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
76
$11.7M 0.24%
247,212
-4,773
77
$11.4M 0.24%
392,000
-13,000
78
$10.9M 0.23%
100,744
-5,514
79
$10.7M 0.22%
68,183
-650
80
$10.4M 0.22%
144,395
+1,044
81
$10.3M 0.21%
137,858
-52,962
82
$9.89M 0.21%
268,410
-68,435
83
$9.85M 0.2%
133,062
+52,490
84
$9.46M 0.2%
235,691
-165,849
85
$9.42M 0.2%
157,239
+121,503
86
$9.4M 0.2%
96,655
+20,164
87
$9.34M 0.19%
307,500
-4,800
88
$8.94M 0.19%
591,058
-426,688
89
$8.89M 0.18%
278,400
-23,056
90
$8.82M 0.18%
160,200
-7,350
91
$8.74M 0.18%
194,300
-40,100
92
$8.73M 0.18%
160,369
+96,385
93
$8.51M 0.18%
179,219
-279,800
94
$8.49M 0.18%
196,325
-4,675
95
$8.26M 0.17%
75,637
96
$8.09M 0.17%
+192,404
97
$8.04M 0.17%
104,618
+73,034
98
$8M 0.17%
78,318
-4,385
99
$7.96M 0.17%
303,300
-41,900
100
$7.93M 0.16%
66,926
-1,327
2 3
4
5 6