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
$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
126
$5.03M 0.12%
196,678
-158,816
127
$4.99M 0.12%
+154,000
128
$4.93M 0.12%
187,452
-190,250
129
$4.88M 0.12%
173,850
-1,300
130
$4.88M 0.12%
30,254
-36,406
131
$4.76M 0.11%
94,184
-95,455
132
$4.71M 0.11%
104,131
-86,220
133
$4.7M 0.11%
89,370
-3,290
134
$4.68M 0.11%
67,266
-101,676
135
$4.67M 0.11%
282,597
-500
136
$4.67M 0.11%
119,705
-156,580
137
$4.66M 0.11%
220,247
-257,938
138
$4.61M 0.11%
63,200
+3,200
139
$4.58M 0.11%
110,732
-2,422
140
$4.55M 0.11%
125,665
-166,848
141
$4.49M 0.11%
129,880
-180,325
142
$4.43M 0.11%
182,820
-215,818
143
$4.41M 0.11%
126,216
-127,570
144
$4.37M 0.11%
93,768
-2,919
145
$4.36M 0.1%
617,336
-351,460
146
$4.34M 0.1%
136,905
-148,082
147
$4.26M 0.1%
146,718
-202,432
148
$4.19M 0.1%
112,256
-63,460
149
$4.18M 0.1%
83,860
-10,615
150
$4.15M 0.1%
135,643
-158,612