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
351
$597K 0.01%
5,600
352
$594K 0.01%
7,142
353
$593K 0.01%
13,100
-1,500
354
$583K 0.01%
6,300
+500
355
$545K 0.01%
7,521
-565
356
$535K 0.01%
5,805
357
$520K 0.01%
11,045
+320
358
$516K 0.01%
+9,360
359
$513K 0.01%
+11,410
360
$512K 0.01%
6,900
+150
361
$507K 0.01%
14,050
-2,400
362
$506K 0.01%
5,875
-2,472
363
$499K 0.01%
10,640
-1,780
364
$498K 0.01%
17,400
+100
365
$486K 0.01%
+12,070
366
$483K 0.01%
8,584
-650
367
$473K 0.01%
5,230
+275
368
$472K 0.01%
11,609
-347
369
$471K 0.01%
5,640
370
$468K 0.01%
1,915
371
$461K 0.01%
14,460
372
$459K 0.01%
12,795
-400
373
$449K 0.01%
5,794
+1,438
374
$440K 0.01%
6,700
-1,806
375
$412K 0.01%
8,745