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
76
$18.7M 0.36%
260,270
+30,700
77
$18.6M 0.36%
562,902
-183,324
78
$18.4M 0.36%
260,591
+55,142
79
$17.9M 0.35%
208,757
+5,605
80
$17.7M 0.34%
1,090,840
+666,080
81
$17.4M 0.34%
288,496
82
$17.3M 0.34%
938,300
83
$17M 0.33%
231,700
-28,000
84
$16M 0.31%
223,000
-6,000
85
$15.9M 0.31%
210,396
-375,847
86
$15.6M 0.3%
1,008,835
-16,607
87
$15.4M 0.3%
144,626
-104
88
$15.4M 0.3%
+678,575
89
$15.3M 0.3%
169,136
-176,500
90
$15M 0.29%
162,644
+2,890
91
$14.9M 0.29%
188,600
+3,300
92
$14.3M 0.28%
121,164
-3,165
93
$14.2M 0.27%
527,570
-450
94
$14M 0.27%
311,479
+400
95
$12.5M 0.24%
200,000
96
$12.5M 0.24%
213,800
-2,800
97
$12.3M 0.24%
83,724
-1,485
98
$12.2M 0.24%
579,031
+138,402
99
$11.8M 0.23%
463,820
-1,008
100
$11.7M 0.23%
1,985
+945