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
$4.16B
AUM Growth
-$187M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
468
New
Increased
Reduced
Closed

Top Buys

1 +$50.2M
2 +$47.1M
3 +$23.4M
4
HELE icon
Helen of Troy
HELE
+$22.2M
5
CTAS icon
Cintas
CTAS
+$21M

Top Sells

1 +$44.1M
2 +$39.8M
3 +$36.3M
4
OSK icon
Oshkosh
OSK
+$30.6M
5
RCL icon
Royal Caribbean
RCL
+$25.1M

Sector Composition

1 Financials 17.86%
2 Energy 15.67%
3 Technology 11.96%
4 Healthcare 11.4%
5 Industrials 11.29%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
251
$2.29M 0.06%
4,245
-2,548
252
$2.28M 0.05%
103,200
+16,200
253
$2.27M 0.05%
73,338
+2,120
254
$2.27M 0.05%
113,144
-16
255
$2.22M 0.05%
61,000
-1,734
256
$2.2M 0.05%
+37,804
257
$2.19M 0.05%
19,258
-25
258
$2.17M 0.05%
56,290
+44,000
259
$2.15M 0.05%
84,287
+2,361
260
$2.15M 0.05%
104,586
-456,142
261
$2.12M 0.05%
33,840
262
$2.03M 0.05%
81,730
-168,289
263
$2.02M 0.05%
20,504
-1,525
264
$2.01M 0.05%
38,000
-9,000
265
$2.01M 0.05%
+18,866
266
$2.01M 0.05%
73,814
-5,610
267
$2M 0.05%
26,531
-627
268
$2M 0.05%
100,922
-121,693
269
$1.98M 0.05%
54,717
+12,950
270
$1.97M 0.05%
128,739
-333,633
271
$1.97M 0.05%
21,784
-124,785
272
$1.96M 0.05%
79,500
-5,943
273
$1.93M 0.05%
95,904
-170,010
274
$1.92M 0.05%
41,494
-10,288
275
$1.82M 0.04%
+83,495