FWIA

Fort Washington Investment Advisors Portfolio holdings

AUM $18.5B
1-Year Est. Return 18.48%
This Quarter Est. Return
1 Year Est. Return
+18.48%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$16.3B
AUM Growth
-$457M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
409
New
Increased
Reduced
Closed

Top Buys

1 +$43.3M
2 +$38.8M
3 +$28.8M
4
DE icon
Deere & Co
DE
+$27M
5
GOOG icon
Alphabet (Google) Class C
GOOG
+$24.6M

Top Sells

1 +$63.9M
2 +$36.6M
3 +$35.4M
4
LUV icon
Southwest Airlines
LUV
+$31.9M
5
RTX icon
RTX Corp
RTX
+$26.4M

Sector Composition

1 Technology 23.4%
2 Financials 15.5%
3 Industrials 11.5%
4 Healthcare 11.44%
5 Communication Services 9.23%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1
$874M 5.37%
4,252,480
-3,000
2
$792M 4.86%
2,108,951
+14,633
3
$628M 3.85%
2,825,561
-164,896
4
$540M 3.31%
936,148
-16,550
5
$415M 2.54%
2,653,344
+157,481
6
$397M 2.44%
2,088,172
-4,304
7
$279M 1.71%
795,257
-9,716
8
$278M 1.7%
530,103
+1,465
9
$273M 1.68%
486,168
+51,207
10
$265M 1.63%
1,671,461
-61,140
11
$251M 1.54%
2,313,126
+399,944
12
$247M 1.52%
1,489,208
-213,366
13
$247M 1.51%
5,909,940
-42,208
14
$241M 1.48%
2,027,511
-9,157
15
$241M 1.48%
2,678,243
-127,166
16
$226M 1.39%
413,235
-38,048
17
$222M 1.36%
1,502,095
-8,753
18
$220M 1.35%
5,616,571
19
$218M 1.34%
1,556,866
-45,205
20
$204M 1.26%
761,947
+419
21
$203M 1.25%
2,598,783
+5,772
22
$193M 1.18%
1,071,818
+850
23
$187M 1.15%
350,969
-119,997
24
$183M 1.12%
798,354
+2,159
25
$173M 1.06%
500,099
-18,175