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
76
$11.3M 0.19%
+215,948
77
$11.3M 0.19%
108,685
+39,913
78
$10.9M 0.18%
734,778
-550
79
$10.4M 0.17%
134,273
-3,887
80
$10.3M 0.17%
90,179
-700
81
$10.1M 0.17%
179,760
-15,240
82
$9.87M 0.16%
125,115
-31,802
83
$9.78M 0.16%
84,466
-3,979
84
$9.68M 0.16%
66,222
+2,289
85
$9.55M 0.16%
72,261
+42,556
86
$9.45M 0.16%
109,399
-11
87
$9.33M 0.16%
128,925
-4,185
88
$8.94M 0.15%
103,579
-159,912
89
$8.44M 0.14%
118,452
+125
90
$8.38M 0.14%
80,364
-981
91
$8.32M 0.14%
+641,704
92
$8.18M 0.14%
+69,830
93
$8.14M 0.14%
129,933
-1,350
94
$8.05M 0.13%
139,208
-14,175
95
$7.91M 0.13%
68,477
+31,085
96
$7.58M 0.13%
361,200
+35,000
97
$7.58M 0.13%
98,900
+14,000
98
$7.3M 0.12%
184,880
-5,750
99
$6.91M 0.12%
111,934
-1,071
100
$6.69M 0.11%
87,293
-8,810
2 3
4
5 6