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
201
$2.84M 0.06%
40,797
+837
202
$2.74M 0.05%
14,740
+1,769
203
$2.74M 0.05%
33,463
+3,678
204
$2.73M 0.05%
46,969
+5,905
205
$2.73M 0.05%
51,990
-275
206
$2.72M 0.05%
26,225
+400
207
$2.62M 0.05%
254,138
+34,812
208
$2.49M 0.05%
24,270
+1,725
209
$2.43M 0.05%
25,658
+3,069
210
$2.42M 0.05%
33,820
+1,400
211
$2.4M 0.05%
38,871
+17,754
212
$2.37M 0.05%
52,353
-247
213
$2.33M 0.05%
39,869
-1,014
214
$2.3M 0.04%
34,400
+480
215
$2.24M 0.04%
46,234
216
$2.23M 0.04%
+61,685
217
$2.21M 0.04%
15,851
+12,445
218
$2.16M 0.04%
43,200
-1,200
219
$2.13M 0.04%
6,740
-425
220
$2.12M 0.04%
+18,425
221
$2.12M 0.04%
14,680
-2,325
222
$2.12M 0.04%
28,952
223
$2.11M 0.04%
23,598
+2,856
224
$2.11M 0.04%
23,410
-13,628
225
$2.1M 0.04%
18,878
-1,202
7 8
9
10 11