FWIA
Fort Washington Investment Advisors Portfolio holdings
AUM
$17.4B
This Quarter Return
-6.98%
1 Year Return
+21.08%
3 Year Return
+76.8%
5 Year Return
+160.26%
10 Year Return
+336.48%
AUM
$4.81B
AUM Growth
+$4.81B
(-9.8%)
Cap. Flow
-$65M
Cap. Flow
% of AUM
-1.35%
Top 10 Holdings %
Top 10 Hldgs %
27.19%
Holding
501
New
77
Increased
152
Reduced
171
Closed
56
Top Buys
| 1 |
Berkshire Hathaway Class B
BRK.B
|
$78.6M |
| 2 |
Johnson & Johnson
JNJ
|
$38.3M |
| 3 |
Wells Fargo
WFC
|
$35.1M |
| 4 |
Biogen
BIIB
|
$33.5M |
| 5 |
IBM
IBM
|
$27.2M |
Top Sells
| 1 |
US Bancorp
USB
|
$68.7M |
| 2 |
Bank of America
BAC
|
$38.3M |
| 3 |
Alibaba
BABA
|
$33.2M |
| 4 |
Goldman Sachs
GS
|
$29.9M |
| 5 |
Helen of Troy
HELE
|
$28.7M |
Sector Composition
| 1 | Financials | 17.33% |
| 2 | Technology | 13.65% |
| 3 | Industrials | 12.64% |
| 4 | Healthcare | 12.42% |
| 5 | Consumer Staples | 9.87% |
