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
426
$331K 0.01%
5,828
427
$327K 0.01%
5,873
-598
428
$319K 0.01%
1,860
429
$318K 0.01%
9,336
-2,000
430
$318K 0.01%
+4,200
431
$314K 0.01%
+8,600
432
$311K 0.01%
13,207
-1,135
433
$307K 0.01%
+22,938
434
$306K 0.01%
3,475
-2,779
435
$301K 0.01%
+7,000
436
$297K 0.01%
5,700
437
$291K ﹤0.01%
9,085
-3,315
438
$288K ﹤0.01%
6,435
439
$287K ﹤0.01%
5,025
-489
440
$287K ﹤0.01%
3,000
441
$286K ﹤0.01%
8,950
442
$286K ﹤0.01%
2,572
+458
443
$272K ﹤0.01%
6,470
+385
444
$272K ﹤0.01%
4,995
-487
445
$267K ﹤0.01%
2,919
-198
446
$258K ﹤0.01%
7,359
-1,790
447
$255K ﹤0.01%
+2,015
448
$248K ﹤0.01%
+4,575
449
$247K ﹤0.01%
7,904
-5,624
450
$247K ﹤0.01%
+18,000
16 17
18
19 20