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
$12B
AUM Growth
-$1.07B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
426
New
Increased
Reduced
Closed

Top Buys

1 +$95.5M
2 +$47.7M
3 +$31.8M
4
SWK icon
Stanley Black & Decker
SWK
+$23.4M
5
LCF icon
Touchstone US Large Cap Focused ETF
LCF
+$22.4M

Top Sells

1 +$34.6M
2 +$31.3M
3 +$28.9M
4
MSFT icon
Microsoft
MSFT
+$27.6M
5
GOOG icon
Alphabet (Google) Class C
GOOG
+$26.8M

Sector Composition

1 Technology 20.07%
2 Financials 17.43%
3 Healthcare 13.61%
4 Industrials 12.11%
5 Consumer Discretionary 8.6%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
201
$8.92M 0.07%
240,713
-201,190
202
$8.89M 0.07%
627,695
+81,500
203
$8.87M 0.07%
382,156
-110,004
204
$8.74M 0.07%
81,522
205
$8.72M 0.07%
896,277
+69,530
206
$8.7M 0.07%
+101,150
207
$8.67M 0.07%
402,562
+33,896
208
$8.62M 0.07%
121,420
-6,880
209
$7.8M 0.07%
150,866
-314,368
210
$7.56M 0.06%
35,912
+31,979
211
$7.46M 0.06%
98,100
-2,514
212
$6.51M 0.05%
33,395
-35,854
213
$6.17M 0.05%
101,018
214
$6.03M 0.05%
356,952
215
$5.99M 0.05%
789,756
-85,600
216
$5.94M 0.05%
45,611
-2,888
217
$5.57M 0.05%
15,536
+101
218
$5.15M 0.04%
31,060
-2,305
219
$5.08M 0.04%
19,017
220
$5.07M 0.04%
115,628
221
$4.89M 0.04%
299,080
222
$4.61M 0.04%
212,532
223
$4.49M 0.04%
410,356
224
$4.44M 0.04%
61,757
-5,595
225
$3.88M 0.03%
28,712
+2,012