FWIA

Fort Washington Investment Advisors Portfolio holdings

AUM $18.8B
1-Year Est. Return 21.18%
This Quarter Est. Return
1 Year Est. Return
+21.18%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$4.81B
AUM Growth
-$524M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
501
New
Increased
Reduced
Closed

Top Buys

1 +$78.6M
2 +$38.3M
3 +$35.1M
4
BIIB icon
Biogen
BIIB
+$33.5M
5
IBM icon
IBM
IBM
+$27.2M

Top Sells

1 +$68.7M
2 +$38.3M
3 +$33.2M
4
GS icon
Goldman Sachs
GS
+$29.9M
5
HELE icon
Helen of Troy
HELE
+$28.7M

Sector Composition

1 Financials 17.33%
2 Technology 13.65%
3 Industrials 12.64%
4 Healthcare 12.42%
5 Consumer Staples 9.87%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
251
$1.4M 0.03%
+35,348
252
$1.39M 0.03%
29,047
-138,673
253
$1.35M 0.03%
15,151
+1,180
254
$1.35M 0.03%
17,629
+8,348
255
$1.33M 0.03%
17,979
+2,795
256
$1.29M 0.03%
+30,615
257
$1.29M 0.03%
+12,302
258
$1.28M 0.03%
22,717
-3,800
259
$1.26M 0.03%
36,000
+400
260
$1.26M 0.03%
+38,844
261
$1.24M 0.03%
+18,292
262
$1.2M 0.02%
+42,106
263
$1.19M 0.02%
71,250
-750
264
$1.18M 0.02%
9,660
-300
265
$1.15M 0.02%
+15,874
266
$1.14M 0.02%
44,912
+2,417
267
$1.14M 0.02%
70,453
+3,375
268
$1.13M 0.02%
13,410
-1,500
269
$1.13M 0.02%
+20,055
270
$1.1M 0.02%
25,900
-1,000
271
$1.1M 0.02%
18,437
-6,200
272
$1.09M 0.02%
71,973
-20,900
273
$1.08M 0.02%
10,290
-1,370
274
$1.08M 0.02%
6,865
-200
275
$1.07M 0.02%
8,915
+625