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
51
$30.8M 0.55%
1,116,467
+134,800
52
$25.2M 0.45%
231,490
+2,476
53
$22M 0.39%
60,631
+723
54
$21.2M 0.38%
494,478
+23,730
55
$19.6M 0.35%
516,100
+106,400
56
$19.6M 0.35%
448,515
+125
57
$19.1M 0.34%
+167,420
58
$18.9M 0.34%
343,175
+71,175
59
$18.1M 0.32%
408,040
-35,588
60
$17.5M 0.31%
263,491
+2,542
61
$17M 0.3%
147,640
+61,311
62
$16.7M 0.3%
693,960
-56,685
63
$16.3M 0.29%
126,305
-79,898
64
$14.8M 0.26%
112,166
-14,861
65
$14.4M 0.26%
203,401
-7,800
66
$14.2M 0.25%
161,025
+315
67
$14.2M 0.25%
694,154
-4
68
$14M 0.25%
156,917
-18,287
69
$13.8M 0.25%
98,774
+5,599
70
$13.1M 0.23%
220,155
-17,616
71
$12.8M 0.23%
528,700
+54,200
72
$12.4M 0.22%
67,733
-200
73
$12.1M 0.22%
232,323
+7,352
74
$12M 0.22%
374,030
+125,523
75
$11.6M 0.21%
343,730
-11,600
1 2
3
4 5