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
$5.99B
AUM Growth
+$398M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
508
New
Increased
Reduced
Closed

Top Buys

1
+$44.2M
2
+$36.5M
3
+$32.8M
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$24M
5
BMY icon
Bristol-Myers Squibb
BMY
+$18.1M

Top Sells

1
+$64.4M
2
+$60.2M
3
+$39.7M
4
CXT icon
Crane NXT
CXT
+$36.4M
5
BLK icon
Blackrock
BLK
+$21.5M

Sector Composition

1 Financials 15.47%
2 Technology 13.44%
3 Industrials 13.16%
4 Healthcare 11.35%
5 Energy 9.08%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$2.03M 0.03%
27,867
-100
227
$2.02M 0.03%
27,200
-550
228
$2M 0.03%
30,634
-188
229
$1.95M 0.03%
54,527
230
$1.95M 0.03%
40,000
-92,000
231
$1.94M 0.03%
16,176
+1,031
232
$1.92M 0.03%
+34,571
233
$1.92M 0.03%
+18,300
234
$1.92M 0.03%
+17,193
235
$1.9M 0.03%
55,115
-2,468
236
$1.87M 0.03%
30,943
237
$1.86M 0.03%
28,144
-3,355
238
$1.85M 0.03%
27,616
-3,800
239
$1.85M 0.03%
27,419
-123
240
$1.82M 0.03%
24,870
+1,200
241
$1.81M 0.03%
25,577
-119
242
$1.79M 0.03%
57,792
243
$1.78M 0.03%
+68,276
244
$1.75M 0.03%
21,229
245
$1.73M 0.03%
+20,038
246
$1.72M 0.03%
29,465
247
$1.7M 0.03%
56,542
-146
248
$1.7M 0.03%
30,942
+2,322
249
$1.64M 0.03%
6,584
-274
250
$1.63M 0.03%
30,969
8 9
10
11 12