FWIA
Fort Washington Investment Advisors Portfolio holdings
AUM
$17.4B
1-Year Return
21.08%
This Quarter Return
+2.93%
1 Year Return
+21.08%
3 Year Return
+76.8%
5 Year Return
+160.26%
10 Year Return
+336.48%
AUM
$4.96B
AUM Growth
+$158M
(+3.3%)
Cap. Flow
+$60.7M
Cap. Flow
% of AUM
1.22%
Top 10 Holdings %
Top 10 Hldgs %
27.45%
Holding
454
New
28
Increased
182
Reduced
134
Closed
30
Top Buys
| 1 |
Novartis
NVS
|
+$51.8M |
| 2 |
GE Aerospace
GE
|
+$47.8M |
| 3 |
Amazon
AMZN
|
+$42.2M |
| 4 |
Oracle
ORCL
|
+$39.8M |
| 5 |
Schlumberger
SLB
|
+$27.1M |
Top Sells
| 1 |
Royal Caribbean
RCL
|
+$79.5M |
| 2 |
Elevance Health
ELV
|
+$43.7M |
| 3 |
ESL
Esterline Technologies
ESL
|
+$35.5M |
| 4 |
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% |
