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
276
$903K 0.02%
24,628
+327
277
$900K 0.02%
11,395
+500
278
$899K 0.02%
30,497
-6,600
279
$893K 0.02%
9,650
+300
280
$890K 0.02%
9,450
+1,700
281
$886K 0.02%
10,757
282
$886K 0.02%
11,629
-1,750
283
$884K 0.02%
10,960
+221
284
$867K 0.02%
55,950
285
$863K 0.02%
19,996
286
$854K 0.02%
15,940
287
$848K 0.02%
39,373
-2,100
288
$831K 0.01%
15,679
+301
289
$817K 0.01%
9,133
+3,622
290
$811K 0.01%
10,726
291
$810K 0.01%
18,795
+1,200
292
$809K 0.01%
18,933
+1,666
293
$799K 0.01%
14,596
-15,698
294
$794K 0.01%
10,000
+5,200
295
$789K 0.01%
17,110
296
$786K 0.01%
50,300
+9,700
297
$785K 0.01%
8,327
-125
298
$765K 0.01%
30,400
-2,900
299
$760K 0.01%
+9,547
300
$754K 0.01%
4,860
+100
10 11
12
13 14