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
$12B
AUM Growth
-$1.07B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
426
New
Increased
Reduced
Closed

Top Buys

1
+$95.5M
2
+$47.7M
3
+$31.8M
4
SWK icon
Stanley Black & Decker
SWK
+$23.4M
5
LCF icon
Touchstone US Large Cap Focused ETF
LCF
+$22.4M

Top Sells

1
+$34.6M
2
+$31.3M
3
+$28.9M
4
MSFT icon
Microsoft
MSFT
+$27.6M
5
GOOG icon
Alphabet (Google) Class C
GOOG
+$26.8M

Sector Composition

1 Technology 20.07%
2 Financials 17.43%
3 Healthcare 13.61%
4 Industrials 12.11%
5 Consumer Discretionary 8.6%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$558M 4.66%
2,394,119
-118,688
2
$465M 3.88%
3,361,882
-208,845
3
$412M 3.45%
4,249,700
4
$289M 2.42%
572,719
-46,713
5
$287M 2.4%
1,756,129
-79,509
6
$275M 2.3%
2,859,574
-279,146
7
$248M 2.07%
2,190,424
-144,242
8
$239M 2%
896,533
+3,438
9
$239M 2%
816,853
-64,649
10
$201M 1.68%
2,299,989
-25,465
11
$194M 1.62%
1,093,732
-49,312
12
$191M 1.59%
6,315,920
+42,407
13
$187M 1.56%
2,279,421
-37,633
14
$183M 1.53%
1,184,279
-67,678
15
$179M 1.5%
2,517,959
-440,343
16
$170M 1.42%
2,785,840
-121,197
17
$165M 1.38%
5,169,514
+294,350
18
$165M 1.38%
1,983,543
+21,008
19
$146M 1.22%
656,126
-61,395
20
$141M 1.18%
1,045,018
-50,806
21
$139M 1.17%
1,557,377
+200
22
$138M 1.15%
1,016,603
-86,643
23
$134M 1.12%
2,653,340
-71,063
24
$126M 1.06%
4,311,669
-158,311
25
$126M 1.05%
1,060,561
-90,273
1
2 3 4 5