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
$6.24B
AUM Growth
+$254M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
503
New
Increased
Reduced
Closed

Top Buys

1
+$69.4M
2
+$58.1M
3
+$41.1M
4
ROP icon
Roper Technologies
ROP
+$19.9M
5
BMY icon
Bristol-Myers Squibb
BMY
+$13.9M

Top Sells

1
+$99.5M
2
+$51.4M
3
+$39.1M
4
MDLZ icon
Mondelez International
MDLZ
+$14M
5
BTZ icon
BlackRock Credit Allocation Income Trust
BTZ
+$8.32M

Sector Composition

1 Financials 15.04%
2 Technology 14.76%
3 Industrials 12.76%
4 Healthcare 11.67%
5 Consumer Discretionary 7.9%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$2.54M 0.04%
106,981
-2,450
202
$2.5M 0.04%
17,537
-1,662
203
$2.48M 0.04%
65,272
204
$2.44M 0.04%
38,709
+8
205
$2.39M 0.04%
15,660
-165
206
$2.38M 0.04%
23,239
-369
207
$2.37M 0.04%
28,764
-649
208
$2.35M 0.04%
45,408
-261
209
– –
-164,082
210
$2.34M 0.04%
41,925
-7,030
211
$2.31M 0.04%
78,833
-40,835
212
$2.31M 0.04%
27,567
-300
213
$2.29M 0.04%
26,601
-347
214
$2.29M 0.04%
14,787
215
$2.28M 0.04%
33,757
-75
216
$2.23M 0.04%
40,316
217
$2.19M 0.04%
18,935
-9,617
218
$2.18M 0.03%
27,575
+375
219
$2.12M 0.03%
31,154
-848
220
$2.12M 0.03%
30,502
+15,978
221
$2.11M 0.03%
18,847
-225
222
$2.08M 0.03%
39,684
-1,589
223
$2.05M 0.03%
+29,927
224
$2.05M 0.03%
37,471
+2,900
225
$2.03M 0.03%
27,210
-2,566
7 8
9
10 11