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
$9.45B
AUM Growth
+$35.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
516
New
Increased
Reduced
Closed

Top Buys

1
+$34M
2
+$23.3M
3
+$15.3M
4
VO icon
Vanguard Mid-Cap ETF
VO
+$15M
5
MDRX
Veradigm Inc. Common Stock
MDRX
+$10.9M

Top Sells

1
+$123M
2
+$105M
3
+$81.5M
4
DE icon
Deere & Co
DE
+$66.6M
5
MSFT icon
Microsoft
MSFT
+$51.4M

Sector Composition

1 Technology 21.23%
2 Financials 13.45%
3 Industrials 13.25%
4 Communication Services 12.2%
5 Consumer Discretionary 11.95%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$436M 4.61%
1,959,935
-231,228
2
$417M 4.41%
3,139,343
-927,782
3
$376M 3.98%
4,249,700
4
$313M 3.32%
3,578,040
-529,540
5
$299M 3.17%
1,838,880
-257,400
6
$294M 3.11%
1,074,696
-151,101
7
$220M 2.33%
949,551
-351,511
8
$202M 2.14%
1,283,068
-154,473
9
$200M 2.12%
760,050
-88,908
10
$162M 1.71%
3,084,276
-571,656
11
$155M 1.64%
441,695
-50,027
12
$150M 1.59%
912,628
-81,158
13
$143M 1.51%
642,195
-115,188
14
$137M 1.45%
1,568,417
-1,240
15
$137M 1.45%
1,911,950
-176,119
16
$129M 1.36%
783,759
-140,789
17
$125M 1.32%
688,200
-159,118
18
$124M 1.31%
835,667
-167,561
19
$119M 1.26%
1,112,347
-163,809
20
$118M 1.25%
1,905,262
-145,873
21
$118M 1.25%
438,071
-247,483
22
$110M 1.16%
1,695,123
-217,364
23
$105M 1.12%
778,860
-112,302
24
$105M 1.11%
2,266,282
-374,068
25
$98.8M 1.05%
630,251
-89,242
1
2 3 4 5