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
51
$22.5M 0.54%
496,126
+2,543
52
$22.4M 0.54%
443,100
-200
53
$22.2M 0.53%
+502,508
54
$21.8M 0.52%
253,267
-287,409
55
$21.6M 0.52%
321,392
-7,506
56
$21.3M 0.51%
754,047
+24,452
57
$21.1M 0.51%
243,101
-11,249
58
$20.9M 0.5%
606,954
+2,323
59
$20.5M 0.49%
364,038
+34,500
60
$19.6M 0.47%
378,305
61
$19.6M 0.47%
1,398,675
+1,860
62
$19.2M 0.46%
1,280,754
-15,250
63
$19M 0.46%
1,149,056
64
$18.7M 0.45%
993,390
+2,699
65
$18.3M 0.44%
237,795
-2,100
66
$17M 0.41%
466,945
+48,900
67
$16.7M 0.4%
641,740
+597,279
68
$16.4M 0.39%
1,719,628
+410,195
69
$16.1M 0.39%
312,294
+197,385
70
$16M 0.39%
276,700
+18,900
71
$15.4M 0.37%
200,472
-7,608
72
$14.8M 0.36%
167,702
-142,770
73
$14.7M 0.35%
388,544
-26,682
74
$14.1M 0.34%
234,000
75
$14M 0.34%
193,900
+31,500
1 2
3
4 5