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
301
$748K 0.01%
22,725
+400
302
$743K 0.01%
13,273
303
$733K 0.01%
34,862
304
– –
0
305
$722K 0.01%
+8,138
306
$720K 0.01%
10,918
-3,130
307
$710K 0.01%
38,953
-18,100
308
$698K 0.01%
10,096
-100
309
$695K 0.01%
8,858
-2,500
310
$686K 0.01%
15,782
-320
311
$679K 0.01%
27,400
312
$676K 0.01%
12,717
-2,900
313
$675K 0.01%
12,600
-12,200
314
$670K 0.01%
20,980
+2,167
315
$663K 0.01%
8,310
-35,994
316
$660K 0.01%
4,613
317
$659K 0.01%
9,200
+600
318
$647K 0.01%
27,269
+16,684
319
$645K 0.01%
10,212
320
$628K 0.01%
12,700
-900
321
$605K 0.01%
2,690
+300
322
$604K 0.01%
4,400
-135
323
$596K 0.01%
9,720
324
$595K 0.01%
7,100
325
$592K 0.01%
50,052
+2,730
11 12
13
14 15