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
326
$592K 0.01%
10,875
-3,100
327
$583K 0.01%
5,640
328
$579K 0.01%
6,060
329
$572K 0.01%
86,175
330
$566K 0.01%
6,070
331
$564K 0.01%
17,164
332
$562K 0.01%
2,125
333
$555K 0.01%
28,363
334
$540K 0.01%
24,059
+4,268
335
$529K 0.01%
24,100
-3,700
336
$525K 0.01%
17,750
+5,400
337
$504K 0.01%
17,400
-1,800
338
$491K 0.01%
+11,900
339
$483K 0.01%
7,900
-100
340
$482K 0.01%
10,000
+2,400
341
$478K 0.01%
17,200
+8,200
342
$476K 0.01%
24,000
+6,700
343
$471K 0.01%
16,600
+4,300
344
$470K 0.01%
14,193
+100
345
$469K 0.01%
6,254
346
$467K 0.01%
28,600
+3,000
347
$467K 0.01%
9,300
348
$460K 0.01%
9,200
+800
349
$440K 0.01%
26,200
-368,000
350
$437K 0.01%
34,000
+17,700
12 13
14
15 16