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
401
$415K 0.01%
17,000
-200
402
$414K 0.01%
18,675
+2,500
403
$411K 0.01%
2,680
+150
404
$410K 0.01%
13,800
-8,925
405
$407K 0.01%
16,000
+5,400
406
$404K 0.01%
+18,400
407
$403K 0.01%
8,100
+4,000
408
$402K 0.01%
25,400
+1,000
409
$393K 0.01%
3,204
+300
410
$390K 0.01%
16,793
-733
411
$389K 0.01%
1,367
+427
412
$380K 0.01%
4,576
-25
413
$377K 0.01%
9,080
-100
414
$377K 0.01%
8,080
-1,120
415
$372K 0.01%
+13,257
416
$365K 0.01%
7,415
-11,500
417
$357K 0.01%
9,282
-1,887
418
$357K 0.01%
11,870
-9,110
419
$357K 0.01%
+25,000
420
$347K 0.01%
10,299
-7,451
421
$342K 0.01%
+24,030
422
$340K 0.01%
15,691
-1,139
423
$336K 0.01%
18,750
-2,025
424
$336K 0.01%
4,000
-3,100
425
$335K 0.01%
6,065
15 16
17
18 19