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
51
$24.8M 0.5%
280,486
+75
52
$23.8M 0.48%
66,627
+105
53
$23.8M 0.48%
828,600
+76,000
54
$22.8M 0.46%
236,724
-103
55
$22.7M 0.46%
275,100
56
$22.4M 0.45%
238,612
-5,878
57
$22.2M 0.45%
815,000
-18,100
58
$21.6M 0.43%
1,196,106
+3,600
59
$21.3M 0.43%
1,558,853
-260,423
60
$21.1M 0.43%
497,470
+4,500
61
$20.7M 0.42%
197,618
-6,346
62
$20.5M 0.41%
449,919
+6,750
63
$20.1M 0.41%
217,629
-8,118
64
$20.1M 0.4%
285,175
+23,755
65
$19.8M 0.4%
+536,042
66
$19.8M 0.4%
271,000
-5,000
67
$19.5M 0.39%
575,874
+10,844
68
$19.4M 0.39%
218,860
+35,053
69
$18.9M 0.38%
597,554
-8,837
70
$17.3M 0.35%
284,243
71
$17.1M 0.34%
404,769
-184,251
72
$16.7M 0.34%
288,496
73
$16.3M 0.33%
318,300
-14,111
74
$16.3M 0.33%
105,965
-5,661
75
$16.1M 0.32%
139,163
-5,984
1 2
3
4 5