FWIA

Fort Washington Investment Advisors Portfolio holdings

AUM $18.8B
1-Year Est. Return 21.18%
This Quarter Est. Return
1 Year Est. Return
+21.18%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$5.34B
AUM Growth
+$316M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
447
New
Increased
Reduced
Closed

Top Buys

1 +$48.3M
2 +$18.6M
3 +$17.2M
4
GS icon
Goldman Sachs
GS
+$15.7M
5
MDLZ icon
Mondelez International
MDLZ
+$15.6M

Sector Composition

1 Financials 17.15%
2 Industrials 13.52%
3 Energy 13.16%
4 Technology 10.95%
5 Healthcare 10.37%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
201
$2.14M 0.04%
81,246
-93,641
202
$2.05M 0.04%
102,616
203
$1.93M 0.04%
6,359
-154
204
$1.89M 0.04%
25,205
-975
205
$1.88M 0.04%
32,637
-562
206
$1.85M 0.03%
14,787
207
$1.84M 0.03%
35,096
+10,418
208
$1.83M 0.03%
33,037
-754
209
$1.82M 0.03%
35,040
+640
210
$1.82M 0.03%
20,400
-5,000
211
$1.79M 0.03%
70,769
+8,637
212
$1.77M 0.03%
88,400
+5,000
213
$1.72M 0.03%
22,334
-125
214
$1.69M 0.03%
39,682
-1,750
215
$1.66M 0.03%
+26,896
216
$1.66M 0.03%
13,295
+100
217
$1.65M 0.03%
43,875
+205
218
$1.62M 0.03%
13,415
-1,645
219
$1.61M 0.03%
28,956
+5,162
220
$1.61M 0.03%
53,875
-300
221
$1.6M 0.03%
16,715
+400
222
$1.59M 0.03%
11,660
-100
223
$1.59M 0.03%
+13,247
224
$1.59M 0.03%
26,517
225
$1.58M 0.03%
24,637
+500