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
326
$575K 0.01%
17,750
+7,550
327
$559K 0.01%
9,900
-250
328
$553K 0.01%
16,700
-200
329
$553K 0.01%
14,558
+1,619
330
$551K 0.01%
4,850
+1,550
331
$550K 0.01%
+19,809
332
$544K 0.01%
10,400
+2,000
333
$542K 0.01%
9,043
-1,280
334
$541K 0.01%
9,716
-104
335
$539K 0.01%
+4,580
336
$535K 0.01%
6,500
-200
337
$534K 0.01%
18,645
-675
338
$522K 0.01%
+20,100
339
$518K 0.01%
20,400
-1,200
340
$513K 0.01%
10,730
341
$513K 0.01%
4,700
-400
342
$512K 0.01%
7,710
-200
343
$511K 0.01%
35,565
-1,258
344
$504K 0.01%
7,991
+510
345
$501K 0.01%
6,180
346
$494K 0.01%
+10,530
347
$493K 0.01%
6,000
-600
348
$487K 0.01%
8,406
349
$486K 0.01%
69,000
+6,500
350
$475K 0.01%
20
12 13
14
15 16