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
76
$11.5M 0.21%
90,879
+1,233
77
$11.4M 0.2%
735,328
+6,698
78
$11.3M 0.2%
304,619
+239,625
79
$11.1M 0.2%
138,160
+2,381
80
$11M 0.2%
90,288
+1,304
81
$11M 0.2%
107,137
+84
82
$10.7M 0.19%
63,933
+12,514
83
$10.6M 0.19%
39,185
+1,879
84
$10.3M 0.19%
147,467
-161,221
85
$9.96M 0.18%
133,110
-8,340
86
$9.72M 0.17%
65,964
+5,169
87
$9.58M 0.17%
195,000
-53,600
88
$9.51M 0.17%
186,900
89
$9.24M 0.17%
88,445
-3,815
90
$9.07M 0.16%
214,231
+18,907
91
$8.81M 0.16%
109,410
+365
92
$8.63M 0.15%
118,327
+1,126
93
$8.61M 0.15%
364,180
-31,926
94
– –
0
95
$8.28M 0.15%
131,283
-7,402
96
$8.26M 0.15%
378,926
+21,000
97
$7.68M 0.14%
193,856
+2,686
98
$7.57M 0.14%
153,383
-1,723
99
$7.55M 0.14%
81,345
-970
100
$7.42M 0.13%
115,211
+1,281
2 3
4
5 6