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
$5.59B
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
351
$430K 0.01%
29,566
352
$421K 0.01%
2,530
353
$411K 0.01%
16,175
+125
354
$407K 0.01%
8,125
+4,325
355
$403K 0.01%
5,541
+455
356
$402K 0.01%
22,700
-800
357
$401K 0.01%
8,818
-2,006
358
$398K 0.01%
17,700
+700
359
$396K 0.01%
11,336
-27,382
360
$395K 0.01%
5,193
-275
361
$393K 0.01%
13,528
362
$391K 0.01%
+11,309
363
$384K 0.01%
5,514
364
$377K 0.01%
6,289
+3,150
365
$376K 0.01%
4,601
-26
366
$374K 0.01%
5,992
+581
367
$372K 0.01%
12,500
+3,000
368
$370K 0.01%
9,500
-5,100
369
$367K 0.01%
12,400
+453
370
$366K 0.01%
24,400
+1,500
371
$364K 0.01%
11,169
372
$364K 0.01%
+6,088
373
$361K 0.01%
20,775
-475
374
$358K 0.01%
9,180
375
$357K 0.01%
2,904