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
426
$145K ﹤0.01%
+11,300
427
$99K ﹤0.01%
645
428
-14,940
429
-13,987
430
-2,529
431
-28,792
432
-1,270
433
-10,366
434
-274,695
435
-6,200
436
-1,300
437
-4,605
438
-40,883
439
-37,280
440
-4,850
441
-19,250
442
-67,147
443
-45,453
444
-84,911
445
-35,348
446
-55,000
447
-12,100
448
-3,275
449
-4,235
450
-17,715