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
$4.96B
AUM Growth
+$158M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
454
New
Increased
Reduced
Closed

Top Buys

1 +$51.8M
2 +$47.8M
3 +$42.2M
4
ORCL icon
Oracle
ORCL
+$39.8M
5
SLB icon
SLB Ltd
SLB
+$27.1M

Top Sells

1 +$79.5M
2 +$43.7M
3 +$35.5M
4
HELE icon
Helen of Troy
HELE
+$19.5M
5
ISCA
International Speedway Corp
ISCA
+$17.9M

Sector Composition

1 Financials 17.51%
2 Energy 15.43%
3 Industrials 11.76%
4 Technology 10.45%
5 Consumer Staples 10.05%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
326
$537K 0.01%
1,855
+125
327
$536K 0.01%
+32,000
328
$531K 0.01%
15,389
-10,211
329
$514K 0.01%
14,558
330
$513K 0.01%
34,800
-5,050
331
$508K 0.01%
13,196
-22,093
332
$499K 0.01%
44,100
-5,600
333
$492K 0.01%
19,400
+3,700
334
$488K 0.01%
7,135
335
$480K 0.01%
8,150
+300
336
$479K 0.01%
+40,198
337
$476K 0.01%
7,710
338
$469K 0.01%
25,000
+4,500
339
$465K 0.01%
11,065
-10,180
340
$463K 0.01%
13,800
+600
341
$457K 0.01%
12,743
-3,900
342
$454K 0.01%
18,400
+4,700
343
$452K 0.01%
+35,600
344
$445K 0.01%
14,621
345
$441K 0.01%
7,570
346
$435K 0.01%
6,500
347
$429K 0.01%
6,315
-6,065
348
$423K 0.01%
12,018
349
$420K 0.01%
5,050
-4,650
350
$416K 0.01%
1,955