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
$4.81B
AUM Growth
-$524M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
501
New
Increased
Reduced
Closed

Top Buys

1
+$78.6M
2
+$38.3M
3
+$35.1M
4
BIIB icon
Biogen
BIIB
+$33.5M
5
IBM icon
IBM
IBM
+$27.2M

Top Sells

1
+$68.7M
2
+$38.3M
3
+$33.2M
4
GS icon
Goldman Sachs
GS
+$29.9M
5
HELE icon
Helen of Troy
HELE
+$28.7M

Sector Composition

1 Financials 17.33%
2 Technology 13.65%
3 Industrials 12.64%
4 Healthcare 12.42%
5 Consumer Staples 9.87%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$2.3M 0.05%
20,930
-899
202
$2.29M 0.05%
44,400
+24,000
203
$2.27M 0.05%
+147,643
204
$2.27M 0.05%
+87,484
205
$2.21M 0.05%
45,890
-15,337
206
$2.19M 0.05%
14,888
+8,857
207
$2.18M 0.05%
25,521
-1,671
208
$2.13M 0.04%
84,640
+72,473
209
$2.12M 0.04%
47,195
+20,348
210
$2.11M 0.04%
15,223
-200
211
$2.1M 0.04%
13,445
-250
212
$2.08M 0.04%
9,800
-100
213
$2.04M 0.04%
7,733
+2,000
214
$2.02M 0.04%
22,995
-200
215
$1.92M 0.04%
17,575
+860
216
$1.9M 0.04%
18,801
-465
217
$1.88M 0.04%
25,895
+690
218
$1.85M 0.04%
39,029
+89
219
$1.81M 0.04%
+38,218
220
$1.81M 0.04%
192,329
+61,182
221
$1.8M 0.04%
14,787
222
$1.8M 0.04%
+57,441
223
$1.75M 0.04%
43,850
+34,050
224
$1.74M 0.04%
+26,231
225
$1.74M 0.04%
38,407
-1,275
7 8
9
10 11