FWIA
Fort Washington Investment Advisors Portfolio holdings
AUM
$17.4B
1-Year Return
21.08%
This Quarter Return
+4.21%
1 Year Return
+21.08%
3 Year Return
+76.8%
5 Year Return
+160.26%
10 Year Return
+336.48%
AUM
$5.59B
AUM Growth
+$232M
(+4.3%)
Cap. Flow
-$99.8M
Cap. Flow
% of AUM
-1.79%
Top 10 Holdings %
Top 10 Hldgs %
27.34%
Holding
478
New
25
Increased
201
Reduced
127
Closed
47
Top Buys
| 1 |
Bristol-Myers Squibb
BMY
|
$72.8M |
| 2 |
VSTO
Vista Outdoor Inc.
VSTO
|
$21.5M |
| 3 |
SRCL
Stericycle Inc
SRCL
|
$19.9M |
| 4 |
Jones Lang LaSalle
JLL
|
$19.1M |
| 5 |
Berkshire Hathaway Class B
BRK.B
|
$16.1M |
Top Sells
| 1 |
Owens & Minor
OMI
|
$50.5M |
| 2 |
iShares MSCI EAFE ETF
EFA
|
$15.3M |
| 3 |
Abbott
ABT
|
$12.1M |
| 4 |
Texas Instruments
TXN
|
$11.3M |
| 5 |
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% |
