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
176
$3.63M 0.07%
139,411
-69,207
177
$3.61M 0.07%
82,600
-900
178
$3.58M 0.07%
164,723
+133,319
179
$3.57M 0.07%
134,316
+1,460
180
$3.55M 0.07%
39,050
181
$3.48M 0.07%
48,853
+5,719
182
$3.46M 0.07%
46,734
+5,306
183
$3.45M 0.07%
+312,800
184
$3.37M 0.07%
87,186
-3,800
185
$3.34M 0.06%
27,853
+3,363
186
$3.31M 0.06%
26,178
+195
187
$3.25M 0.06%
31,014
+3,823
188
$3.21M 0.06%
96,048
-125
189
$3.17M 0.06%
35,505
+700
190
$3.15M 0.06%
46,249
-3,000
191
$3.15M 0.06%
122,760
+16,272
192
$3.12M 0.06%
38,741
+3,437
193
$3.11M 0.06%
59,435
-500
194
$2.99M 0.06%
41,867
-63
195
$2.99M 0.06%
182,591
+23,047
196
$2.96M 0.06%
68,200
+10,000
197
$2.92M 0.06%
42,067
+10,580
198
$2.9M 0.06%
62,817
+6,350
199
$2.87M 0.06%
121,740
200
$2.87M 0.06%
41,680
+4,991