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
51
$26.5M 0.51%
480,053
+764
52
$26.5M 0.51%
653,071
-896,447
53
$26.2M 0.51%
606,757
+414
54
$25.9M 0.5%
611,111
-16,527
55
$25.6M 0.5%
1,771,896
+269,722
56
$25.1M 0.49%
752,746
+10,456
57
$24.5M 0.48%
676,340
+24,690
58
$24.3M 0.47%
76,162
+9,707
59
$23.6M 0.46%
443,169
60
$23.6M 0.46%
538,374
+409
61
$23.3M 0.45%
231,655
-3,065
62
$22.9M 0.44%
214,888
+212,005
63
$22.7M 0.44%
1,389,387
+185,528
64
$22.3M 0.43%
259,382
+97,356
65
$22.1M 0.43%
99,466
+1,300
66
$22.1M 0.43%
211,166
-13,100
67
$22M 0.43%
1,182,906
+4,250
68
$21.7M 0.42%
736,600
-4,284
69
$20.9M 0.41%
273,000
70
$20.8M 0.4%
119,852
-6,920
71
$19.9M 0.39%
332,411
+28,647
72
$19.8M 0.38%
339,895
+6,650
73
$19.7M 0.38%
418,276
+5,253
74
$19.5M 0.38%
566,100
+14,000
75
$19.5M 0.38%
284,653
+2,658
1 2
3
4 5