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
376
$349K 0.01%
4,005
+25
377
$347K 0.01%
2,755
378
$343K 0.01%
6,471
+154
379
$339K 0.01%
14,800
-3,100
380
$338K 0.01%
34,240
-1,560
381
$335K 0.01%
5,828
382
$335K 0.01%
+1,500
383
$335K 0.01%
17,862
-400
384
$334K 0.01%
9,149
385
$333K 0.01%
+10,600
386
$329K 0.01%
6,065
+500
387
$326K 0.01%
14,342
+277
388
$325K 0.01%
940
-167
389
$319K 0.01%
17,526
+1,000
390
$316K 0.01%
+11,300
391
$308K 0.01%
10,562
-1,762
392
$303K 0.01%
3,117
+2
393
$301K 0.01%
16,830
-16,402
394
$294K 0.01%
+24,200
395
$286K 0.01%
5,700
396
$283K 0.01%
1,860
397
$280K 0.01%
6,800
-1,900
398
$272K ﹤0.01%
+9,800
399
$263K ﹤0.01%
14,612
-1,456
400
$259K ﹤0.01%
3,200
-6,000