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
$9.45B
AUM Growth
+$35.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
516
New
Increased
Reduced
Closed

Top Buys

1 +$34M
2 +$23.3M
3 +$15.3M
4
VO icon
Vanguard Mid-Cap ETF
VO
+$15M
5
MDRX
Veradigm Inc. Common Stock
MDRX
+$10.9M

Top Sells

1 +$123M
2 +$105M
3 +$81.5M
4
DE icon
Deere & Co
DE
+$66.6M
5
MSFT icon
Microsoft
MSFT
+$51.4M

Sector Composition

1 Technology 21.23%
2 Financials 13.45%
3 Industrials 13.25%
4 Communication Services 12.2%
5 Consumer Discretionary 11.95%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
201
$8.36M 0.09%
54,497
+95
202
$8.2M 0.09%
44,542
-2,572
203
$8.04M 0.09%
102,857
-14,712
204
$7.85M 0.08%
13,467
-2,570
205
$7.82M 0.08%
37,536
-640
206
$7.66M 0.08%
36,011
207
$7.52M 0.08%
132,922
+53,064
208
$7.21M 0.08%
145,226
+1,089
209
$7.17M 0.08%
31,565
+1,185
210
$7.15M 0.08%
118,478
+102,728
211
$6.95M 0.07%
295,561
+2,308
212
$6.85M 0.07%
142,899
+4,080
213
$6.7M 0.07%
64,876
+1,377
214
$6.66M 0.07%
60,000
215
$6.58M 0.07%
267,394
-197,837
216
$6.3M 0.07%
57,530
-1,547
217
$5.84M 0.06%
62,667
+5,956
218
$5.76M 0.06%
23,525
-170
219
$5.57M 0.06%
14,843
+24
220
$5.52M 0.06%
70,715
+2,519
221
$5.5M 0.06%
94,469
+7,442
222
$5.49M 0.06%
325,221
+8,000
223
$5.38M 0.06%
27,414
-19,632
224
$5.25M 0.06%
253,180
+10,350
225
$5.11M 0.05%
19,400
+139