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
$4.96B
AUM Growth
+$149M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
465
New
Increased
Reduced
Closed

Top Buys

1
+$61.2M
2
+$41M
3
+$39.7M
4
NVS icon
Novartis
NVS
+$17M
5
CSX icon
CSX Corp
CSX
+$15.3M

Top Sells

1
+$104M
2
+$57.7M
3
+$25.5M
4
XLNX
Xilinx Inc
XLNX
+$22M
5
WFC icon
Wells Fargo
WFC
+$21.5M

Sector Composition

1 Financials 15.23%
2 Technology 13.93%
3 Industrials 13.49%
4 Healthcare 12.64%
5 Consumer Staples 10.28%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$182M 3.68%
7,330,903
2
$170M 3.42%
4,120,751
+25,849
3
$161M 3.24%
3,584,483
+81,071
4
$148M 2.98%
6,488,512
5
$145M 2.92%
971,368
+13,237
6
$127M 2.55%
3,749,980
+59,300
7
$112M 2.25%
2,486,007
-263,315
8
$110M 2.22%
1,862,619
-1,015
9
$109M 2.2%
4,154,324
+73,524
10
$108M 2.18%
1,403,714
+221,048
11
$107M 2.17%
596,344
-11,007
12
$104M 2.1%
2,538,594
+54,771
13
$103M 2.07%
2,709,500
-1,521,240
14
$100M 2.02%
1,843,819
+43,330
15
$96.6M 1.95%
5,742,415
-526,326
16
$96M 1.93%
1,730,109
+34,117
17
$92.6M 1.87%
700,929
+68,852
18
$85.5M 1.72%
3,146,229
+67,036
19
$85M 1.71%
1,071,006
-12,062
20
$82.7M 1.67%
2,265,053
+125,060
21
$81.6M 1.65%
2,269,034
+60,066
22
$74.7M 1.51%
727,617
+3,327
23
$69.6M 1.4%
564,160
+12,866
24
$65M 1.31%
728,030
+16,779
25
$62.5M 1.26%
1,459,020
+30,699
1
2 3 4 5