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
201
$3.02M 0.07%
+264,707
202
$3.02M 0.07%
108,199
-128,551
203
$2.95M 0.07%
90,316
-154,463
204
$2.95M 0.07%
+44,580
205
$2.94M 0.07%
121,740
+80,507
206
$2.93M 0.07%
103,075
-81,136
207
$2.9M 0.07%
15,776
-20,330
208
$2.9M 0.07%
42,724
+22,054
209
$2.88M 0.07%
55,100
+2,800
210
$2.86M 0.07%
+132,747
211
$2.85M 0.07%
32,453
-25,888
212
$2.85M 0.07%
88,138
-217,105
213
$2.83M 0.07%
93,722
-142,930
214
$2.83M 0.07%
61,395
-3,710
215
$2.78M 0.07%
108,600
+12,000
216
$2.77M 0.07%
23,840
-1,335
217
$2.76M 0.07%
+512
218
$2.74M 0.07%
105,133
-126,530
219
$2.73M 0.07%
45,606
-98,937
220
$2.71M 0.07%
73,000
+52,000
221
$2.67M 0.06%
23,823
-28,686
222
$2.67M 0.06%
69,535
-26,576
223
$2.66M 0.06%
98,074
-108,178
224
$2.64M 0.06%
41,055
+27,080
225
$2.62M 0.06%
22,860
-46,500
7 8
9
10 11