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
$5.02B
AUM Growth
+$59.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
452
New
Increased
Reduced
Closed

Top Sells

1 +$46.8M
2 +$39.9M
3 +$22.2M
4
RCL icon
Royal Caribbean
RCL
+$17.7M
5
BP icon
BP
BP
+$9.45M

Sector Composition

1 Financials 16.74%
2 Energy 14.93%
3 Industrials 13.12%
4 Technology 10.57%
5 Consumer Staples 9.9%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
51
$28.3M 0.56%
+339,539
52
$27.3M 0.54%
660,269
+460,269
53
$26.8M 0.53%
844,600
+16,000
54
$25.7M 0.51%
1,361,387
-38,000
55
$24.6M 0.49%
573,768
+37,726
56
$24.3M 0.48%
66,495
-132
57
$23.2M 0.46%
556,104
-148,902
58
$22.7M 0.45%
458,819
+8,900
59
$22.2M 0.44%
472,670
-24,800
60
$22M 0.44%
284,675
-500
61
$21.6M 0.43%
209,153
-27,571
62
$21.4M 0.43%
225,895
+7,035
63
$20.6M 0.41%
269,100
-6,000
64
$19.7M 0.39%
1,183,006
-13,100
65
$19.2M 0.38%
191,213
-6,405
66
$18.5M 0.37%
590,210
+14,336
67
$18.3M 0.36%
214,907
-2,722
68
$18.2M 0.36%
284,243
69
$17.8M 0.36%
271,000
70
$17.3M 0.35%
177,987
-60,625
71
$17.1M 0.34%
337,945
+1,050
72
$16.7M 0.33%
411,596
+6,827
73
$16.2M 0.32%
199,250
-100
74
$16M 0.32%
324,456
+6,156
75
$15.5M 0.31%
145,093
+5,930