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
251
$1.13M 0.02%
14,315
+1,200
252
$1.1M 0.02%
26,300
+900
253
$1.1M 0.02%
21,200
-3,100
254
$1.09M 0.02%
11,200
+500
255
$1.08M 0.02%
22,600
-1,425
256
$1.08M 0.02%
17,525
257
$1.07M 0.02%
6,725
258
$1.06M 0.02%
21,440
+234
259
$1.05M 0.02%
16,400
-300
260
$1.05M 0.02%
20,179
+262
261
$1.03M 0.02%
13,100
-100
262
$1.02M 0.02%
16,675
-500
263
$1.02M 0.02%
34,560
+3,600
264
$1M 0.02%
14,162
+1,600
265
$983K 0.02%
40,100
+6,700
266
$975K 0.02%
15,288
+3,225
267
$972K 0.02%
15,378
-96
268
$970K 0.02%
18,915
+14,500
269
$969K 0.02%
77,168
-14,016
270
$954K 0.02%
11,540
271
$948K 0.02%
42,629
+523
272
$945K 0.02%
40,688
273
$935K 0.02%
30,755
+514
274
$917K 0.02%
7,304
-21,416
275
$909K 0.02%
21,704