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
276
$1.25M 0.02%
16,105
277
$1.25M 0.02%
63,568
-2,363
278
$1.21M 0.02%
13,985
279
$1.2M 0.02%
18,403
+1,050
280
$1.14M 0.02%
14,800
+4,800
281
$1.14M 0.02%
36,660
-200
282
$1.14M 0.02%
+25,807
283
$1.14M 0.02%
61,305
-750
284
$1.1M 0.02%
17,400
+1,000
285
$1.09M 0.02%
15,000
-100,211
286
$1.08M 0.02%
14,100
+1,000
287
$1.07M 0.02%
10,889
+132
288
$1.07M 0.02%
15,882
+504
289
$1.07M 0.02%
25,700
-600
290
$1.07M 0.02%
12,300
+2,850
291
$1.07M 0.02%
15,048
-240
292
$1.06M 0.02%
15,579
-100
293
$1.05M 0.02%
+47,410
294
$1.05M 0.02%
14,615
+300
295
$1.04M 0.02%
25,209
-810
296
$1.02M 0.02%
16,675
297
$1.02M 0.02%
42,600
+2,500
298
$1.01M 0.02%
7,199
-105
299
$1M 0.02%
11,454
-175
300
$1M 0.02%
19,000
+6,400
10 11
12
13 14