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
26
$52.6M 1.02%
742,046
+222,951
27
$50M 0.97%
1,128,609
+122,572
28
$49.7M 0.96%
1,461,251
+284,305
29
$49.1M 0.95%
686,558
+6,700
30
$48.7M 0.95%
686,370
+71,314
31
$46M 0.89%
1,488,574
+10,941
32
$45.8M 0.89%
621,479
+471,179
33
$44.2M 0.86%
795,305
+112,311
34
$42.9M 0.83%
1,661,860
35
$41.5M 0.8%
317,608
+297
36
$41.4M 0.8%
299,252
37
$39.6M 0.77%
343,981
-28,955
38
$39.1M 0.76%
644,428
+130,380
39
$39M 0.76%
648,898
+10,200
40
$36M 0.7%
730,774
+90,354
41
$35.8M 0.7%
441,512
-9,625
42
$35.3M 0.68%
280,235
+7,318
43
$35.2M 0.68%
1,483,962
+480,868
44
$34.8M 0.68%
753,002
+105,014
45
$33.2M 0.65%
849,124
-25,200
46
$32.9M 0.64%
391,038
47
$32.2M 0.62%
268,899
+61,797
48
$30.3M 0.59%
259,882
+76
49
$27.3M 0.53%
270,953
-10,588
50
$27M 0.52%
482,670
+2,000
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