FWIA
Fort Washington Investment Advisors Portfolio holdings
AUM
$17.4B
1-Year Return
21.08%
This Quarter Return
+1.9%
1 Year Return
+21.08%
3 Year Return
+76.8%
5 Year Return
+160.26%
10 Year Return
+336.48%
AUM
$5.34B
AUM Growth
+$316M
(+6.3%)
Cap. Flow
+$250M
Cap. Flow
% of AUM
4.69%
Top 10 Holdings %
Top 10 Hldgs %
29.07%
Holding
447
New
25
Increased
157
Reduced
166
Closed
23
Top Buys
| 1 |
TFCFA
Twenty-First Century Fox, Inc. Class A
TFCFA
|
$48.3M |
| 2 |
Bank of New York Mellon
BK
|
$18.6M |
| 3 |
Bank of America
BAC
|
$17.2M |
| 4 |
Goldman Sachs
GS
|
$15.7M |
| 5 |
Mondelez International
MDLZ
|
$15.6M |
Top Sells
| 1 |
ORAN
Orange
ORAN
|
$30.8M |
| 2 |
Plains All American Pipeline
PAA
|
$14.7M |
| 3 |
Helen of Troy
HELE
|
$10.6M |
| 4 |
ALTR
ALTERA CORP
ALTR
|
$10.1M |
| 5 |
NGLS
TARGA RESOURCES PARTNERS LP COM UTS REPTG LTD PARTERSHIP INT
NGLS
|
$9.85M |
Sector Composition
| 1 | Financials | 17.15% |
| 2 | Industrials | 13.52% |
| 3 | Energy | 13.16% |
| 4 | Technology | 10.95% |
| 5 | Healthcare | 10.37% |
