FWIA

Fort Washington Investment Advisors Portfolio holdings

AUM $17.4B
1-Year Est. Return 21.08%
This Quarter Est. Return
1 Year Est. Return
+21.08%
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
451
– –
-753,166
452
– –
-26,245
453
– –
-1,534,840
454
– –
-16,500
455
– –
-411,166
456
– –
-99,392
457
– –
-2,195
458
– –
-50,000
459
– –
-310,734
460
– –
-13,000
461
– –
-80,040
462
– –
-63,923
463
– –
-482,580
464
– –
-2,500
465
– –
-320,770
466
– –
-128,376
467
– –
-6,670
468
– –
-15,804
15 16 17 18
19