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
301
$843K 0.02%
8,029
302
$837K 0.02%
+13,713
303
$834K 0.02%
12,095
-400
304
$808K 0.02%
+4,400
305
$798K 0.02%
38,900
-17,700
306
$788K 0.02%
9,477
+900
307
$787K 0.02%
14,462
+9,603
308
$770K 0.02%
42,653
-13,274
309
$770K 0.02%
18,030
-7,986
310
$760K 0.02%
18,494
-300
311
$752K 0.02%
17,024
-2,923
312
$751K 0.02%
+31,041
313
$746K 0.02%
18,575
-1,225
314
$738K 0.02%
12,671
-3,039
315
$733K 0.02%
+13,806
316
$728K 0.02%
50,250
-16,600
317
$725K 0.02%
+10,604
318
$722K 0.02%
+24,160
319
$721K 0.02%
+12,741
320
$721K 0.02%
20,143
-2,112
321
$714K 0.01%
19,936
-71
322
$712K 0.01%
6,495
323
$710K 0.01%
+15,965
324
$672K 0.01%
10,974
+67
325
$662K 0.01%
23,084
-9,925
11 12
13
14 15