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
401
$297K 0.01%
3,385
-103,534
402
$297K 0.01%
6,700
-2,487
403
$288K 0.01%
4,600
+600
404
$277K 0.01%
+2,096
405
$272K 0.01%
+7,956
406
$265K 0.01%
10,338
407
$264K 0.01%
6,700
-500
408
$254K ﹤0.01%
+4,430
409
$249K ﹤0.01%
+15,034
410
$240K ﹤0.01%
6,600
411
$237K ﹤0.01%
5,100
412
$233K ﹤0.01%
16,702
413
$231K ﹤0.01%
6,200
-9,200
414
$228K ﹤0.01%
16,276
415
$225K ﹤0.01%
9,050
-1,600
416
$223K ﹤0.01%
1,000
417
$219K ﹤0.01%
5,285
418
$217K ﹤0.01%
+3,460
419
$216K ﹤0.01%
+2,192
420
$210K ﹤0.01%
+2,207
421
$209K ﹤0.01%
9,300
+100
422
$208K ﹤0.01%
+2,350
423
$203K ﹤0.01%
800
424
$200K ﹤0.01%
+2,592
425
$128K ﹤0.01%
+97,211