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
351
$691K 0.01%
16,467
+527
352
$666K 0.01%
8,310
353
$649K 0.01%
8,155
-91,577
354
$639K 0.01%
34,666
+11,966
355
$638K 0.01%
27,400
356
$635K 0.01%
+6,165
357
$630K 0.01%
15,358
-1,752
358
$627K 0.01%
6,060
359
$620K 0.01%
25,097
-5,400
360
$605K 0.01%
11,900
-67,000
361
$605K 0.01%
10,875
362
$602K 0.01%
29,753
-9,200
363
$596K 0.01%
19,100
+2,500
364
$596K 0.01%
23,700
+6,300
365
$587K 0.01%
10,135
-77
366
$582K 0.01%
+11,400
367
$577K 0.01%
9,470
-250
368
$575K 0.01%
7,758
-1,100
369
$571K 0.01%
28,063
-300
370
$565K 0.01%
6,655
+585
371
$564K 0.01%
4,250
-150
372
$554K 0.01%
47,700
+13,700
373
$545K 0.01%
11,067
+1,767
374
$544K 0.01%
4,613
375
$536K 0.01%
+6,000
13 14
15
16 17