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
$4.81B
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
476
– –
-19,423
477
– –
-5,500
478
– –
-670
479
– –
-28,800
480
– –
-9,900
481
– –
-13,300
482
– –
-938,300
483
– –
-283,700
484
– –
-14,533
485
– –
-10,000
486
– –
-19,200
487
– –
-80,000
488
– –
-11,700
489
– –
-12,000
490
– –
-67,619
491
– –
-94,565
492
– –
-13,295
493
– –
-121,740
494
– –
-9,313
495
– –
-69,359
496
– –
-6,100
497
– –
-10,500
498
– –
-23,135
499
– –
-30,992
500
– –
-9,100
16 17 18 19
20