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
301
$988K 0.02%
76,592
-576
302
$987K 0.02%
+11,692
303
$977K 0.02%
+26,258
304
$975K 0.02%
39,558
-1,130
305
$967K 0.02%
20,179
306
$957K 0.02%
42,629
307
$953K 0.02%
30,605
-150
308
$952K 0.02%
21,697
-7
309
$942K 0.02%
20,621
-819
310
$940K 0.02%
12,042
+502
311
$924K 0.02%
14,524
-72
312
$923K 0.02%
55,950
313
$914K 0.02%
18,800
-3,800
314
$907K 0.02%
10,960
315
$900K 0.02%
7,355
-2,450
316
$898K 0.02%
9,299
-248
317
$893K 0.01%
54,100
+3,800
318
$888K 0.01%
+76,100
319
$888K 0.01%
13,739
+466
320
$885K 0.01%
6,275
-450
321
$884K 0.01%
9,000
-2,200
322
$883K 0.01%
16,839
-686
323
$882K 0.01%
+4,199
324
$865K 0.01%
+72,835
325
$864K 0.01%
18,400
-2,800
11 12
13
14 15