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
$13.8B
AUM Growth
+$571M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
396
New
Increased
Reduced
Closed

Top Buys

1 +$38.9M
2 +$31.9M
3 +$17.4M
4
PINC icon
Premier
PINC
+$16.4M
5
SWK icon
Stanley Black & Decker
SWK
+$15.2M

Top Sells

1 +$53.6M
2 +$39.8M
3 +$37.4M
4
MSFT icon
Microsoft
MSFT
+$30M
5
WMT icon
Walmart
WMT
+$20.5M

Sector Composition

1 Technology 23.73%
2 Financials 15.62%
3 Healthcare 12.93%
4 Industrials 11.87%
5 Communication Services 8.25%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1
$769M 5.55%
2,257,869
-88,102
2
$638M 4.6%
3,287,620
-17,019
3
$528M 3.81%
4,248,820
4
$315M 2.28%
2,607,166
-72,016
5
$296M 2.14%
868,026
-5,213
6
$293M 2.12%
1,769,941
+9,639
7
$279M 2.01%
2,140,083
-15,576
8
$266M 1.92%
2,236,008
-450,455
9
$261M 1.88%
542,359
-1,317
10
$251M 1.81%
874,844
-7,305
11
$242M 1.75%
2,255,435
-35,893
12
$242M 1.75%
1,018,450
-40,976
13
$230M 1.66%
713,706
-4,324
14
$209M 1.51%
2,376,272
-34,458
15
$208M 1.5%
1,157,597
-1,583
16
$198M 1.43%
1,027,167
-31,274
17
$191M 1.38%
1,950,453
-61,633
18
$184M 1.33%
1,886,994
-2,765
19
$177M 1.28%
2,472,465
+1,417
20
$177M 1.27%
6,152,616
-173,945
21
$172M 1.24%
4,141,476
-165,866
22
$163M 1.18%
536,550
-4,525
23
$151M 1.09%
716,725
-28,183
24
$148M 1.07%
1,523,866
-15,254
25
$147M 1.06%
5,618,113
-689