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
$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
1
$169M 3.52%
7,330,903
2
$160M 3.33%
4,094,902
+57,497
3
$147M 3.05%
3,503,412
-432,736
4
$139M 2.89%
6,488,512
5
$131M 2.72%
4,230,740
+41,040
6
$118M 2.44%
2,867,557
-1,675,827
7
$116M 2.41%
958,131
-56,625
8
$113M 2.34%
4,080,800
+93,132
9
$111M 2.3%
2,749,322
+41,100
10
$106M 2.19%
607,351
-171,869
11
$100M 2.08%
1,863,634
-8,981
12
$97.7M 2.03%
6,268,741
-2,457,823
13
$97.4M 2.02%
1,182,666
+18,745
14
$96.8M 2.01%
2,483,823
-596,153
15
$94.5M 1.96%
3,690,680
-27,620
16
$89.5M 1.86%
1,800,489
-251,957
17
$82.4M 1.71%
632,077
+602,822
18
$80.8M 1.68%
3,079,193
-217,054
19
$77.9M 1.62%
1,083,068
-129,243
20
$77.3M 1.61%
2,139,993
+303,606
21
$75.1M 1.56%
1,695,992
-169,584
22
$70.6M 1.47%
2,208,968
+118,000
23
$67.6M 1.4%
724,290
+410,382
24
$63.7M 1.32%
711,251
-108,241
25
$62.9M 1.31%
551,294
+10,579
1
2 3 4 5