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
251
$1.62M 0.03%
4,259
-56,372
252
$1.62M 0.03%
+28,052
253
$1.62M 0.03%
51,775
+3,413
254
$1.6M 0.03%
20,556
+2,594
255
$1.59M 0.03%
+115,812
256
$1.58M 0.03%
31,340
-840
257
$1.58M 0.03%
31,633
-394
258
$1.58M 0.03%
4,293
-305
259
$1.57M 0.03%
31,926
-1,422
260
$1.56M 0.03%
+44,685
261
$1.54M 0.03%
+12,544
262
$1.53M 0.03%
+46,430
263
$1.44M 0.02%
16,248
-840
264
$1.43M 0.02%
12,244
-1,426
265
$1.43M 0.02%
16,996
+2,056
266
$1.41M 0.02%
+101,550
267
$1.4M 0.02%
47,659
268
$1.36M 0.02%
18,524
269
$1.34M 0.02%
30,050
+6,250
270
$1.31M 0.02%
24,372
-200
271
$1.31M 0.02%
23,434
-459
272
$1.3M 0.02%
+89,550
273
$1.28M 0.02%
32,375
-200
274
$1.27M 0.02%
106,413
-5,031,231
275
$1.25M 0.02%
+15,800
9 10
11
12 13