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
126
$8.64M 0.17%
306,972
+238,582
127
$8.57M 0.17%
11,232
+7,703
128
$8.52M 0.17%
107,560
+1,854
129
$8.27M 0.16%
76,052
+135
130
$7.73M 0.15%
303,700
-50
131
$7.68M 0.15%
203,844
132
$7.6M 0.15%
78,600
+8,000
133
$7.57M 0.15%
54,200
-13,000
134
$7.46M 0.14%
132,112
-675
135
$7.35M 0.14%
176,400
+32,000
136
$7.12M 0.14%
82,978
+905
137
$6.77M 0.13%
+145,300
138
$6.55M 0.13%
115,000
-3,300
139
$6.52M 0.13%
295,527
+3,000
140
$6.44M 0.12%
348,397
+2,100
141
$6.43M 0.12%
133,913
+25
142
$6.42M 0.12%
243,602
+4,246
143
$6.33M 0.12%
170,600
144
$6.31M 0.12%
129,987
+86,400
145
$6.27M 0.12%
32,036
-160
146
$6.13M 0.12%
86,100
-5,200
147
$6.06M 0.12%
83,392
+2,264
148
$5.85M 0.11%
102,000
149
$5.79M 0.11%
240,655
+24,527
150
$5.74M 0.11%
65,579
+3,651