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
$16.7B
AUM Growth
+$296M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
418
New
Increased
Reduced
Closed

Top Buys

1
+$68.6M
2
+$51.6M
3
+$35.9M
4
LIN icon
Linde
LIN
+$33.5M
5
SMMD icon
iShares Russell 2500 ETF
SMMD
+$29.1M

Top Sells

1
+$46.2M
2
+$40.4M
3
+$36.5M
4
RTX icon
RTX Corp
RTX
+$27.3M
5
ETR icon
Entergy
ETR
+$21.9M

Sector Composition

1 Technology 24.92%
2 Financials 15.49%
3 Industrials 11.14%
4 Healthcare 10.56%
5 Communication Services 9.64%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$14.1M 0.08%
152,599
-61,060
202
$14.1M 0.08%
74,260
-2,246
203
$13.7M 0.08%
367,769
-190,484
204
$13.5M 0.08%
29,830
-13,070
205
$13.5M 0.08%
89,092
-35,520
206
$13.2M 0.08%
248,000
-159,820
207
$10.7M 0.06%
420,681
+100
208
$10.2M 0.06%
+280,000
209
$9.52M 0.06%
134,352
210
$7.9M 0.05%
36,761
-3,830
211
$7.7M 0.05%
63,721
-2,360
212
$7.42M 0.04%
236,515
+18,400
213
$7.01M 0.04%
77,618
+5,057
214
$6.97M 0.04%
355,625
-20,556
215
$6.81M 0.04%
370,496
+198,000
216
$6.62M 0.04%
7,229
-155
217
$5.77M 0.03%
26,123
-585
218
$5.2M 0.03%
15,799
-4
219
$4.95M 0.03%
39,788
-1,850
220
$4.65M 0.03%
602,727
221
$4.29M 0.03%
16,243
-479
222
$4.27M 0.03%
10,079
+1,611
223
$4.05M 0.02%
24,156
+6,514
224
$4.04M 0.02%
35,736
-601
225
$4M 0.02%
3,774
-126
7 8
9
10 11