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
$4.81B
AUM Growth
-$524M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
501
New
Increased
Reduced
Closed

Top Buys

1 +$78.6M
2 +$38.3M
3 +$35.1M
4
BIIB icon
Biogen
BIIB
+$33.5M
5
IBM icon
IBM
IBM
+$27.2M

Top Sells

1 +$68.7M
2 +$38.3M
3 +$33.2M
4
GS icon
Goldman Sachs
GS
+$29.9M
5
HELE icon
Helen of Troy
HELE
+$28.7M

Sector Composition

1 Financials 17.33%
2 Technology 13.65%
3 Industrials 12.64%
4 Healthcare 12.42%
5 Consumer Staples 9.87%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
401
$322K 0.01%
65,675
+10,500
402
$320K 0.01%
+26,000
403
$319K 0.01%
5,112
-134,704
404
$319K 0.01%
+19,726
405
$314K 0.01%
5,828
-700
406
$310K 0.01%
+8,000
407
$310K 0.01%
13,675
+5,200
408
$307K 0.01%
5,550
-3,100
409
$301K 0.01%
10,993
-1,750
410
$301K 0.01%
8,500
+1,200
411
$293K 0.01%
5,125
-150
412
$290K 0.01%
3,680
-100
413
$288K 0.01%
3,650
+1,150
414
$274K 0.01%
13,360
-840
415
$273K 0.01%
6,500
416
$272K 0.01%
17,792
-23,600
417
$271K 0.01%
11,200
418
$269K 0.01%
5,240
-2,550
419
$269K 0.01%
7,845
-10
420
$267K 0.01%
18,318
421
$265K 0.01%
27,566
-75,050
422
$263K 0.01%
6,166
-66
423
$257K 0.01%
+2,050
424
$253K 0.01%
2,803
+211
425
$252K 0.01%
+3,260