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
$4.16B
AUM Growth
-$187M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
468
New
Increased
Reduced
Closed

Top Buys

1 +$50.2M
2 +$47.1M
3 +$23.4M
4
HELE icon
Helen of Troy
HELE
+$22.2M
5
CTAS icon
Cintas
CTAS
+$21M

Top Sells

1 +$44.1M
2 +$39.8M
3 +$36.3M
4
OSK icon
Oshkosh
OSK
+$30.6M
5
RCL icon
Royal Caribbean
RCL
+$25.1M

Sector Composition

1 Financials 17.86%
2 Energy 15.67%
3 Technology 11.96%
4 Healthcare 11.4%
5 Industrials 11.29%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
101
$6.91M 0.17%
95,682
-113,784
102
$6.84M 0.16%
152,861
+19,248
103
$6.83M 0.16%
88,276
+2,967
104
$6.52M 0.16%
144,709
-144,063
105
$6.37M 0.15%
133,713
-182,070
106
$6.19M 0.15%
+106,100
107
$5.89M 0.14%
+278,648
108
$5.87M 0.14%
165,150
+71,300
109
$5.79M 0.14%
263,989
-307,592
110
$5.67M 0.14%
178,366
-555,020
111
$5.66M 0.14%
99,300
+33,300
112
$5.61M 0.13%
82,709
-1,303
113
$5.53M 0.13%
+65,000
114
$5.52M 0.13%
222,000
+114,000
115
$5.5M 0.13%
327,240
-325,904
116
$5.41M 0.13%
56,824
-56,760
117
$5.39M 0.13%
83,553
-5,400
118
$5.38M 0.13%
70,607
+2,623
119
$5.28M 0.13%
+165,260
120
$5.25M 0.13%
133,805
-130,700
121
$5.25M 0.13%
93,560
-136,768
122
$5.2M 0.12%
74,777
+6,653
123
$5.18M 0.12%
+83,100
124
$5.17M 0.12%
+173,100
125
$5.12M 0.12%
198,578
-165,240