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
26
$42.2M 1.01%
1,012,255
-134,658
27
$39.4M 0.95%
1,140,329
+1,900
28
$38.5M 0.93%
521,576
+226
29
$35.6M 0.86%
1,661,860
-1,695,192
30
$35.3M 0.85%
1,541,569
-20,823
31
$34.5M 0.83%
394,107
-4,582
32
$34.5M 0.83%
431,740
+25,994
33
$34.5M 0.83%
501,672
+5,215
34
$33.2M 0.8%
689,557
-97
35
$32.1M 0.77%
564,784
+61,668
36
$31.6M 0.76%
275,731
+5,204
37
$31.6M 0.76%
178,232
+8,144
38
$29.6M 0.71%
561,198
+62,000
39
$29M 0.7%
635,064
+233
40
$28.9M 0.69%
300,053
-18,973
41
$25M 0.6%
668,942
+106,739
42
$24.9M 0.6%
772,616
+477
43
$24.3M 0.58%
200,219
-953
44
$24.2M 0.58%
297,725
+131,750
45
$24.2M 0.58%
401,039
+297,197
46
$23.4M 0.56%
+198,925
47
$22.9M 0.55%
751,124
+92,400
48
$22.9M 0.55%
274,192
-465
49
$22.8M 0.55%
84,262
+15,487
50
$22.7M 0.55%
453,670
+19,000