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
451
$244K ﹤0.01%
1
452
$243K ﹤0.01%
+2,000
453
$242K ﹤0.01%
4,758
454
$235K ﹤0.01%
3,255
-750
455
$216K ﹤0.01%
5,300
-1,500
456
$213K ﹤0.01%
5,648
-40
457
$211K ﹤0.01%
15,657
-946
458
$209K ﹤0.01%
+2,271
459
$209K ﹤0.01%
8,573
-1,989
460
$208K ﹤0.01%
4,296
-418
461
$207K ﹤0.01%
+4,200
462
$206K ﹤0.01%
5,665
-551
463
$202K ﹤0.01%
8,800
-2,200
464
$200K ﹤0.01%
1,710
-88,578
465
$176K ﹤0.01%
11,600
-175
466
$156K ﹤0.01%
+12,050
467
$152K ﹤0.01%
+11,100
468
$117K ﹤0.01%
710
+65
469
$64K ﹤0.01%
1,269
-4,723
470
– –
-8,100
471
– –
-11,900
472
– –
-1,661,860
473
– –
-364,180
474
– –
-14,612
475
– –
-9,246
17 18
19
20 21