FWIA

Fort Washington Investment Advisors Portfolio holdings

AUM $17.4B
1-Year Est. Return 21.08%
This Quarter Est. Return
1 Year Est. Return
+21.08%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$4.8B
AUM Growth
-$350M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
464
New
Increased
Reduced
Closed

Top Buys

1
+$54.8M
2
+$28.5M
3
+$22.1M
4
GE icon
GE Aerospace
GE
+$16.7M
5
AGCO icon
AGCO
AGCO
+$15.4M

Top Sells

1
+$44.6M
2
+$23M
3
+$19.6M
4
C icon
Citigroup
C
+$19.6M
5
MSFT icon
Microsoft
MSFT
+$18.9M

Sector Composition

1 Energy 18.13%
2 Financials 16.49%
3 Industrials 11.1%
4 Technology 10.07%
5 Consumer Staples 9.98%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$191M 3.99%
4,577,499
-24,844
2
$131M 2.72%
7,330,603
3
$130M 2.72%
3,368,596
+12,617
4
$124M 2.58%
7,276,271
-880,080
5
$121M 2.53%
660,810
-88,673
6
$114M 2.38%
6,486,112
7
$113M 2.36%
3,305,801
-38,286
8
$109M 2.26%
1,295,824
+110,229
9
$108M 2.25%
1,609,578
+814,273
10
$106M 2.21%
3,654,165
-425,906
11
$99.3M 2.07%
2,617,105
+18,456
12
$96.9M 2.02%
2,330,286
+23,041
13
$89.7M 1.87%
1,907,261
-1,650
14
$87.9M 1.83%
3,491,784
+43,680
15
$77.9M 1.62%
984,090
-5,050
16
$74.9M 1.56%
586,935
+12,264
17
$71.7M 1.49%
2,849,653
-501,599
18
$71.3M 1.48%
1,568,646
+339,498
19
$71.2M 1.48%
1,773,111
-375,822
20
$62.7M 1.31%
704,721
-81,040
21
$59.1M 1.23%
4,012,856
+66,773
22
$57.5M 1.2%
755,767
+8,176
23
$56.4M 1.18%
471,852
-192,458
24
$53.8M 1.12%
787,215
+165,736
25
$51.5M 1.07%
1,477,819
-10,755
1
2 3 4 5