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
$15.7B
AUM Growth
-$776M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
538
New
Increased
Reduced
Closed

Top Buys

1
+$75.8M
2
+$64M
3
+$24.5M
4
ABNB icon
Airbnb
ABNB
+$22.6M
5
BAC icon
Bank of America
BAC
+$21.9M

Top Sells

1
+$68.8M
2
+$48.4M
3
+$45.8M
4
PH icon
Parker-Hannifin
PH
+$43.2M
5
LMT icon
Lockheed Martin
LMT
+$36.2M

Sector Composition

1 Technology 21.31%
2 Financials 16.58%
3 Healthcare 12.84%
4 Industrials 11.37%
5 Communication Services 9.57%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$11.4M 0.07%
207,700
+55,630
202
$11.2M 0.07%
663,857
+80,770
203
$9.86M 0.06%
783,222
+79,340
204
$9.68M 0.06%
385,528
+37,840
205
$9.2M 0.06%
+240,710
206
$9.04M 0.06%
103,064
-100
207
$8.94M 0.06%
443,405
+65,930
208
$8.36M 0.05%
50,474
+162
209
$8.2M 0.05%
707,101
+3,660
210
$7.59M 0.05%
101,018
211
$7.48M 0.05%
356,952
+5,900
212
$7.03M 0.04%
15,503
-58
213
$6.97M 0.04%
299,080
214
$6.49M 0.04%
159,803
-500
215
$5.87M 0.04%
410,356
216
$5.45M 0.03%
64,692
-80
217
$5.31M 0.03%
205,585
-12,000
218
$5.27M 0.03%
115,728
-400
219
$5.02M 0.03%
23,421
+475
220
$4.98M 0.03%
46,169
+380
221
$4.98M 0.03%
18,617
+1,797
222
$4.83M 0.03%
24,813
-3,010
223
$4.82M 0.03%
430,489
+52,250
224
$4.76M 0.03%
242,669
225
$4.62M 0.03%
212,532
7 8
9
10 11