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
$12.9B
AUM Growth
+$942M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
423
New
Increased
Reduced
Closed

Top Buys

1
+$113M
2
+$41.8M
3
+$18.2M
4
QCOM icon
Qualcomm
QCOM
+$16.3M
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$13M

Top Sells

1
+$58.7M
2
+$49.7M
3
+$47.4M
4
BMY icon
Bristol-Myers Squibb
BMY
+$33.1M
5
GS icon
Goldman Sachs
GS
+$27.9M

Sector Composition

1 Technology 19.92%
2 Financials 17.3%
3 Healthcare 14.46%
4 Industrials 12.41%
5 Consumer Discretionary 7.6%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$566M 4.38%
2,358,333
-35,786
2
$480M 3.72%
4,248,820
-880
3
$429M 3.33%
3,302,623
-59,259
4
$309M 2.4%
1,751,849
-4,280
5
$293M 2.27%
551,935
-20,784
6
$275M 2.13%
889,332
-7,201
7
$253M 1.96%
735,605
-81,248
8
$252M 1.96%
2,287,394
-12,595
9
$250M 1.94%
2,822,915
-36,659
10
$229M 1.77%
2,795,836
+9,996
11
$225M 1.75%
1,083,792
-9,940
12
$216M 1.67%
2,136,579
-142,842
13
$209M 1.62%
6,299,675
-16,245
14
$196M 1.52%
1,938,184
-45,359
15
$196M 1.52%
1,183,770
-509
16
$182M 1.41%
2,337,084
+1,453,349
17
$182M 1.41%
2,646,236
-7,104
18
$181M 1.4%
2,155,499
-34,925
19
$175M 1.36%
1,056,047
+11,029
20
$170M 1.31%
5,168,672
-842
21
$159M 1.24%
1,557,377
22
$152M 1.18%
4,353,517
+41,848
23
$148M 1.15%
2,058,307
-459,652
24
$148M 1.15%
1,050,290
-10,271
25
$134M 1.04%
1,351,410
-59,305
1
2 3 4 5