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
326
$852K 0.01%
34,900
+4,500
327
$851K 0.01%
4,929
+69
328
$830K 0.01%
18,900
+7,000
329
$825K 0.01%
19,496
-500
330
$815K 0.01%
21,083
+2,288
331
$812K 0.01%
+27,000
332
$799K 0.01%
9,650
333
$796K 0.01%
19,367
+434
334
$793K 0.01%
11,200
-195
335
$792K 0.01%
17,200
+4,500
336
$785K 0.01%
10,602
-124
337
$778K 0.01%
25,860
-8,700
338
$758K 0.01%
19,166
-5,462
339
$747K 0.01%
12,739
+6,450
340
$747K 0.01%
12,347
-370
341
$747K 0.01%
39,373
342
$744K 0.01%
29,372
+2,103
343
$744K 0.01%
16,241
-50,800
344
$742K 0.01%
+6,866
345
$740K 0.01%
14,752
-1,030
346
$720K 0.01%
24,240
+12,931
347
$710K 0.01%
33,600
+9,500
348
$707K 0.01%
9,541
-555
349
$707K 0.01%
+24,300
350
$692K 0.01%
6,902
-1,425
12 13
14
15 16