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
$16.5B
AUM Growth
+$878M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
531
New
Increased
Reduced
Closed

Top Buys

1
+$129M
2
+$56.7M
3
+$48.7M
4
BMY icon
Bristol-Myers Squibb
BMY
+$45.3M
5
SYY icon
Sysco
SYY
+$22.9M

Top Sells

1
+$81.6M
2
+$66.4M
3
+$60.1M
4
JLL icon
Jones Lang LaSalle
JLL
+$51M
5
MSFT icon
Microsoft
MSFT
+$49.3M

Sector Composition

1 Technology 22.12%
2 Financials 15.67%
3 Healthcare 12.12%
4 Industrials 11.7%
5 Communication Services 10.95%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$12M 0.07%
+179,794
202
$11.9M 0.07%
+130,318
203
$11.8M 0.07%
703,882
+202,590
204
$11.7M 0.07%
68,865
-2,320
205
$11.7M 0.07%
268,636
-689
206
$11.6M 0.07%
295,550
+29,344
207
$11.5M 0.07%
74,874
-5,740
208
$11.4M 0.07%
79,859
+7,480
209
$10.2M 0.06%
8,246
+563
210
$9.88M 0.06%
196,293
+21,780
211
$9.5M 0.06%
50,312
-500
212
$9.04M 0.05%
442,868
213
$9.02M 0.05%
103,164
-5,159
214
$8.79M 0.05%
101,018
215
$7.44M 0.05%
351,052
216
$7.42M 0.04%
15,561
-36
217
$7.24M 0.04%
92,013
+6,315
218
$7.18M 0.04%
377,475
+129,160
219
$7.1M 0.04%
50,472
+639
220
$7M 0.04%
299,080
221
$6.61M 0.04%
160,303
-900
222
$6.25M 0.04%
116,128
-300
223
$6.2M 0.04%
36,104
-467
224
$5.8M 0.04%
27,823
225
$5.54M 0.03%
410,356
7 8
9
10 11