FWIA

Fort Washington Investment Advisors Portfolio holdings

AUM $17.4B
1-Year Est. Return 21.08%
This Quarter Est. Return
1 Year Est. Return
+21.08%
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
1
$199M 3.87%
4,602,343
+3,225
2
$157M 3.05%
7,330,603
3
$126M 2.44%
3,355,979
+326,775
4
$126M 2.44%
3,344,087
+261,315
5
$125M 2.44%
749,483
+97,128
6
$125M 2.43%
8,156,351
+2,001,652
7
$118M 2.29%
4,080,071
+223,349
8
$103M 2%
6,486,112
9
$97.3M 1.89%
2,598,649
+193,414
10
$94.4M 1.83%
2,307,245
+289,011
11
$93.2M 1.81%
1,185,595
-8,241
12
$91.7M 1.78%
1,908,911
-2,079
13
$86.1M 1.67%
989,140
+300
14
$83.3M 1.62%
3,351,252
+3,249,542
15
$80.9M 1.57%
2,148,933
+149,910
16
$80.1M 1.55%
3,448,104
-375,660
17
$77M 1.49%
574,671
-9,313
18
$72M 1.4%
785,761
+61,997
19
$71.5M 1.39%
664,310
-102,795
20
$69.1M 1.34%
1,229,148
+267,854
21
$62.3M 1.21%
3,946,083
-64,393
22
$61.6M 1.19%
747,591
-167,191
23
$60.3M 1.17%
1,445,219
+140,339
24
$57.4M 1.11%
723,509
+74,745
25
$54.5M 1.06%
884,775
-126,366
1
2 3 4 5