FWIA
Fort Washington Investment Advisors Portfolio holdings
AUM
$17.4B
1-Year Return
21.08%
This Quarter Return
+2.06%
1 Year Return
+21.08%
3 Year Return
+76.8%
5 Year Return
+160.26%
10 Year Return
+336.48%
AUM
$5.15B
AUM Growth
+$192M
(+3.9%)
Cap. Flow
+$80.1M
Cap. Flow
% of AUM
1.55%
Top 10 Holdings %
Top 10 Hldgs %
26.63%
Holding
471
New
91
Increased
123
Reduced
164
Closed
26
Top Buys
| 1 |
Berkshire Hathaway Class B
BRK.B
|
+$62.3M |
| 2 |
AT&T
T
|
+$59.9M |
| 3 |
Simon Property Group
SPG
|
+$55.7M |
| 4 |
Comcast
CMCSA
|
+$52M |
| 5 |
LNKD
LinkedIn Corporation
LNKD
|
+$36.6M |
Top Sells
| 1 |
AGCO
AGCO
|
+$38.4M |
| 2 |
Goldman Sachs
GS
|
+$35.9M |
| 3 |
Bank of New York Mellon
BK
|
+$31.8M |
| 4 |
Bank of America
BAC
|
+$28.1M |
| 5 |
Kennametal
KMT
|
+$23.9M |
Sector Composition
| 1 | Technology | 13.94% |
| 2 | Financials | 13.2% |
| 3 | Industrials | 13.14% |
| 4 | Healthcare | 12.08% |
| 5 | Consumer Staples | 9.76% |
