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
$9.89B
AUM Growth
+$230M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
585
New
Increased
Reduced
Closed

Top Buys

1
+$99.1M
2
+$67.8M
3
+$56.5M
4
KMI icon
Kinder Morgan
KMI
+$18.4M
5
SFM icon
Sprouts Farmers Market
SFM
+$18.3M

Top Sells

1
+$92.4M
2
+$88.6M
3
+$48.5M
4
BKNG icon
Booking.com
BKNG
+$26.8M
5
IWS icon
iShares Russell Mid-Cap Value ETF
IWS
+$26M

Sector Composition

1 Technology 16.18%
2 Financials 14.77%
3 Healthcare 12.53%
4 Industrials 11.71%
5 Consumer Discretionary 10.21%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$7.76M 0.08%
177,992
-211
202
$7.52M 0.08%
15,061
+64
203
$7.37M 0.07%
258,015
+6,381
204
$7.33M 0.07%
63,122
205
$7.26M 0.07%
142,160
-2,835
206
$6.89M 0.07%
65,776
-913
207
$6.63M 0.07%
298,672
+117,137
208
$6.33M 0.06%
309,067
+82
209
$6.13M 0.06%
45,697
-370
210
$5.74M 0.06%
50,810
+5,785
211
$5.73M 0.06%
89,027
-1,053
212
$5.34M 0.05%
135,543
-76
213
$5.29M 0.05%
217,890
214
$5.25M 0.05%
60,000
215
$5.03M 0.05%
93,324
-3,703
216
$5.03M 0.05%
120,440
-1,440
217
$4.96M 0.05%
98,229
-500
218
$4.93M 0.05%
114,649
219
$4.85M 0.05%
71,094
-7,053
220
$4.82M 0.05%
45,378
-1,190
221
$4.71M 0.05%
49,064
+9
222
$4.58M 0.05%
27,993
+4,455
223
$4.55M 0.05%
58,224
224
$4.47M 0.05%
47,830
225
$4.39M 0.04%
14,851
+391
7 8
9
10 11