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
$13.2B
AUM Growth
-$601M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
395
New
Increased
Reduced
Closed

Top Buys

1
+$95.6M
2
+$44.6M
3
+$35.7M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$27.8M
5
PFE icon
Pfizer
PFE
+$21.6M

Top Sells

1
+$26M
2
+$23M
3
+$22.5M
4
KLAC icon
KLA
KLAC
+$21.2M
5
LESL icon
Leslie's
LESL
+$20.3M

Sector Composition

1 Technology 22.34%
2 Financials 16.22%
3 Healthcare 13.02%
4 Industrials 11.34%
5 Communication Services 8.34%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$9.79M 0.07%
96,098
-1,084
202
$9.69M 0.07%
421,589
-1,650
203
$9.38M 0.07%
400,000
204
$8.11M 0.06%
+538,260
205
$7.88M 0.06%
157,920
-15,585
206
$6.89M 0.05%
88,215
207
$6.83M 0.05%
351,052
-5,900
208
$6.42M 0.05%
31,529
-803
209
$6.11M 0.05%
299,080
210
$5.83M 0.04%
65,629
-1,455
211
$5.64M 0.04%
31,924
-1,604
212
$5.34M 0.04%
108,131
-97
213
$5.22M 0.04%
31,430
-1,165
214
$5.04M 0.04%
40,663
-1,494
215
$4.89M 0.04%
178,704
+88,100
216
$4.86M 0.04%
23,338
-411
217
$4.82M 0.04%
410,356
218
$4.8M 0.04%
18,692
219
$4.45M 0.03%
7,883
-15
220
$4.09M 0.03%
10,837
-6,161
221
$4M 0.03%
284,796
+29,500
222
$3.85M 0.03%
24,804
+930
223
$3.65M 0.03%
37,690
-967
224
$3.62M 0.03%
218,164
-48,906
225
$3.53M 0.03%
242,669
7 8
9
10 11