FWIA

Fort Washington Investment Advisors Portfolio holdings

AUM $18.8B
1-Year Est. Return 21.18%
This Quarter Est. Return
1 Year Est. Return
+21.18%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$16.3B
AUM Growth
-$457M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
409
New
Increased
Reduced
Closed

Top Buys

1 +$43.3M
2 +$38.8M
3 +$28.8M
4
DE icon
Deere & Co
DE
+$27M
5
GOOG icon
Alphabet (Google) Class C
GOOG
+$24.6M

Top Sells

1 +$63.9M
2 +$36.6M
3 +$35.4M
4
LUV icon
Southwest Airlines
LUV
+$31.9M
5
RTX icon
RTX Corp
RTX
+$26.4M

Sector Composition

1 Technology 23.4%
2 Financials 15.5%
3 Industrials 11.5%
4 Healthcare 11.44%
5 Communication Services 9.23%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
201
$12.4M 0.08%
213,330
-34,670
202
$12.3M 0.08%
396,492
-127,399
203
$12.1M 0.07%
126,745
-12,811
204
$12.1M 0.07%
174,619
-77,614
205
$12M 0.07%
392,638
-1,650
206
$11.8M 0.07%
917,040
-3,620
207
$11.2M 0.07%
72,726
-1,534
208
$10.5M 0.06%
420,681
209
$10M 0.06%
750,192
-260,404
210
$9.79M 0.06%
105,525
+80,069
211
$9.33M 0.06%
138,103
+3,751
212
$8.97M 0.06%
330,227
-700,403
213
$8.41M 0.05%
36,331
-430
214
$7.5M 0.05%
61,539
-2,182
215
$7.31M 0.04%
+300,000
216
$6.91M 0.04%
78,680
+1,062
217
$6.45M 0.04%
6,825
-404
218
$6.25M 0.04%
802,727
+200,000
219
$6.23M 0.04%
182,506
-54,009
220
$6.18M 0.04%
332,618
-23,007
221
$5.76M 0.04%
58,053
+21,943
222
$5.49M 0.03%
37,238
-2,550
223
$5.12M 0.03%
25,666
-457
224
$4.83M 0.03%
226,275
-144,221
225
$4.82M 0.03%
15,799