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
101
$7.22M 0.13%
113,005
+6,041
102
$7.18M 0.13%
99,732
-53,782
103
$7.14M 0.13%
96,103
+31,115
104
$6.47M 0.12%
84,900
-2,800
105
$6.42M 0.11%
132,000
-10,000
106
$6.2M 0.11%
94,972
+1,191
107
$6.15M 0.11%
326,200
+39,000
108
$6.02M 0.11%
190,630
-750
109
$5.89M 0.11%
48,782
+392
110
$5.82M 0.1%
53,173
+8,645
111
$5.81M 0.1%
110,830
-570
112
$5.62M 0.1%
65,008
+16,084
113
$5.62M 0.1%
68,772
+906
114
$5.39M 0.1%
214,623
+2,709
115
$5.18M 0.09%
177,000
+31,000
116
$4.98M 0.09%
+228,620
117
$4.91M 0.09%
90,654
-4,125
118
$4.9M 0.09%
136,248
+1,998
119
$4.76M 0.09%
69,538
+31,838
120
– –
0
121
$4.57M 0.08%
56,983
+23,276
122
$4.55M 0.08%
53,273
+658
123
$4.46M 0.08%
118,286
+1,492
124
$4.45M 0.08%
164,000
-15,000
125
$4.43M 0.08%
144,816
+11,760
3 4
5
6 7