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
$5.15B
AUM Growth
+$517M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
472
New
Increased
Reduced
Closed

Top Buys

1 +$80.8M
2 +$34.7M
3 +$30.8M
4
SJM icon
J.M. Smucker
SJM
+$22.6M
5
GS icon
Goldman Sachs
GS
+$16.3M

Top Sells

1 +$36.3M
2 +$28.3M
3 +$18M
4
DE icon
Deere & Co
DE
+$16M
5
NOV icon
NOV
NOV
+$13.8M

Sector Composition

1 Energy 18.55%
2 Financials 16.86%
3 Technology 10.38%
4 Industrials 10.24%
5 Healthcare 9.65%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
226
$2.1M 0.04%
7,440
-1,125
227
$2.04M 0.04%
32,760
+4,912
228
$2.02M 0.04%
64,774
+6,874
229
$1.96M 0.04%
57,435
-5,850
230
$1.96M 0.04%
26,813
-2,280
231
$1.96M 0.04%
25,400
+820
232
$1.95M 0.04%
26,800
233
$1.94M 0.04%
16,235
-1,300
234
$1.93M 0.04%
76,950
+4,350
235
$1.88M 0.04%
78,400
+13,300
236
$1.85M 0.04%
59,000
+17,000
237
$1.83M 0.04%
14,787
238
$1.83M 0.04%
18,186
+2,291
239
$1.83M 0.04%
32,700
+2,900
240
$1.73M 0.03%
20,935
+2,055
241
$1.7M 0.03%
17,150
242
$1.68M 0.03%
55,700
+1,800
243
$1.64M 0.03%
9,800
+325
244
$1.6M 0.03%
41,226
+1,160
245
$1.55M 0.03%
18,621
+1,400
246
$1.51M 0.03%
17,661
+765
247
$1.48M 0.03%
12,835
+405
248
$1.47M 0.03%
23,500
+1,000
249
$1.46M 0.03%
30,245
+2,825
250
$1.46M 0.03%
30,464
+15,610