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
301
$742K 0.01%
7,960
+1,060
302
$725K 0.01%
85,700
+3,000
303
$716K 0.01%
23,000
+200
304
$711K 0.01%
6,495
305
$708K 0.01%
17,275
+5,223
306
$707K 0.01%
4,845
+1,600
307
$705K 0.01%
7,921
308
$705K 0.01%
+18,200
309
$696K 0.01%
39,650
+12,150
310
$695K 0.01%
+12,518
311
$691K 0.01%
6,425
+550
312
$684K 0.01%
10,700
-300
313
$675K 0.01%
106
314
$675K 0.01%
17,800
-2,800
315
$655K 0.01%
10,535
+2,300
316
$654K 0.01%
11,520
+45
317
$653K 0.01%
9,812
-724
318
$648K 0.01%
+23,000
319
$638K 0.01%
12,410
+600
320
$609K 0.01%
12,930
+322
321
$608K 0.01%
7,135
322
$605K 0.01%
5,975
-100
323
$602K 0.01%
2,681
-251
324
$600K 0.01%
+17,000
325
$593K 0.01%
5,640
11 12
13
14 15