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
376
$324K 0.01%
19,507
-1,008
377
$324K 0.01%
6,139
-600
378
$324K 0.01%
7,000
379
$321K 0.01%
+5,200
380
$320K 0.01%
4,250
-430
381
$316K 0.01%
+17,200
382
$315K 0.01%
13,775
-2,025
383
$312K 0.01%
8,400
384
$312K 0.01%
3,780
385
$309K 0.01%
15,500
386
$309K 0.01%
8,095
387
$304K 0.01%
11,265
388
$304K 0.01%
18,700
+5,000
389
$297K 0.01%
6,700
390
$295K 0.01%
+7,847
391
$284K 0.01%
10,548
392
$278K 0.01%
5,422
393
$278K 0.01%
+10,100
394
$276K 0.01%
+5,000
395
$272K 0.01%
5,100
396
$264K 0.01%
11,249
-1,651
397
$262K 0.01%
94,565
398
$261K 0.01%
6,700
399
$258K 0.01%
8,452
400
$258K 0.01%
6,200
-4,165