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
326
$985K 0.02%
+9,062
327
$947K 0.02%
21,855
+11,400
328
$835K 0.02%
35,400
-8,600
329
$833K 0.02%
104,500
-8,500
330
$813K 0.02%
95,550
-1,500
331
$796K 0.02%
12,310
-500
332
$789K 0.02%
40,050
+950
333
$770K 0.02%
10,385
-3,690
334
$747K 0.02%
12,604
-120
335
$745K 0.02%
11,510
-2,050
336
$745K 0.02%
32,300
337
$744K 0.02%
5,400
+2,100
338
$734K 0.02%
17,150
-150
339
$716K 0.02%
19,544
-475
340
$713K 0.02%
27,100
-800
341
$710K 0.02%
6,495
+100
342
$706K 0.02%
15,000
343
$704K 0.02%
20,571
+2,564
344
$696K 0.02%
+6,495
345
$681K 0.02%
21,562
-1,000
346
$655K 0.02%
6,475
347
$652K 0.02%
6,965
348
$636K 0.02%
+7,510
349
$626K 0.02%
3,700
-500
350
$598K 0.01%
11,387
-4,884
12 13
14
15 16