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
$7.38B
AUM Growth
-$2B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
523
New
Increased
Reduced
Closed

Top Buys

1
+$58.5M
2
+$46.1M
3
+$33.6M
4
PM icon
Philip Morris
PM
+$32.1M
5
COLD icon
Americold
COLD
+$27.3M

Top Sells

1
+$82.1M
2
+$55.5M
3
+$32.3M
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$31.1M
5
T icon
AT&T
T
+$28.8M

Sector Composition

1 Technology 20.65%
2 Financials 14.56%
3 Communication Services 12.39%
4 Healthcare 11.92%
5 Industrials 11.52%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$4.68M 0.06%
93,474
-10,037
202
$4.64M 0.06%
58,774
-932
203
$4.45M 0.06%
47,810
+1,976
204
$4.44M 0.06%
274,161
+10,961
205
$4.34M 0.06%
32,983
-3,368
206
$4.25M 0.06%
137,956
+345
207
$4.17M 0.06%
79,119
-29,311
208
$4.11M 0.06%
15,900
+12,410
209
$4.1M 0.06%
130,853
+5,219
210
$4.1M 0.06%
25,091
-78,949
211
$4.08M 0.06%
30,118
+1,160
212
$3.9M 0.05%
2,900
-4,900
213
$3.83M 0.05%
69,863
+2,797
214
$3.56M 0.05%
45,627
+1,565
215
$3.54M 0.05%
56,234
+1,985
216
$3.52M 0.05%
67,565
+2,284
217
$3.48M 0.05%
246,051
+234,482
218
$3.39M 0.05%
314,381
+56,920
219
$3.35M 0.05%
240,530
+30,236
220
$3.33M 0.05%
667,614
-441,500
221
$3.32M 0.05%
73,111
+9,444
222
$3.29M 0.04%
19,745
-24,296
223
$2.94M 0.04%
+100,000
224
$2.87M 0.04%
158,203
+6,282
225
$2.79M 0.04%
20,000
-57,892
7 8
9
10 11