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
26
$67M 1.2%
739,257
+10,051
27
$66.5M 1.19%
1,040,673
-9,980
28
$66.3M 1.19%
405,012
-203
29
$66.2M 1.19%
679,159
+3,024
30
$65.3M 1.17%
830,425
+2,971
31
$64.4M 1.15%
337,196
-13,603
32
$62.4M 1.12%
42,378
+205
33
$62.2M 1.11%
1,386,980
+7,225
34
$62M 1.11%
299,350
+5,112
35
$61.1M 1.09%
450,741
-45,553
36
$60.7M 1.09%
2,505,295
+445,240
37
$60.6M 1.08%
755,978
+248,668
38
$59.9M 1.07%
1,458,118
+7,718
39
$59.4M 1.06%
368,103
+246
40
$58.4M 1.04%
1,464,221
+539,388
41
$58.2M 1.04%
3,719,814
+49,066
42
$52.8M 0.94%
1,398,361
+2,916
43
$52.2M 0.93%
5,137,644
+31,272
44
$50.5M 0.9%
1,257,100
-124,500
45
$46.7M 0.84%
759,738
+3,909
46
$45.3M 0.81%
979,934
+6,707
47
$43.3M 0.78%
291,093
48
$36.4M 0.65%
1,661,860
49
$36.3M 0.65%
167,795
-16,840
50
$34.6M 0.62%
654,174
-500
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