FWIA

Fort Washington Investment Advisors Portfolio holdings

AUM $18.8B
1-Year Est. Return 21.18%
This Quarter Est. Return
1 Year Est. Return
+21.18%
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
151
$5.65M 0.11%
107,579
+7,432
152
$5.64M 0.11%
133,329
+27,699
153
$5.53M 0.11%
35,360
+14,000
154
$5.37M 0.1%
+163,753
155
$5.11M 0.1%
63,059
+20,407
156
$5.1M 0.1%
108,000
+8,000
157
$4.96M 0.1%
93,684
+7,974
158
$4.91M 0.1%
+38,900
159
$4.84M 0.09%
98,995
+15,017
160
$4.84M 0.09%
211,249
-784,100
161
$4.8M 0.09%
178,175
+54,380
162
$4.74M 0.09%
115,000
+2,000
163
$4.73M 0.09%
31,262
164
$4.71M 0.09%
75,732
+717
165
$4.65M 0.09%
+81,000
166
$4.64M 0.09%
89,875
-700
167
$4.58M 0.09%
+3,805
168
$4.45M 0.09%
113,406
-227,915
169
$4.4M 0.09%
+100,200
170
$3.98M 0.08%
186,432
-2,049
171
$3.79M 0.07%
56,376
+34,405
172
$3.72M 0.07%
72,816
+252
173
$3.72M 0.07%
63,362
-823
174
$3.71M 0.07%
21,905
+16,125
175
$3.66M 0.07%
29,332
+445
5 6
7
8 9