1.82M 0.04%
34,120
+15,861
216
$1.82M 0.04%
14,787
217
$1.76M 0.04%
14,050
-630
218
$1.76M 0.04%
69,075
-7,875
219
$1.74M 0.04%
34,300
+1,600
220
$1.7M 0.04%
82,300
+3,900
221
$1.66M 0.03%
+8,384
222
$1.66M 0.03%
30,900
+6,528
223
$1.65M 0.03%
26,681
+5,731
224
$1.63M 0.03%
16,040
-146,604
225
$1.62M 0.03%
6,703
+5,703