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
401
$255K ﹤0.01%
8,950
402
$254K ﹤0.01%
10,736
+500
403
$250K ﹤0.01%
3,000
404
$247K ﹤0.01%
2,578
405
$246K ﹤0.01%
8,100
406
$236K ﹤0.01%
+6,085
407
$235K ﹤0.01%
2,114
+210
408
$235K ﹤0.01%
5,482
409
$233K ﹤0.01%
6,435
410
$233K ﹤0.01%
11,000
411
$231K ﹤0.01%
+4,758
412
$229K ﹤0.01%
11,900
+200
413
$227K ﹤0.01%
+4,714
414
$221K ﹤0.01%
10,817
415
$220K ﹤0.01%
+16,603
416
$220K ﹤0.01%
+1,785
417
$216K ﹤0.01%
1
418
$214K ﹤0.01%
+9,246
419
$213K ﹤0.01%
3,550
420
$211K ﹤0.01%
+6,216
421
$209K ﹤0.01%
5,688
422
$209K ﹤0.01%
4,100
423
$201K ﹤0.01%
+2,722
424
$173K ﹤0.01%
1,556
+100
425
$167K ﹤0.01%
11,775