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
301
$1.42M 0.03%
35,242
-130,043
302
$1.41M 0.03%
29,321
-2,815
303
$1.34M 0.03%
31,745
+1,450
304
$1.33M 0.03%
28,540
+1,489
305
$1.3M 0.03%
52,778
-762
306
$1.3M 0.03%
20,630
-2,900
307
$1.29M 0.03%
59,054
-270,622
308
$1.28M 0.03%
24,773
-767
309
$1.28M 0.03%
+56,955
310
$1.27M 0.03%
18,231
+630
311
$1.25M 0.03%
9,050
-625
312
$1.25M 0.03%
+221,415
313
$1.23M 0.03%
10,257
-100
314
$1.21M 0.03%
33,206
+22,200
315
$1.2M 0.03%
19,220
+400
316
$1.18M 0.03%
18,485
-2,700
317
$1.16M 0.03%
+31,100
318
$1.16M 0.03%
11,690
-50
319
$1.13M 0.03%
+18,800
320
$1.12M 0.03%
15,895
-75,905
321
$1.08M 0.03%
24,750
-3,600
322
$1.07M 0.03%
+13,390
323
$1.02M 0.02%
16,395
-1,182
324
$1.01M 0.02%
+18,284
325
$1M 0.02%
+114,357
11 12
13
14 15