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
51
$21.6M 0.45%
229,504
+201,284
52
$20.4M 0.42%
1,756,251
+1,157,547
53
$20M 0.41%
172,052
+138,367
54
$18.4M 0.38%
740,567
-1,200
55
$18.3M 0.38%
190,038
-10,141
56
$18.2M 0.38%
61,301
-4,984
57
$17.5M 0.36%
+177,762
58
$16.9M 0.35%
129,407
+96,114
59
$16.5M 0.34%
791,400
-61,200
60
$16.4M 0.34%
760,665
+699,966
61
$16.4M 0.34%
116,781
+41,276
62
$16.3M 0.34%
284,243
63
$16.1M 0.34%
287,900
+209,845
64
$15.7M 0.33%
261,200
+3,100
65
$15.5M 0.32%
310,238
-66,223
66
$15.4M 0.32%
542,370
+6,950
67
$15.3M 0.32%
140,776
-4,317
68
$15.3M 0.32%
308,688
+307,358
69
$14.5M 0.3%
300,480
+14,655
70
$14M 0.29%
77,846
-673
71
$13.2M 0.27%
164,619
+131,876
72
$13.2M 0.27%
239,316
73
$12.8M 0.27%
333,700
+4,000
74
$12.7M 0.26%
271,000
75
$12.5M 0.26%
291,100
-29,463
1 2
3
4 5