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
$5.59B
AUM Growth
+$232M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
478
New
Increased
Reduced
Closed

Top Buys

1 +$72.8M
2 +$21.5M
3 +$19.9M
4
JLL icon
Jones Lang LaSalle
JLL
+$19.1M
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$16.1M

Top Sells

1 +$50.5M
2 +$15.3M
3 +$12.1M
4
TXN icon
Texas Instruments
TXN
+$11.3M
5
HD icon
Home Depot
HD
+$10.3M

Sector Composition

1 Industrials 14.41%
2 Financials 13.47%
3 Technology 12.85%
4 Healthcare 11.84%
5 Energy 8.9%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
226
$1.48M 0.03%
31,499
-5,171
227
$1.45M 0.03%
+45,501
228
$1.45M 0.03%
119,704
+104,004
229
$1.43M 0.03%
+21,229
230
$1.38M 0.02%
23,250
+2,550
231
$1.36M 0.02%
13,985
+179
232
$1.33M 0.02%
32,575
-2,250
233
$1.32M 0.02%
24,572
+2,187
234
$1.31M 0.02%
33,348
-11,153
235
$1.3M 0.02%
18,524
+232
236
$1.3M 0.02%
23,893
+6,429
237
$1.29M 0.02%
17,353
+9,845
238
$1.28M 0.02%
16,105
+231
239
$1.25M 0.02%
28,620
+7,142
240
$1.25M 0.02%
17,962
+6,122
241
$1.25M 0.02%
32,027
-5,296
242
$1.23M 0.02%
13,670
+69
243
$1.21M 0.02%
26,019
-80,889
244
$1.2M 0.02%
9,805
245
$1.19M 0.02%
14,940
+822
246
$1.17M 0.02%
47,659
+530
247
$1.16M 0.02%
62,055
-750
248
$1.13M 0.02%
36,860
-73,500
249
$1.13M 0.02%
23,800
-2,600
250
$1.13M 0.02%
65,931