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
376
$535K 0.01%
8,800
+900
377
$534K 0.01%
+2,869
378
$534K 0.01%
5,640
379
$528K 0.01%
15,164
-2,000
380
$506K 0.01%
26,200
381
$502K 0.01%
32,700
+4,100
382
$499K 0.01%
+6,564
383
$499K 0.01%
+4,450
384
$497K 0.01%
13,900
+4,400
385
$494K 0.01%
7,900
-6,262
386
$490K 0.01%
+68,095
387
$489K 0.01%
87,175
+1,000
388
$485K 0.01%
2,090
-600
389
$480K 0.01%
+2,134
390
$478K 0.01%
15,075
+2,575
391
$476K 0.01%
29,566
392
$473K 0.01%
+14,642
393
$472K 0.01%
6,318
+1,125
394
$464K 0.01%
25,500
+1,500
395
$456K 0.01%
1,975
-150
396
$456K 0.01%
9,600
-400
397
$452K 0.01%
17,700
+6,400
398
$443K 0.01%
8,818
399
$422K 0.01%
25,462
+7,600
400
$420K 0.01%
7,725
-400
14 15
16
17 18