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
176
$3.53M 0.08%
71,000
-20,000
177
$3.52M 0.08%
267,755
-316,943
178
$3.5M 0.08%
93,761
+24,696
179
$3.46M 0.08%
90,148
-29,048
180
$3.46M 0.08%
177,592
-118,607
181
$3.45M 0.08%
+80,890
182
$3.43M 0.08%
43,155
-14,388
183
$3.43M 0.08%
340,503
-436,083
184
$3.34M 0.08%
88,374
+4,013
185
$3.33M 0.08%
84,964
-116,894
186
$3.31M 0.08%
74,762
-97,875
187
$3.3M 0.08%
76,596
-187,643
188
$3.29M 0.08%
95,516
-109,017
189
$3.27M 0.08%
51,033
-101,690
190
$3.24M 0.08%
227,913
-380,735
191
$3.23M 0.08%
140,287
-229,405
192
$3.18M 0.08%
69,350
+19,350
193
$3.18M 0.08%
+186,925
194
$3.14M 0.08%
24,469
-607
195
$3.12M 0.08%
55,422
-71,435
196
$3.09M 0.07%
50,980
-89,265
197
$3.09M 0.07%
24,315
-2,618
198
$3.07M 0.07%
39,250
-5,256
199
$3.03M 0.07%
80,145
-71,580
200
$3.02M 0.07%
179,078
-400,705