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
51
$30.8M 0.52%
600,363
+105,885
52
$24.9M 0.42%
451,789
+43,749
53
$22.6M 0.38%
628,000
+111,900
54
$19.8M 0.33%
132,490
+66,526
55
$19.8M 0.33%
336,475
-6,700
56
$19.2M 0.32%
462,305
+13,790
57
$19M 0.32%
703,327
+9,173
58
$18.1M 0.3%
435,900
+221,669
59
$17.8M 0.3%
+134,152
60
$17.8M 0.3%
145,980
-1,660
61
$17.3M 0.29%
111,043
-1,123
62
$17.1M 0.29%
163,683
-67,807
63
$15.5M 0.26%
646,450
+553,200
64
$15.2M 0.25%
232,526
+162,988
65
$14.9M 0.25%
606,700
+78,000
66
$14.7M 0.25%
124,906
+17,769
67
$13.3M 0.22%
175,281
-28,120
68
$13M 0.22%
375,825
+32,095
69
$12.6M 0.21%
176,482
+142,028
70
$12.3M 0.21%
67,433
-300
71
$12.3M 0.2%
229,547
-2,776
72
$12.2M 0.2%
234,688
+47,788
73
$11.5M 0.19%
372,823
-1,207
74
$11.4M 0.19%
39,676
+491
75
$11.3M 0.19%
236,274
+42,418
1 2
3
4 5