FWIA

Fort Washington Investment Advisors Portfolio holdings

AUM $18.8B
1-Year Est. Return 21.18%
This Quarter Est. Return
1 Year Est. Return
+21.18%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$4.96B
AUM Growth
+$158M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
454
New
Increased
Reduced
Closed

Top Buys

1
+$51.8M
2
+$47.8M
3
+$42.2M
4
ORCL icon
Oracle
ORCL
+$39.8M
5
SLB icon
SLB Ltd
SLB
+$27.1M

Top Sells

1
+$79.5M
2
+$43.7M
3
+$35.5M
4
HELE icon
Helen of Troy
HELE
+$19.5M
5
ISCA
International Speedway Corp
ISCA
+$17.9M

Sector Composition

1 Financials 17.51%
2 Energy 15.43%
3 Industrials 11.76%
4 Technology 10.45%
5 Consumer Staples 10.05%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$54.8M 1.1%
836,113
+80,346
27
$54.3M 1.09%
1,495,819
+18,000
28
$53.2M 1.07%
645,216
-964,362
29
$52.9M 1.07%
1,228,525
+78,532
30
$51.6M 1.04%
842,727
+55,512
31
$48.5M 0.98%
3,122,600
+2,721,060
32
$47.9M 0.97%
474,828
+37,020
33
$42.6M 0.86%
695,601
-53,593
34
$42.5M 0.86%
298,272
35
$41.9M 0.85%
901,306
+51,426
36
$39.9M 0.8%
1,377,499
-128,813
37
$39.6M 0.8%
842,798
+16,667
38
$38.7M 0.78%
320,890
+28,071
39
$37.4M 0.75%
437,591
+317,760
40
$36.3M 0.73%
323,376
+8,777
41
$33.9M 0.68%
1,661,860
42
$33.5M 0.67%
652,098
+2,800
43
$31.6M 0.64%
882,476
+92,045
44
$31.2M 0.63%
794,315
+73,634
45
$30.8M 0.62%
851,424
+9,300
46
$30.2M 0.61%
396,763
+32,442
47
$30.2M 0.61%
448,966
+4,500
48
$27.5M 0.55%
705,006
+167,641
49
$26.5M 0.53%
1,399,387
50
$26.3M 0.53%
404,083
-299,157
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